Avero & Ordermate POS

Ordermate POS is supported for Sales data only.

Avero processes and presents data from your Ordermate POS for your analysis and insight. This article details how to install, handle POS changes, make updates to this data, and how to handle discrepancies or problems you might encounter.

In this article:

About Ordermate POS
Installation & Reinstallation
Regular Maintenance: Making Updates and Changes
- Change or Add a Meal Period
- Change or Add a Revenue Center
Common Problems
- Missing Data
- Data Discrepancies - Avero's sales data is not matching Ordermate
Frequently Asked Questions About Ordermate

About Ordermate POS

POS Type: Export

Installing Avero is free for most systems, Ordermate may incur a charge for installation/reinstallation due to complexity.

Ordermate is an Export POS system, meaning that your data is stored by your POS and Ordermate creates and sends a daily export to Avero. If data is missing, incomplete, or inaccurate, you'll need to work with Ordermate support to resend this information.

Differences between Ordermate & Avero

Ordermate sends us an export containing your sales data, but some reports may be calculated differently.

Ordermate includes taxes in Gross Sales and Avero does not, your Ordermate Gross Sales will be the Avero Gross Sales less any discounts and surcharges, plus taxes. Some customers have experienced minor variances in taxes due to rounding.

Ordermate does not include information on transfers or $0 modifiers, only revenue-generating items, so these items will be missing from your Item Sales Report.

Ordermate transactions contain “Debtor” (online order or vendor) checks where checks are paid in advance or later. The payment type “Debtor - 1 xxxxx” is used to balance checks for the day.

- For checks to be paid later, the Debtor payment for that day has a positive value.
- When the payment comes in, the Debtor payment is negative and the actual pay type (visa, mastercard) is positive.
- Pre-payments have the same values with a reversed timeline.

Installation & Reinstallation on Ordermate POS

Ordermate sends data via an export from your system. You don't need to be installed to start using Avero! Even though data isn't flowing yet, you'll be invited as an Avero user right away to begin setting up your Logbook and exploring our platform!

Export Systems

Your POS provides a daily export containing the sales data by property. Installation of Avero consists of your POS provider enabling the export to the correct specifications, sending the data, and an Avero install technician connecting the data to your business and verifying the connection, configuration, and presence of data.

There are two steps to installing:

Request Ordermate enable the export and send sales data
Confirm the export

Request the Export

Your initial email from the Avero Install Team will contain two important links: the technical form (which contains your business-specific information and instructions) and a scheduling link.

To request you will need to contact your Ordermate representative or Ordermate Support and ask them to enable the Avero Export. When you contact Ordermate

you will need to provide them with an Avero Business ID, usually a 4 or 5-digit number unique to your business. The Avero Support team provides this.

Schedule the Installation

Avero Installs must have at least 2 days of valid exports before we cannect your data to Avero.

Regular Maintenance: Making Updates and Changes for Ordermate

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 Ordermate

Important to note - Meal Period changes/additions will not automatically update your logbook or saved reports.

For Ordermate, once you change your meal periods in your Ordermate system they should be reflected in the next Ordermate export that Avero receives. If you don't see your meal period data reflected correctly, open a ticket with Ordermate support to request the export be updated with your current configuration information.

Change or Add a Revenue Center in Ordermate

You can change or add profit centers to your Ordermate configuration and see them reflected in Avero as soon as the next day. Changing a revenue center's name will only affect the data moving forward.

To add a revenue center, add it to your Ordermate system and see it populate in Avero as soon as we receive data for it.

To add a new outlet, or "business" in Avero. Please note that due to the way data is exported, all revenue for your site will be in 1 export and can only be applied to 1 "business" in Avero, but each business can show multiple revenue centers. We are not able to separate your revenue centers out into distinct outlets or Avero "businesses".

To change an outlet name, open a ticket with Avero Support. Changing the name of a revenue center must be done in Ordermate, but the business it reports to ('Business' box in report generator, name on the logbook) will be changed by Avero.

To remove an outlet, open a ticket with Avero Support to request it be removed from Avero. Doing so will remove access to the historical data which you may want for reports on previous years and cannot be undone, so be sure this is what you want before requesting.

Categories & Items in Ordermate

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 Ordermate - changing an item name, price, or moving it between categories.

To make changes to major/minor categories you'll need to update Ordermate - 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 for Global Category and require a ticket to update this mapping.

Common Problems

It is very important to keep an active connection to your POS server should you ever need Avero Support to access the server and assist.

Ordermate Missing Data

If the export is missing or incomplete, you may experience missing data in the Avero platform. With export systems the only way to recover this data is for you, the customer, to request Ordermate resend the export. Avero cannot load or reload any data unless Ordermate has first sent the corrected export.

Data Discrepancies - Avero's sales data is not matching Ordermate

If you notice your sales data is not matching up with your Ordermate reports, there are three 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
Review the Differences between Ordermate & Avero to make sure a discrepancy exists.
Run a Daily Sales and Cash Report or Sales and Takings Analysis from Ordermate 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 profit center or 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. 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 Ordermate

Why don't Avero's sales look the same as my Ordermate reports?