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
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