Avero & Infrasys POS
Infrasys POS is supported for Sales data only.
Avero processes and presents data from your Infrasys 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 Infrasys POS
- Installation & Reinstallation
- Regular Maintenance: Making Updates and Changes
- Common Problems
- Frequently Asked Questions About Infrasys
About Infrasys POS
POS Type: Export
Avero is proud to offer Free Installation & Reinstallation for Infrasys, and most POS systems.
Infrasys is an Export POS system, meaning that your data is stored by your POS and Shiji creates and sends a daily export to Avero. If data is missing, incomplete, or inaccurate, you'll need to work with Shiji support to resend this information.
Differences between Infrasys & Avero
Infrasys sends us an export containing your sales data, but some reports may be calculated differently.
- The number of checks for the day often varies because Avero will list the total number of checks created in a day, including voided checks, but the Infrasys reporting will not count voided checks.
- Cover counts may not match. Infrasys has logic to zero out covers for checks that have all voids but this may not always work.
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The checks generated through the API interface, such as Table solution or Kiosk, will display the employee name that generated the check as "Service system". This is because the system and not an employee is opening the check, so the employee listed will be ‘Service System’
Installation & Reinstallation on Infrasys POS
Infrasys 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
- Request Infrasys enable the export and send sales data
- Complete Technical Form (once the export is confirmed)
- Schedule Installation
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 Shiji/Infrasys representative or Shiji/Infrasys Support and ask them to enable the Avero Export. When you contact Shiji you will need to provide them with three pieces of information from Avero: FTP Username, FTP Password, and Property Code.
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 Infrasys
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 Infrasys
Important to note - Meal Period changes/additions will not automatically update your logbook or saved reports.
For Infrasys, once you change your meal periods in your Infrasys system they should be reflected in the next Infrasys export that Avero receives. If you don't see your meal period data reflected correctly, open a ticket with Infrasys support to request the export be updated with your current configuration information.
Change or Add a Revenue Center in Infrasys
You can change or add profit centers to your Infrasys 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 Infrasys system and open a ticket with Avero Support to inform them of the addition.
To add a new outlet, or "business" in Avero, for revenue centers to be routed to, open a ticket with Avero Support to request by providing the Revenue Center Name and ID and informing the support team of the correct spelling of the new outlet.
To change an outlet name, open a ticket with Avero Support. Changing the name of a revenue center must be done in Infrasys, 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 Infrasys
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 Infrasys - changing an item name, price, or moving it between categories.
To make changes to major/minor categories you'll need to update Infrasys - 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.
Infrasys 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 Infrasys resend the export. Avero cannot load or reload any data unless Infrasys has first sent the corrected export.
Data Discrepancies - Avero's sales data is not matching Infrasys
If you notice your sales data is not matching up with your Infrasys 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
- Run a Daily Sales Report from Infrasys 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 Infrasys
Why don't Avero's sales look the same as my Infrasys reports?
Infrasys sends us an export containing your sales data, but some reports may be calculated differently.
The number of checks for the day often varies because Avero will list the total number of checks created in a day, including voided checks, but the Infrasys reporting will not count voided checks.
Infrasys does not send information regarding transfers of checks, item cost, or modifiers, so you will not be able to report on this information.
Cover counts may not match. Infrasys has logic to zero out covers for checks that have all voids but this may not always work.
The checks generated through the API interface, such as Table solution or Kiosk, will display the employee name that generated the check as "Service system". This is because the system and not an employee is opening the check, so the employee listed will be ‘Service System’
Is there any information Infrasys doesn't export to Avero?
There are some data limitations you may notice based on what we receive from Infrasys.
- Check transfer information, so this portion of Check Search and Loss Prevention are not available to Infrasys 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.
- Authorizing Employee, authorizing employee will not be present in promotion and voids reports.
- Cashier Information, cashier name will not be available in check search.
- Reference Info, Reference information will not be available in check search.
Does Avero pull credit card information from my Infrasys 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 credit card numbers, customer names, or any such identifying information from your POS export.