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TouchBistro POS

Updated

Avero & TouchBistro POS

TouchBistro POS is supported for Sales data only.

Avero processes and presents data from your TouchBistro 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 TouchBistro POS

POS Type: Export

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

Differences between TouchBistro & Avero 

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

TouchBistro does not send information regarding transferred checks, item cost, authorizing employee, or modifiers, so you will not be able to report on this information. 

Installation & Reinstallation on TouchBistro POS

TouchBistro 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:
  1. Request TouchBistro enable the export and send sales data
  2. Confirm the export with Avero

Enable 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. 

You will need to follow TouchBistro's instructions to enable the integration and start the export, which can be found in their help center: Enable Avero Integration for TouchBistro  

When you enable the integration with TouchBistro you will need to provide 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.

 

Here are Touchbistro's complete instructions:

How to Set Up Avero

  1. Log into your TouchBistro cloud site.
  2. ClickApp Marketplace.
  3. Locate your Avero "chicklet" and click Set Up.

  1. The Avero Configuration screen will open. Select Enable from the drop-down box on the top left.

  1. Enter your business key in the Avero Business ID field and click Create Day Part to set your Day Parts or meal periods. You will need to set it all at once.

  1. Enter a name for your first Day Part, for example, "Breakfast." Set the start time.

  1. In the Section area, select each TouchBistro section that is open for this service time.
  2. Click Create Day Part to save these settings.
  3. Click the Create Day Part again to add another mealtime.
  4. Repeat the setup procedure for Dinner.
  5. Click Save when finished.

Note: To Disable Avero, return to Avero's partner page. Click Open Configuration. From the drop-down box select Disabled.

 

Complete the Technical Form

Avero Installs Team will include a link to our technical form in the initial email describing the installation process. Once you have requested the export and TouchBistro has confirmed it is enabled and sending daily, complete the technical form by clicking the link in your install email. Do not complete this form before TouchBistro confirms your export is sending or your installation may be delayed!

Schedule the Installation

Now TouchBistro has confirmed your export and you've submitted your technical form. The last step is clicking the final link in your install email and scheduling a time for an installer to complete the connection between your TouchBistro export and your Avero business. Avero Installs must have at least 2 days of valid exports or your appointment cannot proceed and must be rescheduled. 

 

Regular Maintenance: Making Updates and Changes for TouchBistro

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 TouchBistro

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

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

Change or Add a Revenue Center in TouchBistro

You can change or add profit centers to your TouchBistro 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 TouchBistro 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 TouchBistro, 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 TouchBistro

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

To make changes to major/minor categories you'll need to update TouchBistro - 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. 

TouchBistro 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 TouchBistro resend the export. Avero cannot load or reload any data unless TouchBistro has first sent the corrected export. 

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

If you notice your sales data is not matching up with your TouchBistro reports, there are three actions you need to complete:

  1. 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
  2. Review the Differences between TouchBistro & Avero to make sure a discrepancy exists.
  3. Run a Sales Totals Report from TouchBistro 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 TouchBistro

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

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

TouchBistro does not send information regarding transferred checks, item cost, authorizing employees, or modifiers, so you will not be able to report on this information. 

Is there any information TouchBistro doesn't export to Avero?

There are some data limitations you may notice based on what we receive from TouchBistro. 

  • Check transfer information, so this portion of Check Search and Loss Prevention are not available to Silverware locations. 
  • Item Cost, so reporting on COGS or Menu Engineering is not available.
  • $0 Modifiers, so no-cost modifiers will not be seen in your Item Sales Report. All revenue-generating items will be present.  
  • Cashier Information, if you have cashiers closing checks in lieu of the servers, this data is not included. Only the server for the check is listed. In the Cashier section of the check in Avero view it will be blank or you will see the server's name listed in both locations. 
  • Authorizing Employee, for voids and discounts will not be available.
  • Payment Reference, such as Customer Name or associated information with the payment method. The Payment type, amount, and other relevant information will be present in the Payment Types Report.  

Does Avero pull credit card information from my TouchBistro system?

No. Avero pulls payment type information, such as what type of card is used and the amount of the payment from all systems. We do not have access to, collect, or store full credit card numbers, customer names, or any such identifying information from your POS export. 

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