POS Locations to NetSuite Subsidiaries

This topic describes how to use the Import Wizard with the POS Locations to NetSuite Subsidiaries model.

1. In Step 1 of the Import Wizard, Choose POS Configuration Model, select POS Locations to NetSuite Subsidiaries.
2. Click Continue on the warning message to confirm that you want to use this model for the selected POS locations. The wizard connects to Simphony and displays the number of POS locations found.
3. Click Start. The wizard displays each POS location found in Simphony, one at a time.
   The upper section displays the following information retrieved from Simphony Home:

   • Import this location: Select this option to import data for the location, or clear it to skip the location.

   • Location Name

   • Location Reference

   • Active Status

   • POS Name

   • POS Version

   • Workstation Count (if available)

   • Time Zone

   The lower section allows you to import the POS location as a new NetSuite subsidiary or map it to an existing subsidiary. Steps 4 and 5 below provide instructions for each option, respectively.

4. To import the POS location as a new NetSuite subsidiary, disable Use Existing Subsidiary. The new subsidiary is assigned to the selected parent subsidiary.
   1. Enter or change the values in the following fields:

      • Subsidiary Name (Imported): Edit the subsidiary name if needed.

      • Country: Select the country for the new subsidiary.

      • State/Province: Select or enter the state or province. This field is required for certain countries. Depending on the selected country, you can choose from a list or enter a value manually.

      • Currency: Select the currency for the new subsidiary.

5. To map to an existing subsidiary, enable Use Existing Subsidiary.
   1. Select the existing subsidiary to which you want to map the POS location, and then click the Next button.

      The system compares the country and state settings and displays a warning if any differences are detected.

   2. Repeat these steps for each POS location presented by the wizard.
   3. After you review all POS locations, the system displays a summary identifying which locations will be imported and which will be skipped. Click the Import Selected button to start importing the selected POS locations. When the import is complete, the wizard automatically proceeds to Step 2.
6. In Step 2 of the Import Wizard, Load Revenue Centers (Locations), review the locations, and then click the Next button.

   POS revenue centers are represented as locations in NetSuite.

   If a POS location was imported as a new NetSuite subsidiary rather than mapped to an existing subsidiary, its POS revenue centers are automatically created as new NetSuite locations within that subsidiary.

   If a POS location is mapped to an existing NetSuite subsidiary, its POS revenue centers can either be imported as new NetSuite locations or mapped to existing NetSuite locations within that subsidiary. Enable Use Existing Locations to map to existing NetSuite locations within the subsidiary. The same option must be used for all revenue centers imported from the POS location.

7. In Step 3 of the Import Wizard, Define Sub Locations (Optional), you can create sub locations to organize the NetSuite locations being imported.

   If needed, use the Add Above and Add Below buttons to organize the NetSuite locations being imported, and then click the Next button.

8. In Steps 4 through 8 of the Import Wizard, the wizard imports the following related data from Simphony:

   • Employees

   • Taxes

   • Order Types

   • Tender Media

   • Menu Items

   Click the Next button to confirm each step and proceed with the import.

9. After all import steps are complete, the wizard displays the Connection and Import Successful page.