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Qu POS

Updated

Accurate sales and labor data tracking is at your fingertips with the Qu POS integration!

SKIP AHEAD TO:

Adding the Integration
Mapping your Roles
Mapping your Employees
Actual Sales & Forecasting
Actual Labor
Sync POS Time Clocking Data
Schedule Enforcement
Employee Sync
Wage Sync
Tip Pooling (Coming Soon!) 

Prerequisites

⚠️ Version 3.5+ of Qu POS is required to integrate with 7shifts.

⚠️ Access to certain features may require an upgrade from your current plan.

Adding the Integration

How to add the Integration

⚠️ To activate the Qu pos integration setup will require assistance from both Qu POS support and one of our integration specialists at 7shifts.

  1. Reach out to your Qu POS representative to let them know you would like to integrate with 7shifts. They will request the necessary credentials from our team to assist with the setup.
  2. After our support team has assisted you with the integration setup, your Qu POS integration and integration settings will be accessible within your 7shifts account under Apps & Integrations > My Integrations .
  3. Click on Qu POS:
    Screenshot_2023-04-08_at_6.44.08_PM.png
  4. Select Finish Setup.
  5. Next, map your roles and employees to ensure accurate reporting across your 7shifts Account. When your roles and employees are mapped, you can leverage 7shifts reporting and analytics tools to help you make informed decisions and track your business needs.

    ⚠️ Once activated, it may take hours for the system to start bringing in your previous sales. If they do not appear initially, please check back in a few hours.

  

 

Mapping Roles

You'll want to review and map your specific Roles between your POS and 7shifts to easily assign Roles when adding new employees from your POS. This is how you will be able to match your Role in 7shifts to their counterparts in your POS.

⚠️ It is especially important to ensure that you map your Roles correctly before enabling the Wage Sync feature.

To map your Roles:

  1. In the left navigation bar, head to Apps & Integrations > Mapping.
  2. Select Roles.
  3. 7shifts will automatically map any Roles that already exist between your POS/payroll and 7shifts, if they are both spelled the same way, with identical spacing. You'll find those under the Mapped heading:
    aniROLES.png
     
  4. If 7shifts was not able to auto map the specific Roles, you'll need to either create the Role within 7shifts or your POS, or map it to another existing Role.

    Click here to learn more about mapping Roles.

Mapping Employees

You'll need to map your Employees between your POS and 7shifts to connect the Schedule Enforcement and Actual Labor features. This is how you will be able to match your Employees in 7shifts to their counterparts in your POS.

  1. In the left navigation bar, head to Apps & Integrations > Mapping.
  2. Select Employees.

  3. 7shifts will automatically map any Employees that already exist between your POS and 7shifts (if they are both spelled the same way). You'll find those under the 'Mapped' heading. 

    aniEMPLOYEES.png

  4. For unmapped Employees, you can either match up, ignore, or create the Employee. 
    1.  
      • Match: Simply find the corresponding Employee on the list.
      • Ignore: You'll want to ignore if the Employee will never need to clock in/out (i.e. salaried employees).
      • Create: This will add the Employee to 7shifts, allowing you to start scheduling them. 
     
  5. If an incorrect match was made, you can always correct the mistake by unmatching them. The employee will now be listed under 'Unmapped' and you can assign them correctly from there. 
  6. Moving forward, you can add your new Employees to your POS or 7shifts. New employees will be mapped automatically if a match is found. 
    If Employees are not in your 7shifts account yet, you will also have the option to add them directly from the Mapping Page by clicking 'New employee in 7shifts.'

Actual Sales & Forecasting

Once your integration has been activated, your real-time sales data will be enabled by default. We will backfill 90 days of previous sales, if available. 7shifts will also use those Actual Sales values to populate Projected Sales, allowing you to create schedules based on those projections.

After activating your integration, please note that sales projections may not appear immediately. It can take approximately 1-2 weeks from the activation date for sales projections to become visible, covering up to four weeks into the future. These will become more accurate over time as more data is available.

You can manually import sales data for more immediate projections. To do this, import hourly sales each day or individual receipts consistently. You can learn more about sale projections here.

Sales data from Qu POS syncs to 7shifts every 15 minutes.

