6.25. How to Integrate SambaPOS With Jetrik?

In this document it will be explained how to integrate SambaPOS with Jetrik.

1. Settings to Handle on SambaPOS

1.0. Determining Server PC For All Go Orders

Since all orders received via Go Order will work on a special Entity Screen, they can work on different users/terminals you want.

However, the computer on which new order alerts will be sent must be selected.

When this setting is selected, the green Go Order Working text will also appear on the program status bar (lower left corner in SambaPOS).

Main Menu > Manage > Settings > Local Settings > General > Select This Terminal is box and click on Save.

IMPORTANT NOTE: Possible reasons for displaying the Go Order Working phrase as Go Order Not Working;

SambaPOS Licensing might not be done
Jetrik Integration License might not be purchased
There might not be a proper internet connection

1.1. Setup of SambaPOS Advanced Delivery Service Configuration

You can skip this stage if you already have Advanced Delivery Service Configuration on your SambaPOS. If you don’t have it then you can apply the document here.

1.2. Adding Jetrik Discount Calculation Template

1.2.1. Adding Jetrik Discount Account

Main Menu > Manage > Accounts > Accounts > Here click on Add Account.

Account Name: Jetrik Discount

Account Type: Discount Accounts

After completing necessary editings, click on Save button.

1.2.2. Adding Jetrik Discount Account Transaction Type

Main Menu > Manage > Accounts > Account Transaction Types > Here click on Add Account Transaction Type.

Account Transaction Type Name: Jetrik Discount Transaction

Source Account Type (Debit): Receivable Accounts

Target Account Type (Credit): Discount Accounts

Default Source Account:Receivables

Default Trget Account:Jetrik Discount

After completing necessary editings, click on Save button.

1.2.3. Adding Jetrik Discount Calculation Type

Main Menu > Manage > Tickets > Calculation Types > Here, click on Add Calculation Type.

Template Name: Jetrik Discount

Account Transaction Type: Jetrik Discount Transaction

Calculation Method: Fixed Amount

Decrase Amount: This box must be selected.

After completing necessary editings, click on Save button.

1.2.4. Adding Jetrik Account Calculation Selector

Main Menu > Manage > Tickets > Calculation Selectors >Here, click on Add Calculation Selector.

Name: Jetrik Discount

Button Header: Jetrik Discount

Calculation Type: Here, click on Add and select Jetrik Discount.

After completing necessary editings, click on Save button.

1.3. GO Order Jetrik Settings

1.3.1. Go Order Jetrik Settings

Main Menu > Manage > SambaPOS Go > Go Order Jetrik > Here, set your settings as shown in the below image.

Go Order Active: Must be selected.

Menu: Select the Menu you want to use.

Customer Entity: Select it as Customers. (Your Customers Entity Type)

Table Entity Type: Select it as Tables. (Your Tables Entity Type)

Ticket Type: Select the Ticket Type that you use for Delivery Service. (Your Delivery Service Ticket Type)

Discount: Jetrik Discount

Default Category: This is the field where you select which category the product will be transferred to by default when an order for a product that is in the Jetrik menu but not in SambaPOS is received.

State and State Value: The initial status of the ticket to be created is determined here.

For example Delivery: Waiting

After completing necessary editings, click on Save button.

1.3.2. Adding Jetrik Entity Screen

Main Menu > Manage > Entities > Entity Screens > Here, click on Add Entity Screen.

General Settings Section;

Name: Jetrik

Button Header: Jetrik

Ticket Type: Delivery Ticket

View Mode: Layout

Entity List Section;

Entity Type: Customers

Mappings Section;

Here, add a row by clicking on Add and click on Save button.

1.3.3. Editing Jetrik Entity Screen Settings

Main Menu > POS > Jetrik Entity Screen > In here activate design mode by right clicking of mouse.

Red line of the frame indicates that design mode is activated.

After activating design mode, click on Add Widget > Go Order Jetrik Explorer and position it on the screen by using mouse and editing tool.

After Adding Go Order Jetrik Explorer Widget click on the button shown in the below image to adjust it on the screen.

– In order to save the changes that you made you need to close the design mode by right clicking on mouse and select the Design Mode again.

– After completing these operations, you need to completely shut SambaPOS down once by exiting the PIN entry screen.

1.4. Important Notes

NOTE 1: If the names of the products coming from Jetrik and the products in SambaPOS are different, these products are added to the category you specified as the Default Category in the step 1.3.1. Go Order Jetrik Settings of this document.

NOT 2: These products, which are added to the default category in SambaPOS, must be added to the relevant Print Jobs and sent to the printers.

2. Registering on reg.jetrik.com

3. Settings To Be Done on panel.jetrik.com

3.1. Dashboard

In here, you can set your restaurant as Open-Closed, change theme-language-password settings by clicking on your name which is located on the top right corner.

The data flow on the home page is not available in the Jetrik QR Menu package, but is only available in the Jetrik Starter and Jetrik Growth packages.

3.2. Restaurant Setup

3.2.1. Main Information Screen

On this screen you can set how your restaurant’s name and image will be displayed on the website and on the app.

You can also view, download and copy the QR Code that will display your menu from here.

You can select the base language for your Jetrik Panel from the Default Language section.

If you have products in more than one language, you can set them in the Additional Languages section.

POS Program: SambaPOS

Licensed Email: Type your SambaPOS V5 Pro License email address here.

3.2.2. Location Screen

You can insert your restaurant’s location information.

3.2.3. Cuisine Selection Screen

On this screen you can select the Cuisine Types that you offer for your customers.

3.2.4. Tables Screen

On this screen you can download the QR Codes for your tables and add new tables.

3.2.5. Taxes Screen

On this screen you can set Tax and Service Charges.

3.3. Services and Hours

3.3.1. Pickup Screen

If your restaurant offers Pickup Service, you can handle the settings from here.

3.3.2. Delivery Screen

If your restaurant offers Delivery Service, you can handle the settings from here.

3.3.3. Dine In Screen

If your restaurant offers Dine In Service, you can handle the settings from here.

3.3.4. Opening Hours Screen

You can handle Opening Hours settings of your restaurant from here.

3.3.5. Scheduled Orders Screen

If you offer your customers the ability to place Planned Orders, you can make the relevant settings here.

3.3.6. Scheduled Orders Screen

You can adjust the settings here for how your restaurant will appear outside of business hours.

3.4. Payment

3.4.1. Payments Screen

You can track your payments for your orders from this screen.

3.4.2. Payment Methods Screen

You can set the payment methods that can be used for your orders from this screen.

3.4.3. Paynet Payment Screen

If you want to use the Paynet Payment option for your orders, you can activate it from this screen.

3.4.4. Paynet Create Account Sreen

If you want to use the Paynet Payment option for your orders, you can create an account from this screen.

3.5. Loyalty

3.5.1. Settings Screen

You can activate the Reward option for your restaurant here.

3.5.2. Points Screen

You can follow your customer’s Points status here.

3.5.3. Transactions Screen

You can follow the activity status by selecting a user here.

3.6. Menü Setup

3.6.1. Menu Settings Screen

On this screen you can add new categories – products and add images to them.

While you can create your menu manually via Jetrik, you can also have your menu in SambaPOS sent to Jetrik with a single click from within SambaPOS.

Sending Menu from SambaPOS to Jetrik;

Main Menu > Manage > Settings > Program Settings > SambaPOS Jetrik Integration > Select the Menu you want to send to Jetrik > Click on Send Menu to Jetrik button > Click on Save button.