Avero & InfoGenesis
InfoGenesis API is supported for Sales data only.
Avero processes and presents data from your InfoGenesis POS for your analysis and insight. This article details how to handle POS changes, make updates to this data, and how to handle discrepancies or problems you might encounter. This article refers only to InfoGenesis API integrations, meaning Agilisys provides Avero access to your businesses API to collect your sales data.
In this article:
- About InfoGenesis
- Differences between Infogenesis & Avero Reporting
- Installation & Reinstallation on InfoGenesis
- Regular Maintenance: Making Updates and Changes for InfoGenesis
- Frequently Asked Questions About Infogenesis
POS Type: Cloud
Avero is proud to offer Free Installation & Reinstallation for InfoGenesis, and most POS systems.
Avero ingests sales data from InfoGenesis using a cloud integration. This means there is no server in the restaurant and nothing Avero connects to on-site, we connect to InfoGenesis's cloud and pull the data for your business. This allows for very quick connection and data capture.
Differences between Infogenesis & Avero Reporting
Your Infogenesis may display modified items with their base item price and the price of the modifier, but the data is sent to Avero combined. Infogenesis modifiers will combine any modifier charges with the price of the item modified, and will not be reflected in Avero with their individual prices. Modifiers will all appear as $0, and any modifier charges will be applied to the individual menu items.
Example: modifying a $12 TEQUILA item to be the MARGARITA cocktail with a $2 upcharge will show in Avero reporting as MARGARITA in the MODIFIER sales category with a price of $0 and a TEQUILA in the LIQUOR sales category with a price of $14. You may have a variety of prices for individual items if modification is common, and all revenue will exist in the revenue category of the base item, and no revenue will be reported for the MODIFIER category, but the Modifier Items will be displayed for your reporting and analysis.
Installation & Reinstallation on InfoGenesis
InfoGenesis is very easy to install and in use by many customers. If you are ready to go and take the necessary steps, you can get your data connected very quickly.
There are three steps to installing:
- Verify your meal period setup is complete and accurate
- Provide Avero with Base URL
- Provide Avero with TWS credentials
Meal Periods - Setup in Universal Desktop
Navigate to the Business section in Universal Desktop
Meal Period Schedule
Create Meal Periods (including days not open) by entering meal period name and start time per day of week
Starting with value on Sunday and clicking TAB will apply start time to each day of week
Time is by 24 hour clock
- Provide Avero with Base URL
Avero to request Base URL (http(s)://___________)
Login to your InfoGenesis store context in the Universal Desktop. The DNS name will display in the bottom right corner. You will need to type the full server name.
- Provide Avero with TWS credentials
Under Administration, open the Store form.
The TWS credentials are found on the Credentials tab.
- Need to provide Credentials 1: A is Username, B is Password
- Fill out this form with all your POS information. Make sure the above step is completed before submitting the form.
Regular Maintenance: Making Updates and Changes for InfoGenesis
When changes or updates are needed who is responsible? If something appears incorrect or out-of-date, how should it be updated?
Change or Add a Meal Period in InfoGenesis
Whenever meal periods in InfoGenesis are changed or updated they should be reflected in the next nightly load we pull from InfoGenesis. Note that changes reflect data going forward.
Important to note - Meal Period changes/additions will not automatically update your logbook or saved reports.
Categories & Items in InfoGenesis
Avero provides the following Global categories: Beverage, Food, Misc., Other, and Retail. The major and minor categories come from your POS.
To make changes to items you'll need to update InfoGenesis - changing an item name, price, or moving it between categories.
To make changes to categories you'll need to update InfoGenesis - changing category names, updating which items are in a category, making categories more specific.
To make changes to global categories, you'll need to open a ticket and request Avero makes the change. For example, if Appetizers are appearing under Beverage and need to be moved to Food.
When creating new Categories, they may default to Other and require a ticket to update this mapping.
To read more see: Categories
InfoGenesis Missing Data
Missing data happens. We invest ourselves continuously into making this process faster and more reliable, but it is not, and will never be, error-proof. For InfoGenesis, we automatically attempt to recover data when it is missing. If you notice data is missing, open a ticket with Avero Support and we will recover it as quickly as we can.
If you are missing data from an emailed report, it may be related to the email settings, see our troubleshooting guide: Troubleshooting Email Reports with Missing or Incomplete Data
Data Discrepancies - Avero's sales data is not matching InfoGenesis
If you notice your sales data is not matching up with your InfoGenesis reports, there are two actions you need to complete:
- Make sure the data discrepancy exists in Avero by logging in and running a sales report. If you notice incorrect data in an emailed report, it may be related to email settings and not the data itself. See our troubleshooting guide: Troubleshooting Email Reports with Missing or Incomplete Data
- Run a Daily Sales Report from InfoGenesis for the date in question, Open a Data Ticket, attach the report and explain the discrepancy. Make sure to include the report, the date, and location if you have access to several, as well as any examples you can provide.
Our team investigates all data discrepancies - due to the nature of our daily data extraction a single date and single-day sales report must be provided. This should be the Profit Center Summary Report grouped and sorted by profit center. We cannot investigate date ranges, but it is helpful to know if the issue is recurring and you can provide multiple dates.
Frequently Asked Questions About Infogenesis
Why don't Avero's sales look the same as my IG reports?
See our above explanation on Differences between Infogenesis & Avero Reporting.
Is there any information Infogenesis doesn't send to Avero?
There are some data limitations you may notice based on what we receive from Infogenesis.
Infogenesis modifiers will combine any modifier charges with the price of the item modified, and will not be reflected in Avero with their individual prices. Modifiers will all appear as $0, and any modifier charges will be applied to the individual menu items. Example: modifying a $12 TEQUILA item to be the MARGARITA cocktail with a $2 upcharge will show in Avero reporting as MARGARITA in the MODIFIER sales category with a price of $0 and a TEQUILA in the LIQUOR sales category with a price of $14. You may have a variety of prices of individual items if modification is common, and all revenue will exist in the revenue category of the base item, and no revenue will be reported for the MODIFIER category, but the Modifier Items will be displayed for your reporting and analysis.