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Here is the document to setup the Advocado in DinePlan

DinePlan Version

2.308.1

Step 1: Configure Settings

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

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

Url

Url of the Advocado System

AdvocadoApiUrl

Url from the Advocado System

AdvocadoUserName

Username of the Advocado CRM

AdvocadoPassword

Password for the Advocado 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 this information are available, it should be set in DinePlan as below

Step 2: Add Action, Command and Rules

  1. Go to 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:

That's it

Here is the Advocado Recommended flow for POS Integrations

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