OrderMate

Important:

The OrderMate integration is available only to accounts where it is already provisioned. It isn't included with the current SuitePeople WFM solution.

Set up and manage your OrderMate integration in WFM. You can import your sales data to accurately forecast and know your labor cost percentage during the day on your dashboard.

Setting up OrderMate in WFM

To set up OrderMate in WFM, follow the procedure.

To set up OrderMate in WFM:

1. Go to Workforce Management.

2. Go to Setup > Integrations > OrderMate.

3. On the Create new OrderMate configuration page, choose an action.

   • If you have an existing OrderMate integration, select it from the left-hand panel.

   • If you need to create an integration, click + Create new.

4. If you created an integration, complete the fields.

   • Name – Enter a name for the integration.

   • Brand – Select the brand or company that include the locations you need to map to WFM.

   • User – Enter the user name provided by OrderMate.

   • Password – Enter the password provided by OrderMate.

   • Store id – Enter the store ID provided by OrderMate.

     Note:

     The store ID is unique for each location or venue. If you have multiple locations and venues, you may need to set up multiple integrations.

   • Add discounts – To add any applied discounts back to the sales and show projected sales without discounts applied, check the box.

   • Exclude surcharges – To remove any applied surcharges to the sales and show sales without surcharges applied, check the box.

5. Click + Create.

   After you have selected an integration or finished creating a new one, the Edit page appears.

6. Map the locations to WFM.

   1. On the left-hand panel, click Locations.

   2. For the locations that will have the sales importing for this configuration, click Link.

      After linking the location, all sales from today onwards will import to this location.

      Note:

      You can link any other locations you need, and their sales will import too.

      For example, if FOH and BOH are both linked, they'll both import the venue's sales. All sales will show up in both locations.

   3. (Optional) To change the percentage of sales allocated to a linked location, click Advanced beside the location name.

      The Advanced linking window for the location appears.

      Note:

      In the earlier example, you can split sales percentages between BOH and FOH, or leave it at the default (100%) if each department reports on total sales.

      • Fetch sales – Click the box.

      • Sales percentage – Enter the percentage of sales allotted for the location.

      • Units percentage – Enter the percentage of units allotted for the location.

   4. Click Save.

7. Fetch historical data.

   If there's an internet outage that delays data uploads, you can fetch the missing sales later.

   1. On the left-hand panel, click Fetch Orders.

   2. In the Start and Finish fields, select the dates to establish the duration of orders for import.

   3. Click Fetch.

   Note:

   Sales may not appear straight away. Data may be delayed, especially when fetching orders from long date ranges.

8. (Optional) If you're not using the OrderMate configuration anymore, click - Deactivate.

General Notices