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Connecting ME to POSitouch POS

Jack Carlson
Updated

Important before you begin:

  • If you have an additional firewall here are the specific things that need to change:

    • Allow outbound access to marginedge.com
    • Allow a program called PSCP.EXE to be run on the computer. (This is a file transfer program we use.)
    • The firewall should also permit traffic to 52.1.151.114 on port 22 (SSH) (This is our integration server, where nightly data exports will be sent.)

Installing the ME software: 

The following steps must be performed on the POS backend computer:

  1. Using a web browser login to MarginEdge – https://app.marginedge.com If you have more than one unit, be sure to change to the correct unit.
  2. Go to Setup > Integrations. In the section labeled “Point of Sale”, find and click on POSitouch.Screen_Shot_2020-07-13_at_2.54.15_PM__2_.png
  3. After clicking POSitouch click “Connect to POSitouch” on the next screen.Screen_Shot_2020-07-15_at_2.52.31_PM.png
  4. Next, go to Setup > Point of Sale. Click the “Download Installer” button.Screen_Shot_2020-07-13_at_3.31.33_PM.png
  5. Clicking “Download Installer” will not finish downloading the installer. It will bring up a popup window (see image below) showing a Username and Password and a link you need to click to complete the downloading process.  Keep this popup window open as you will need the username and password in the installation process.Screen_Shot_2020-07-13_at_2.56.54_PM.png
  6. Click the link to run the installer download file.  You may see a warning about unsigned software -- we're working on that. In the meantime, please permit the installer to run.Screen_Shot_2020-07-13_at_2.57.01_PM.png
  7. When asked for the POS selection, open the dropdown menu and select POSitouch. Screen_Shot_2020-07-13_at_3.32.17_PM.png
  8. You will be asked for credentials (username and password).  These are found in the popup window on app.marginedge.com in your internet browser.  You can write the username and password in the respective fields or click the “Copy” button next to the username and in the installer click ctrl + v to paste it in the username field.  Repeat the same process for the password.  Note: your username and password will be different from those you see in the screenshot below.Screen_Shot_2020-07-13_at_2.58.09_PM.png
  9. The installer should take a few minutes but can take up to an hour to complete its work.  Once it has finished, you're done.
  10. To help us ensure the data is configured properly, please upload 5 individual days of DSR's (daily sales reports) to the "Getting Started with MarginEdge" on your Home page. 

          Screen_Shot_2020-07-20_at_4.33.17_PM.png

 

 

If you have a firewall that needs configuring, see Firewall Instructions at bottom. If you don't have a firewall active, you can ignore this.

The ME software for the POS doesn't have an application icon and should not require any further attention from you. It's intended to be completely automated and will ship that last day of sales to the MarginEdge cloud every morning.

Once we receive your DSR's (see #10 above), it will still take a few days between when the installs are completed and when you start seeing your sales data in the software, since ME has to complete an internal mapping process to make sure everything imports correctly.

 

FIREWALL Instructions (if needed):

  • Allow outbound access to marginedge.com
  • Allow a program called PSCP.EXE to be run on the computer. (This is a file transfer program we use.)
  • The firewall should also permit traffic to 52.1.151.114 on port 22 (SSH) (This is our integration server, where nightly data exports will be sent.)