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Onboarding Guide | Trivec to Mews

This document provides a step-by-step guide for setting up an integration between Trivec and Mews in our software, the POS-Connector

Updated over a month ago

Guide Overview

This guide provides detailed instructions on setting up and configuring the integration between Trivec → Mews via the POS-Connector. It includes the following sections:

  1. Accessing the POS-Connector:

    • Instructions on how to log in to the POS-Connector.

  2. Configuring POS (Trivec) Settings:

    • Step-by-step guidance on configuring your POS settings in the POS-Connector.

  3. Configuring PMS (Mews) Settings:

    • Detailed instructions for setting up and configuring your Mews settings in the POS-Connector.

  4. Configuring the mapping between Trivec and Mews

    • This step links product categories and payment methods from Trivec to accounting categories from Mews.

Please follow each section to ensure a smooth and effective integration setup. If you have any questions during the onboarding process, please reach out to your Omniboost agent or send an email to pos-support@omniboost.io

Integration Setup Requirements

To establish the Trivec → Mews integration, the following information is necessary:

1. Accounting Categories within Mews

Prior to starting the integration process, the following accounting categories must be created within Mews:

  • Fallback Revenue

  • Fallback Payments

  • Tips/Gratuity

  • Service Charge

Additionally, during the onboarding process, it is essential to link your product categories and payment methods from Trivec to an accounting category. For example, if you have a product category named "Beer," ensure there is an accounting category named "Beverages" or "Alcohol." Similarly, for payment methods like Visa, create an accounting category named "Visa" or "Credit Card." Please ensure these categories are created before onboarding, as you will need them during the mapping process.
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2. Additional Service within Mews

A specific additional service must be established to perform room charges. This service can be named "Room Charge" or any preffe
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3. Outlets within Mews

Outlets should only be created if you plan to enable direct payments like cash or card transfers to Mews.

Accessing the POS-Connector

To access the POS-Connector, follow these steps:

  1. Obtain Login Credentials:

    • Ensure you've been provided with login credentials by an Omniboost support agent. If you haven't received them, kindly request them from your designated contact at Omniboost.
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  2. Navigate to the POS-Connector:

  3. Enter Your Credentials:

    • Email: Input the email address you used to create the account.

    • Password: Enter the password you received in the email.
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  4. Click “Login”:

    • Press the Login button to proceed.

Note: For a visual guide, please refer to the image below for further information.

Starting the Integration Setup

  1. Click “Start Setup”:

    • On this screen, find and click the Start setup button to begin configuring the integration.

Note: For a visual guide, please refer to the image below for further information.

Configuring Trivec (POS) Settings

  1. Configure 'Tip Name':

    • Depending on your preferences, customize the description for tips. It can be named Tips, Gratuity, Trinkgeld (in German), or any term of your choice.

      • This description will be used to send the tips you receive in Mews.

  2. Configure 'End of Day'

    • In Trivec, all open receipts must be closed during the end of day process. If your end of day in Trivec is set to 3:00 AM, the end of day in the POS-Connector should be set to 3:30 AM. The POS-Connector 'End of Day' must always be configured at least 30 minutes later than your POS.

Note: For a visual guide, please refer to the image below for further information.

Configuring Mews (PMS) Settings

The following steps entail configuring the PMS settings, specifically for Mews. Below is a detailed guide to assist you through this process.

  1. Select an Accounting Category for the Default Analysis Code:

    • Within this dropdown, choose the Fallback Revenue that was requested to be created.

      • Purpose: This serves as a safety net if a new product category is added in Trivec but isn't mapped in the POS-Connector. If data appears in this category, log back in and update your mappings.

  2. Select an Accounting Category for the Default Payment Code:

    • From this dropdown, opt for the Fallback Payments that was requested to be established.

      • Purpose: This acts as a safeguard for incorrectly mapped payment methods in the POS-Connector, ensuring no data is lost. If data appears in this category, log back in and update your mappings.

  3. Selecting the correct Outlet:

    • Select the appropriate outlet from the dropdown for each corresponding center from Trivec. For example, choose the outlet "Restaurant" under the center "Restaurant," and do the same for "Lounge."

  4. Selecting the Additional service:

    • A specific additional service must be selected to process room charges. This service can be named "Room Charge," but you also have the option to create multiple services and choose different ones for each outlet per center.

  5. Selecting the Tip Code:

    • From this dropdown, designate the accounting category where Tips/Gratuities will be allocated to.

  6. Selecting the Service Charge Code:

    • In most scenarios, you can also designate the Tip Code here.

      • The Service Charge applies only in regions where it’s included in the bill. If used, create an accounting category in Mews named "Service Charge."

  7. Configuring the Tax/VAT Codes:

    • In the top-left section, locate the Tax/VAT percentages. Select the corresponding percentage from the dropdown to ensure accurate alignment.

      • Example:

        • 0% dropdown → 0%

        • 9% dropdown → 9%

        • 21% dropdown → 21%

Note: Upon completing the above steps, kindly click on Submit and proceed with the subsequent actions.

Configuring the Mapping Between Trivec and Mews

Now that the configuration of Trivec (POS) settings and Mews (PMS) settings is complete, the final step involves configuring the mapping. This step ensures that transactions and data from Trivec are accurately categorized and recorded in Mews.

1. Access Mapping Settings

  • Proceed to the mapping settings in the POS-Connector.

    • At the top, you will find your Trivec centers. Each center can have its own mapping, or you can use the same mapping for all centers by setting the first center mapping as the default.

2. Mapping Overview

  • Left Side: Displays the product categories from Trivec.

  • Right Side: Contains a drop-down menu with your Mews accounting categories.

3. Create Logical Mappings

  • Link the product categories and payment method from Trivec to the corresponding Mews accounting categories.

    • Ensure there is a logical structure in your mapping to facilitate accurate data transfer and recording.

Example Configuration

  • Trivec Product Category: Hot Drinks

    • Mews Accounting Category: Hot Drinks or Drinks

  • Trivec Product Category: Soft Drinks

    • Mews Accounting Category: Drinks

  • Trivec Product Category: Desserts

    • Mews Accounting Category: F&B or Food

Additional Tips

  • Experiment: Do not hesitate to experiment with different mappings to find the most suitable one for your business.

  • Consistency: Maintain consistency in naming and categorizing for smoother tracking and reporting.

  • Consult: Reach out to your Omniboost agent for guidance or assistance with complex mappings.

Final Steps

Upon completing the mapping configuration, review all settings for accuracy. Once satisfied, proceed to test the integration to confirm the correct flow of data between Trivec and Mews. This testing phase helps identify any potential issues and ensures seamless operations going forward. For any required assistance, kindly contact your Omniboost representative or email pos-support@omniboost.io

Additionally, you're always able to go back to the POS-Connector and change things if necessary.
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Note: For a visual reference, see the image below with a mapping example.

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