External POS Master [RPA]
Purpose -The purpose of this screen is to allow mapping of columns from External POS applications CSV or xls files to the respective migration master fields in our POS system.
There are two steps in this process :
1.Create an External POS in the External POS Master.
2.In the External POS migration sheet mapping screen, there are two processes:
Sheet Mapping
Sheet Upload.
In the External POS Master screen, follow the below-mentioned steps to create as POS name.
Steps to create an External POS Master
1. Go to Tools --> More--> External POS Master
2. Select Add new button.
![POS1](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=oojq91dfa9780f6ee412abe055625ee01e031&x-cli-msg={"imgurl":"r-oojq91dfa9780f6ee412abe055625ee01e031-308bd450e3884bdba4ba209e7513e9c5e0f91m7p6kve","rid":"oojq91dfa9780f6ee412abe055625ee01e031","module":"image"})
![POS3](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=oojq91dfa9780f6ee412abe055625ee01e031&x-cli-msg={"imgurl":"r-oojq91dfa9780f6ee412abe055625ee01e031-308bd450e3884bdba4ba209e7513e9c5u36nju4gy219","rid":"oojq91dfa9780f6ee412abe055625ee01e031","module":"image"})
3.Enter the name and set the status as Active, and click on the Save button, and you will get a message as "POS details saved successfully".
![POS2](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=oojq91dfa9780f6ee412abe055625ee01e031&x-cli-msg={"imgurl":"r-oojq91dfa9780f6ee412abe055625ee01e031-308bd450e3884bdba4ba209e7513e9c5doaqqg2mm2q5","rid":"oojq91dfa9780f6ee412abe055625ee01e031","module":"image"})
Under the Status column, you can view All, Active, and Inactive POS Add-ons. Using the Edit option, you can modify the POS Name or Status to update it as Active or Inactive.
![ex](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=oojq91dfa9780f6ee412abe055625ee01e031&x-cli-msg={"imgurl":"r-oojq91dfa9780f6ee412abe055625ee01e031-308bd450e3884bdba4ba209e7513e9c55wb50igaqlfg","rid":"oojq91dfa9780f6ee412abe055625ee01e031","module":"image"})
In External POS Sheet Mapping:
This process is used to import the sheet and map the CSV fields with the corresponding migration master fields in TruePOS. Kindly follow the below mentioned steps to complete the sheet mapping:
Step 1:Select the Product name, Migration name .
![pos4](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=oojq91dfa9780f6ee412abe055625ee01e031&x-cli-msg={"imgurl":"r-oojq91dfa9780f6ee412abe055625ee01e031-308bd450e3884bdba4ba209e7513e9c5bn6becsia7ui","rid":"oojq91dfa9780f6ee412abe055625ee01e031","module":"image"})
Step 2: Click on the Import button and upload the sheet.
Note: Please check the master migration screen under the Tools menu to ensure that the respective migration fields are enabled and set mandatory as requirement.
Step 3: Map the External Csv fields correspondingly to the fields of master migration in TruePOS and verify whether fields are mapped correctly and click on Save button.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=oojq91dfa9780f6ee412abe055625ee01e031&x-cli-msg={"imgurl":"r-oojq91dfa9780f6ee412abe055625ee01e031-308bd450e3884bdba4ba209e7513e9c5h3uli746xb6u","rid":"oojq91dfa9780f6ee412abe055625ee01e031","module":"image"})
Note: If the mandatory fields are not mapped, a warning message will appear: "The following mandatory fields are not mapped. Kindly map them." Please ensure the mandatory fields are mapped correctly and proceed.
In the Sheet upload screen:
After successfully mapping the CSV columns with the respective migration master fields, navigate to the Sheet Upload screen, select the corresponding master, and upload the external POS sheet.
Step 1: Select the Product Name and Migration name.
![pos7](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=oojq91dfa9780f6ee412abe055625ee01e031&x-cli-msg={"imgurl":"r-oojq91dfa9780f6ee412abe055625ee01e031-308bd450e3884bdba4ba209e7513e9c524iu2l9xzj86","rid":"oojq91dfa9780f6ee412abe055625ee01e031","module":"image"})
Step 2: Click on Choose a file or drag it here to upload the sheet and click on Save button. You will get a message as "File has been uploaded successfully".
![pos8](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=oojq91dfa9780f6ee412abe055625ee01e031&x-cli-msg={"imgurl":"r-oojq91dfa9780f6ee412abe055625ee01e031-308bd450e3884bdba4ba209e7513e9c5212cj0jnpg6j","rid":"oojq91dfa9780f6ee412abe055625ee01e031","module":"image"})
If there is any error in the uploaded sheet you will get message as "Invalid record exists ,Please check the error in the downloaded file" and the file will be downloaded .
![pos9](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=oojq91dfa9780f6ee412abe055625ee01e031&x-cli-msg={"imgurl":"r-oojq91dfa9780f6ee412abe055625ee01e031-308bd450e3884bdba4ba209e7513e9c5xr7oscsu8fz7","rid":"oojq91dfa9780f6ee412abe055625ee01e031","module":"image"})
In the file, the reason for upload failure will be shown in the 'Reason' column. Correct the data and upload the sheet again after removing the 'Reason' column, to complete the process.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=oojq91dfa9780f6ee412abe055625ee01e031&x-cli-msg={"imgurl":"r-oojq91dfa9780f6ee412abe055625ee01e031-308bd450e3884bdba4ba209e7513e9c5nmx3v6i5y75q","rid":"oojq91dfa9780f6ee412abe055625ee01e031","module":"image"})
,
Related Articles
Item Master
Purpose: Item (also known as Product, Part, Article and SKU - Stock Keeping Unit) refers to the name of the service or a thing which is produced or served. The term "Item Master" constitutes an item database where we can define the features and ...Register Master
The Register Master is used to activate or register a counter for your business, as well as to manage add-ons. It allows businesses to set up specific counters for sales and control the activation status for different functionalities. Steps for ...Tender Master
Introduction to Tender Master Tender refers to the different forms of payment accepted by a retail store for sales and other transactions. TruePOS provides the Tender Master, where businesses can add and manage different payment methods such as Cash, ...Master Configuration
Introduction to Master Configuration TruePOS provides certain default fields essential for the retail industry. Additionally, TruePOS offers extra fields beneficial for different verticals and businesses. Based on your business requirements, you can ...Purpose of Master Attribute
The Master Attribute feature in TruePOS allows administrators to control the edit option in the Masters screen. This ensures data accuracy and prevents accidental or intentional modifications to critical business information. By disabling the edit ...