Category Linking

Category Linking maps POS categories to PAR OPS Accounts. As data is pulled from the POS, PAR OPS distributes this information for reporting based on the Account to which it is mapped. The Systems Administrator maintains category linking updates as category changes occur in the POS.

How Do I Link POS Categories?

1. Select the appropriate category tab such as Revenue, Payments, Discounts, etc….
   1. The left panel containing the 'SOURCE TYPE', 'POS CODE' and 'POS DESCRIPTION' columns cannot be modified, as these are imported directly from the POS.
2. Select the Gross Account in the right panel
   1. The linking date displays in the 'LINKING DATE' column.
   2. The 'GROUP/UNIT' column displays the Unit name for which the Category applies.

How Do I Link Multiple Categories?

1. Click the Control key on the keyboard
2. Click  Actions
3. Select Create XRef for Selected Rows
4. Select the PAR OPS account to link
   1. The 'GROSS ACCOUNT' column displays the new category for all selected items.
5. Click Save

POS Alignment Verification Report

The POS Alignment Verification report informs the Systems Administrator of any unlinked categories within a unit.

Once you have opened Reports, perform the following.

1. Select the POS Alignment Verification report
2. Click Run Report
3. Place a checkmark next to each category Description to view in the report
4. Click Ok
5. All unlinked accounts, for the selected categories, list in the report.
   1. From the Reports Scheduler activity, set the POS Alignment Verification Report to auto generate