New Brand On-Boarding
For a new brand on-boarding, there are pre-requirement steps required to enable the Aloha Punchh integration installation:
The brand's Punchh Portal must be setup with POS Type set to Aloha (Secure)
The brand's lab and locations should be defined in the Punchh portal and the Punchh Store No. Value should be = to the Aloha POS Unit ID
The brand has Setup the Aloha Required POS database items that will be used across all locations for the entire brand
Comp Setup for Punchh
Open Menu Item for Punchh Check in codes
Open Menu Item for Punchh Redemption codes
Designate an existing or created a new VOID Reason to be used when an employee needs to remove a discount or checkin from the POS transaction
The Implementation Manager should gather all these required information in addition to the information below for the Brand's Lab location and open a ticket through the Punchh Support team
Full and complete site export list from the brand
Note: This Document Needs To Be Followed Step By Step In Any Of These Scenarios
New site or New location Installations
A Brand adds a new location in the Punchh Portal or changes the Location’s Punchh Store No. ID on the Punchh Portal
After Updating or replacing FOH or terminals unless the replacement hardware and software are identical.
After Updating or replacing BOH Computer/Server.
If the Version of Aloha at the site is updated to or changed to a different version E.g. QS 12.3, 12.7, 15.1. or TS 12.3, 12.7, 15.1.
If the Versions of .NET Framework running on the FOH terminals is changed or updated at any site.
Each version of the AlohaPunchhSetup.exe MSI is built to be brand-specific to meet the brand's needs.
Each version of the AlohaPunchhSetup.exe MSI is built to be Aloha version Specific.
Step #1 Before You Install Punchh:
1. At least one week before the site goes live for a new Aloha POS Site.
Your admins will need to add the new site in the Punchh Portal under Setting > Locations > New location
Ensure that when you are creating these new locations in the Punchh Portal the "Store Number/Identifier" you choose for the new location is identical to the "Store Unit ID" set in the Aloha POS System Settings for this store.
Please Note: if you do not put in the correct "Store Number/Identifier" the first time you are entering details for this location you will need to change the "Store Unit ID" in Aloha to match the "Store Number/Identifier"
Please Note: If the Store is set up in the Aloha POS with a leading zero (001 vs. 1), then the unit ID in Punchh needs to ALSO include the leading zeros
2. Provide the following information to Punchh Support Center in a new ticket created here https://support.punchh.com
Site Name in the Punchh Platform
Site / Store Number as Programmed in the Aloha POS System Settings
Aloha POS Type (QS/TS) and Major Version for the site (6.7x, 12.3x, 14.1x, 15.1x)
The site Punchh API Key ID
Versions of .net running on ALL FOH of the POS terminals:
You can obtain the .NET version currently running by following the instructions in this link below:
Once received, the Punchh Support team will add the new location(s) to our Punchh Configuration and Update server.
You will be notified via the support ticket that the addition has been made to our configuration server and you can then proceed to install Punchh on the AlohaBOH PC
Please Note: We currently do not read the "Store Number/Identifier" from the Punchh Platform. Any changes to the "Store Number/Identifier" either on the Platform or POS System Settings needs to be coordinated with our support team via a support ticket opened on the Punchh Support Center at https://support.punchh.com
Please Note: Your installer WILL NOT WORK until the new site is set up on our Punchh Configuration server.
You must ensure that prior to installation you validate that the site's firewall will allow you to navigate to htttps://punchh.freshservers.net/punchhapi/ping on the AlohaBOH PC.
If you are staging the POS at a site other than the final destination before go-live ensure all the firewall and POS AV rules are set up and confirmed working. The configuration server needs to be accessible for updates to the application and changes in configuration See the Firewall Guide here: https://support.punchh.com/hc/en-us/articles/360010556653-Aloha-Firewall-Site-Setup
Step #2 Installation Process:
1. Once Firewall access has been confirmed, you may proceed with the Punchh Installation:
From Aloha, stop the POS from transactions. This will ensure that other services such as online ordering will not have files locked from being updated
Run Installation program on Aloha Back Of House computer called AlohaPunchhSetup.exe
PunchhConf.exe will be launched to configure the initial setting for Punchh software.
Please Note: If your installer does not launch the PunchhConf.exe either the store "Store Unit ID" in Aloha does no match the "Store Number/Identifier" in Punchh or the Firewall is blocking this service.
Please follow the steps in Aloha POS Punchh Integration (Fresh Install) for the exact installation instructions for the Aloha Configuration.
2. After the initial installation has been completed, the system will not yet be ready to test or use in a production environment.
Upon installation the Punchh Monitor Service will connect to the Punchh Configuration Server at punchh.freshservers.net
Using the settings built into your Brand Specific Punchh installer. The "Store Unit ID" / "Store Number/Identifier" and "API Key" for the specific location will be read from the Aloha.ini file to identify itself to the Punchh update server.
The Update/Install server will then match the correct Brand/Location settings and the designated Punchh Version to this site's configuration and send the correct installation data to this site.
Once downloaded the Punchh Monitor Service will attempt to update the Punchh POS application files in the POS /BIN/ folder that were installed with the initial installation of the Brand Specific install EXE
Please Note: This process will take about 10-25 minutes to complete. Once completed, you should refresh the POS and restart the FOH. From the FOH terminal you should see the new files being added as the POS restarts from 2-3 times.
Step #3 Validation Testing:
1. Once Aloha is floating, test the POS for Punchh Functionality:
Perform a guest lookup in the Punchh GUI
Apply a redemption from the Punchh GUI
Ring a check and scan the barcode with the App to earn
(If applicable) Use the POS Scanner to perform a user check-in
(If applicable) Use the POS Scanner to perform a user redemption
Please Note: In the event, the system doesn't work 100%, open a new POS Support ticket and Include the following log files with the ticket:
(Log files guide here https://support.punchh.com/hc/en-us/articles/360012056234-Aloha-POS-Punchh-Logging-FAQ)
Punchh Monitor Service update logfile from the AlohaBOH server. This will be located on the AlohaBOH PC in the following folder:
Punchh Proxy service logfile from the AlohaBOH server.
AlohaPunchhSVC log from the AlohaBOH Server. This will be located on the AlohaBOH PC in the following folder:
AjohaPunchh logs and PunchhInter logs from the Aloha POS Terminal Aloha\TMP Folder:
We should be able to determine what is causing the update issue form these log files. If there are problems downloading the new AlohaPunchh.exe or PunchhMonitor.exe most of the time this is caused by LANDesk or other AV controls. Temporarily disabling them may get the POS up and running, but rules need to be added to the LANDesk configuration to enable future updates.*