Back Office > Data Export > Data Portal > BATA / IRI
Description
This feature is used to Export sales data that falls within a selected date range. The data will be exported in a CSV format as a .TXT file and written to the Export Folder specified.
To Be Considered
- To make use of this feature, sites will need to be registered for Advance eTrade. This may incur an additional charge. To confirm charges, email registrations@swiftpos.com.au.
- http://www.bata.com.au - Is for reporting the sale of cigarettes.
- Note : When the emailing of Sales data fails, for whatever reason, an attempt will be made to re-email the files the next time the Export button is selected (on the condition the Email option in Settings is selected).
Settings
Use this screen to configure the Settings and manage the Export of Sales data for both BATA and IRI data. Configure the Export Settings required to Export Sales data from those Location Groups that have been added to the Settings grid. In the Export section select the Location Group and date range to Export or Reset Sales data for either BATA or IRI.
Settings
Grid
- Location Group - Select to open the Search Location Groups screen to select a Location Group for which data is to be exported.
- Store ID - Enter the Store's ID provided.
- Export Folder - Double click to open the Browse for Folder screen and select the folder to which the exported data will be written.
- Email - Select to enable the emailing of Export files.
- To - Displays/Enter the email address of the Recipient.
- From - Displays/Enter the email address of the Sender.
- Subject - Displays/Enter the text that will appear in the Subject of the email. Note : The variable {Type} can be used to insert the text BATA or IRI, depending on the Export type selected.
- Email Server - Displays/Enter the domain name (host) or IP address of the Email Server (SMTP) that will email the Export Files. For example : mail.swiftpos.com.au. or 192.168.1.100. A maximum of 100 characters can be entered.
- Port # - Displays/Enter the port number for the Outgoing mail server (SMTP) connection. Port 25 is generally the default SMTP port. If Gmail SSL is being used then SSL works on port 25 and may not work on port 465 as the Gmail documentation recommends.
- SSL - Select to ensure SSL encryption is to be used when sending emails. Note : From our testing, SSL works on port 25, not 465, as Gmail advertise in their info page.
- User Name/Password - Enter the User Name and Password. If an Exchange Server is being used, then the Username entered must include the domain name and Username. For example: Samford\User1. Note : The Username/Password may not be required if the email server being used allows for anonymous logins. Check with your ISP.
Footer
- Add - Select to add a row to configure the settings for another Location Group (Venue).
- Delete - Select to delete the selected row.
Export
- Location Group - Select to open the Search Location Groups screen to select a Location Group for which data is to be exported. Select the Open Folder icon to open and view the content.
- From/To - Select from the drop down lists the date range of Trading Dates for which data is to be exported.
BATA
- Export - Select to invoke the export of the data. Note : On successful completion of the Export, the same Sales data will be Marked as Exported to ensure it is NOT re-Exported. When the Export involves Emailing, and that fails, for whatever reason, then the Exported data will still be Marked as Exported. An attempt will be made to re-email the files the next time the Export button is selected ( on the condition the Email option in Settings is selected).
- Reset - Select to ensure the sales transactions for the selected date range and Location Group, are reset to NOT exported, so that they can be exported again.
- Mark as Exported - Select to ensure the sales transactions for the selected date range and Location Group, are marked as exported. Note : This is also recommended when initially configuring SwiftPOS to export to BATA for the first time and there is a requirement that all previous sales transactions are marked as Exported.
IRI
- Export - Select to invoke the export of the data. Note : On successful completion of the Export, the same Sales data will be Marked as Exported to ensure it is NOT re-Exported. When the Export involves Emailing, and that fails, for whatever reason, then the Exported data will still be Marked as Exported. An attempt will be made to re-email the files the next time the Export button is selected ( on the condition the Email option in Settings is selected).
- Reset - Select to ensure the sales transactions for the selected date range and Location Group, are reset to NOT exported, so that they can be exported again.
- Mark as Exported - Select to ensure the sales transactions for the selected date range and Location Group, are marked as exported. Note : This is also recommended when initially configuring SwiftPOS to export to IRI for the first time and there is a requirement that all previous sales transactions are marked as Exported.
Footer
- Save - Select to save changes.
- Undo - Select to undo changes made.
- Close - Select to exit.
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