POS Prerequisites/Requirements
Focus POS Version 10.1.211229 or higher
CUS (Customer Service) module
Configure Firewall/AV
PUNCHH Firewall rules. Confirm that the following FQDN (Fully Qualified Domain Names) endpoints are properly whitelisted in the site's firewall/router. (PUNCHH DOES NOT SUPPORT FIREWALL RULES USING IP ADDRESSES)
NETWORK FIREWALL CONFIGURATION | |
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ALLOW TCP using port 443 | FROM:
TO:
|
ALLOW | FROM:
TO:
|
NETWORK FIREWALL VALIDATION | |
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From the each of the POS TERMINALS open a web browser and navigate to the following web pages. If any page doesn't return OK, the firewall needs to be reviewed to ensure the correct FW rules are in place. | https://isl.punchh.com/ping |
POS Setup
Step 1: Configure a discount for Punchh redemptions.
Navigate to Order Entry → Discounts.
Step 2: Create a new Punchh discount.
Name: Customer Choice - This name is displayed on the receipt & reports.
Computation: Item $
Item Selection: Selected Items
Options:
Active: Checked
Include Modifiers: Checked
Item $ Allocate: Checked
Guest Check Name: Customer Choice (this is a receipt friendly name if you which to have a different name printed on the receipts)
Step 3: Configure Focus POS for Punchh
Navigate to Miscellaneous → Credit/Gift/Loyalty/Customer
Step 4: Enter Location Specific Information
Go to the Loyalty Direct tab, leverage the information below to populate the fields both URLs, discount, select “Get Location Configuration” &“Get Program Meta” and Save:
Location Key: Location API Key provided by Punchh
POS API URL: pos.punchh.com
Datasync API URL: isl.punchh.com
Discount: Choose Punchh from the dropdown
Select Get Location Configuration & Get Program Meta buttons
Click Save
Before you Save, be sure to select both “Get Location Configuration” & “Get Program Meta” as this will inherit the program and location settings.
Step 5: Create a new Package for Punchh
Navigate to Order Entry → Packages
Enter Information as outlined below
Name: Customer choice
Command Line 1: Punchh Loyalty
Step 6: Add Package to Canvas
Navigate to Menu → Canvas Designer and place the Punchh package on each applicable canvas and Save.