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Here is the document to setup the Advocado in DinePlan

DinePlan Version

2.

270

308.1

Step 1: Configure Settings

Go to BackOffice → Advocado Settings → Enter the Values and save

...

Before we configuring configure the Advocado in DinePlan, we should get the following from the Advocado Team

Url

Url of the Advocado System

UserName

AdvocadoApiUrl

Url from the Advocado System

AdvocadoUserName

Username

for

of the Advocado

System

CRM

Password

AdvocadoPassword

Password for the Advocado

System

Outlet Id

Id of the Outlet that has been mapped in Advocado system.

OutletName

Name of the Outlet

CRM

OutletId

Outlet from the CRM

OutletName

Outlet Name from the CRM

VoucherCalculationType

To apply the Advocado voucher, we need the discount calculation type from DinePlan

CashbackCalculationType

To Apply the Cashback, we need the calculation type from the DinePlan

StoreValueCalculationType

To Apply the Cashback, we need the calculation type from the DinePlan

StoreValueTopupProduct

The Product will be used for Store Value Topup

CashbackCampaignId

Id for the Cashback

Once we have all these this information are available, it should be set it in DinePlan as below

Step 2: Add Action, Command and Rules

  1. Go to

...

Here are the steps to be done for Advocado

  1. Actions should be created

  2. Automation Command for Tag the Member

  3. Rules should be added

Step 1: Action to Tag Member

...

Step 2: Create Automation Command

...

and Map it to the Ticket Level or Ticket and Payment Level

...

Step 3: Attach the Action to Rule as below

...

  1. the

BACK OFFICE -> AUTOMATION -> AUTOMATION COMMAND and add a new command called “Advocado” as below:

...

Note that this Action works on the Payment screen only, because some payments need to be executed here.

2. Go to the

BACK OFFICE -> AUTOMATION -> ACTIONS and add a new action called “Advocado” as below:

...

3. Go to the

BACK OFFICE -> AUTOMATION -> RULES and add a new rule called “Advocado” as below:

...

Mapping:

...

Here are the tags to print the Information on the Receipt

{TICKET TAG: AdvocadoTotalPoints } -- > It gives all points including now

{TICKET TAG: AdvocadoPreviousTotalPoints} -- > It gives the previous Point Total

{TICKET TAG: AdvocadoPreviousPointsEarned} -- >Points earned for this transactions

{AdvocadoName} --> It prints the Full Name of the Person

That's it

Here is the Advocado Recommended flow for POS Integrations

View file
name[LevelFive] Proposed Integration workflow v01.pdf