1. INTEGRATION SETUP SOLO - PART 1 2. INTEGRATION SETUP XEF 3. INTEGRATION SETUP SOLO - PART 2
1. INTEGRATION SETUP SOLO - PART 1
1. First, go to the Revo SOLO back-office.
2. Access >_ Others / </> DEVELOPMENT
3. Copy the token.
2. INTEGRATION SETUP XEF
In order to link Revo XEF and Revo SOLO, we need to create an integration.
1. Access Revo XEF back-office.
2. Go to Integrations / INTEGRATIONS
3. Click on Add, look for InTouch, lastly, click on Add.
Fill in the following fields:
- Username: Revo SOLO account name.
- Token: Paste here the token previously copied in Revo SOLO.
- Store ID: Enter the ID of the establishment.
Save changes.
4. Go to Account / TOKENS.
5. We will create a new token by clicking on +New:
- Active: √
- Name: SOLO
Save changes.
6. Copy the token you just created.
3. INTEGRATION SETUP SOLO - PART 2
1. Go to Settings / POS INTEGRATIONS
2. Click on +New:
Fill in the following fields:
- Name: XEF
- Type: Revo XEF
- Username: Revo XEF account name
- Token: Paste the token copied from Revo XEF
- Warehouse ID: Take the ID of the warehouse created in the Revo XEF Warehouse section. In the case of not having warehouses created in Revo XEF, leave it at 0 to not use any.
Save changes.
3. Now go to the section Apps / SOLO and edit the default profile.
- Name: Name of the establishment.
- Order Types: We select how we want to receive orders in Revo XEF, either as "Orders in the home delivery module" or "Orders at the table."
- Payment Modes: We select if we want the order to be paid "At the POS," "By card," "Room charge," and/or "Pay at the end with XPress" (Payment via the SOLO XPress QR code).
- Dish Orders: We create the dish orders we want to show the customer. The key must be the ID of the dish order in Revo XEF, and the value must be the name that will be displayed to the user.
- PDF Text: Text to display in the QR PDF.
- Number of Diners: Activate this option to ask for the number of diners.
- Tips: With this option enabled, tips are accepted.
- Log In: Select the desired option from the dropdown.
- Orders at 0: Activate this option to allow orders with a total equal to 0.
- Request Invoice: Activate this option to allow customers to request the invoice once the order is confirmed.
- Skip Contact: Activate this option to not ask for customer contact information in immediate pickup mode.
- Disable Out-of-Stock Products: Activate this option to disable products that are out of stock.
- Collectivity Deadline: Enter the deadline for placing collective orders for the same day.
- Google Analytics ID: Configure this field to add Google Tag Manager to Revo SOLO.
Save changes.
4. Access ESTABLISHMENTS, click on the and fill in the following fields:
-
In the CONFIGURATION section:
-
POS integration: XEF (the name assigned to the POS integration created in Revo SOLO, 2nd step in this section).
-
Solo: SOLO (the SOLO profile created in the previous step).
-
Save changes.
From this moment on, you should have the integration of Revo SOLO with Revo XEF done correctly.
All that remains is to start setting up the products, upload the catalog, etc.
