1 | Summa BI Interface Setup

This article documents the interface with Summa BI. Summa is a New Zealand-based company specialising in collating and reporting sales performance etc. over the web.

About

The Summa Interface comprises of a Job that is scheduled to run after the close of business that will send the relevant sales information to Summa over an FTP Link

The Job remembers the last shift that was sent and will send all data since that last sent shift on each scheduled run
This means that the job can be set to run weekly if desired

Summa must supply the FTP Address, Name and Password

Additionally, a "StoreID" must be supplied for each Venue (Multi-Venues are supported and the sales is sent from the Head Office only)

Job Options

Export Directory	This is simply a location that the Export files are created in prior to sending to Summa
Summa FTP Address	This is supplied by Summa
Summa Login Name	This is supplied by Summa
Summa Password	This is supplied by Summa
Store Export Field	Each Store needs to send a "StoreID" to Summa. This is supplied by Summa and must be set into each Venue record in either the Export Field 1 or Export Field 2
Set From Shift	This will display and allows you to change the "from shift" that the next data export will use. This may be set when the interface is first installed to limit the amount of initial data sent to Summa.

When first configuring this interface, it is advisable to click the 'Set From Shift" and select a shift from when the sales data should be sent. This allows for limiting the amount of data sent in the initial connection
Do not set the interface to run whilst still trading. This will result in partial shift data being sent for that day. The interface must be set to run after close of business one day, and prior to start of business the next day
Ensure you set the Run Missed Jobs to "Never", else the job may run during a trading day and partial data will be sent