Order Sync Macro for Automated POS Sales Integration
Import completed sales from external POS systems and automatically create orders with customer, item, and payment details in the system.
Overview
The Order Sync macro retrieves completed sales data from external POS systems and creates corresponding orders.
It processes sales, maps payment methods, and generates orders with customer, item, and payment information.
Ensure API access and authentication for the external system are correctly configured before running this macro.
Purpose
This macro
- Retrieves completed sales from external systems
- Creates orders automatically
- Maps payment methods to system accounts
- Syncs customer and item data
In short
Sync external sales into the system as orders
When It Runs
Used for order synchronization
Typically runs
- Scheduled execution recommended
- Manually triggered when needed
- After sales are completed in external systems
Parameters
Date from which sales should be fetched
List of register names to filter sales
Location where orders will be assigned
The macro processes completed sales and avoids duplicate order creation using external references.
How It Works
Fetch Sales Data
Retrieve completed sales from external system using API.
Handle Pagination
Load all pages of sales data if multiple pages exist.
Get Existing Orders
Retrieve existing order references to avoid duplicates.
Map Payment Methods
Match external payment types with system payment accounts.
Filter Valid Sales
Process only sales from selected registers.
Create Orders
Generate new orders with customer and item details.
Add Order Items
Add products to orders with correct quantity and pricing.
Set Totals and Payments
Apply totals and assign payment methods.
Add Notes
Attach notes from external sales if available.
Complete Process
Finalize order creation and log execution.
Final Result
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Sales are imported as orders
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Customer and item data is created
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Payment methods are mapped correctly
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Duplicate orders are avoided
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Process execution is logged
Usefulness
This macro is highly beneficial for
- Automating order creation from external systems
- Reducing manual data entry
- Improving data accuracy
- Syncing sales and orders in real time
- Enhancing operational efficiency
Important Notes
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Requires valid API authentication
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Processes only completed sales
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Avoids duplicates using external reference
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Payment mapping must be configured correctly
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Depends on external system availability
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Large data volumes may impact performance
Example Scenario
Key Insight
Automating order synchronization ensures consistency between systems and eliminates manual processing delays.
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