If your company uses Tevalis ePOS, you can easily connect your account with Planday and automatically import revenue data into Planday.
Once set up, you can monitor your revenue in real-time with a recurring auto-refresh at the end of each business day. Revenue data is fetched for the chosen number of past days, so the latest updates will also be shown in Planday. The revenue data in Planday is displayed in days. Monitor your revenue, scheduled labour costs, and labour percentage in the top menu by going to Reports > Revenue or view it directly on your schedule.
Create revenue units
If you haven't already done so, you must first create revenue units for the relevant departments in Planday. Before setting up the integration, create at least one Revenue unit in every Department where you wish to import revenue.
To set up a Revenue unit in Planday, go to Reports > Revenue > Manage revenue > Revenue units.
Note: You can create several revenue units within a department.
When setting up a Revenue unit, select the option to Enter daily revenue for every unit you want to map, along with selecting Include in total revenue.
Note: For detailed steps, read Set up revenue with cost centres and budgets.
Request details from Tevalis
Before you can set up the integration, you need to contact Tevalis support to request the following details:
Your Tevalis Company ID
Your Tevalis Secret
Please be aware that the sales areas that you want to import revenue data from need to be set up as permanent sales areas in Tevalis. Tevalis support can assist you with this.
Activate the Tevalis integration
Connect to Tevalis
If you have several Planday organisations, you can only connect one Tevalis account to one Planday organisation. Connecting the same Tevalis account to different Planday organisations will disconnect it.
Log into Planday and go to Settings > Integrations > Overview.
Find the Tevalis integration in the POS category and press Add.
Enter the company ID and the secret, which you received from Tevalis support.
Press Connect. If the connection fails, please check that you have entered the correct connection details from Tevalis.
Integration settings
Configure the settings for the integration.
Select the number of past days you want to fetch data for. The integration will update the revenue numbers from Tevalis for the number of prior days chosen, so any changes to the revenue data will also appear in Planday.
Select Overwrite existing data if the integration should overwrite the existing numbers in Planday. This should be selected if the budgeted revenue is entered manually in the revenue report, or if the days being fetched have had any changes or updates made to the revenue numbers in Tevalis.
Select if you want to include or exclude VAT in the revenue from Tevalis.
Location matching
Now you can connect the Revenue units in Planday to their corresponding sales area in Tevalis, so the revenue will be imported into the correct departments in Planday and the accurate labour percentage will be calculated.
Open Location matching by clicking on Show details.
Here you will see all the Revenue units created for your business in Planday. In the dropdown menu next to the name of each Revenue unit, choose the corresponding sales areas from Tevalis. Select Activate and the integration will start importing your revenue data from Tevalis.
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