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Focus POS Configuration & Install Guide

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Scott Morgan
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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


ALLOW

TCP using port 443

FROM:

  • POS POS Terminals

TO:

ALLOW
Web Surfing from:

FROM:

  • POS POS Terminals

TO:

NETWORK FIREWALL VALIDATION


From the each of the POS TERMINALS open a web browser and navigate to the following web pages.
Each web page should return a plain white page with OK.

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
https://pos.punchh.com/ping
https://poslogs.punchh.com/ping
https://loguploads.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:

  1. Location Key: Location API Key provided by Punchh

  2. POS API URL: pos.punchh.com

  3. Datasync API URL: isl.punchh.com

  4. Discount: Choose Punchh from the dropdown

  5. Select Get Location Configuration & Get Program Meta buttons

  6. 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.