Below are the instructions to connect HB the Hub POS to MarginEdge.
1. Login to MarginEdge. If you have more than one location, be sure you are in the right unit in MarginEdge.
2. Go to Setup > Point of Sale.
3. Search for "HB the Hub" in the dropdown.
4. Enter your "Store Location ID".
Note: Store Location ID is a numeric value, found in your list of stores in The Hub, in front of the store name. For example, "1234 - Fairfax", would have a Store Location ID of 1234. If you're still unsure what this value is, please reach out to HB the Hub for help with identifying this value.
5. Click “Save”
6. Reach out to HB the Hub (make sure you provide them your Store Location ID) and ask them to enable a data feed with MarginEdge.
7. If you are currently in onboarding and working with an implementation manger, please email onboarding@marginedge.com to confirm you were able to complete these steps. If you are not currently in onboarding, please email salesintegrations@marginedge.com.
Once setup, the process will be completely automated, with the prior day's sales sent to the MarginEdge cloud every morning.
NOTE: It will still take a day or two after you connect before you start seeing your sales data in the software. We have to complete an internal mapping process to make sure everything imports correctly.