⚠️ Sales Accuracy

To ensure accurate reporting and matching sales totals, 7shifts and Qu POS must both:

  • be in the same timezone
  • have work day hours ranging from 5AM—5AM

7shifts sales values from Qu POS are calculated using the following formulas:

  • Net = Check Total - Tax - Gift Cards - ServiceChargeTotal (default)
  • Gross = Check Total - Tax + Discount - Gift Cards - ServiceChargeTotal (optional) 

Regarding sales values...

  • The check total comes from the value total from the receipt payload.
  • The tax comes from the value add_on_tax.
  • The gift cards come from the value gift_cards_sold.
  • The service charges come from the value service_charge_total.
  • The discounts come from the value discount_total.
  • We don’t use the receipt line items to calculate the check total.

7shifts will sync sales data into the Dashboard, Manager Log Book, Actuals Report, and the Labor Budget Tool.

Dashboard

Click here to learn more about the Dashboard.

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Manager Log Book

Click here to learn more about the Manager Log Book.

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Actuals Report

Click here to learn more about the Actuals Report.

ACTUALSreport.png

Labor Budget Tool

Click here to learn more about the Labor Budget Tool.

 
Projected Sales

When building schedules for future weeks, 7shifts will automatically use past historical sales data to generate and insert sales projections. This feature enables more accurate scheduling to help you stay on budget and within your labor targets.

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Actual Sales

The Actual Sales data will initially be empty for the current or future days until sales data starts rolling in. Once sales numbers are pulled into 7shifts, they will be displayed under the respective days.

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Actual Labor

With the Qu POS Actual Labor integration, your actual labor costs will be pulled into 7shifts. Once enabled, your actual labor data will be displayed on our Dashboard, allowing you to compare Sales vs Labor.

How to enable Qu Actual Labor

1. Head to Apps & Integrations > My Integrations > Qu POS.

2. Click 'Settings' beside the Location(s) that you want to enable.

3. Click on the 'Labor' tab and toggle on the slider for 'Actual Labor.'Screen Shot 2022-11-01 at 10.34.38 AM.png

You'll see the Actual Labor numbers update on the Dashboard on the day you enabled Qu POS Actual Labor. Going forward, these numbers will be updated daily (every 5 minutes) from your Qu terminal. 

 

Sync POS Time Clocking Data

If you have a POS integration that includes labor, you have the option to view your employee's time clocking entries from the POS within 7shifts. In addition, you are able to export this time clocking data to any of our payroll integrations. 

7shifts sync pos labor data

Click here for more information on enabling this function. 

Schedule Enforcement

You can ensure that your staff clocks into Qu POS  only when they're scheduled to work. In turn, this allows you to control and reduce labor costs.

Here's how it works: Shifts are automatically synced to your Qu POS. Staff clock in/out on the POS. Your POS will then validate whether or not that employee is scheduled to work and can clock in. If they are scheduled to work, they will be allowed to clock in.

⚠️ If the employee isn't scheduled to work at that time, a manager will need to override in order to allow them to clock in.

How to enable Schedule Enforcment

In 7shifts
 

  1.  
    1. Mix flour, cinnamon, salt and starch in a bowl.
    2. Whip the eggs with sugar for 3-4 minutes with an electric wire whisk. The     mixture should lighten a little and increase in volume.  

1.

  1.  

mapped your Employees

2. Then, head over to Apps & Integrations > My Integrations > QU Pos.

3. Click 'Settings' beside the Location(s) that you want to enable.

4. Under the 'Labor' tab, toggle on 'Schedule Enforcement.'

In Qu POS

1. Navigate to https://admin.qubeyond.com/configuration/

2. Click Stores in the left navigation bar > select the location:

 

Screenshot 2024-02-15 at 3.51.57 PM.png

3. Click Platform Settings:

Screenshot 2024-02-15 at 3.53.02 PM.png

4. Click Include Settings:

Screenshot 2024-02-15 at 3.53.48 PM.png

5. Click the Filter by title field > search for "Labor Schedules":

Screenshot 2024-02-15 at 3.55.09 PM.png

6. Select Labor Schedules:

Screenshot 2024-02-15 at 3.56.04 PM.png

7. Click the + to add the platform settings:

Screenshot 2024-02-15 at 3.56.54 PM.png


 


8. Toggle Enable Labor Schedule:

Screenshot 2024-02-15 at 3.57.44 PM.png

9.  Enter your Grace Periods:

Screenshot 2024-02-15 at 3.58.54 PM.png

10. Click Save to complete these changes:

Screenshot 2024-02-15 at 3.59.42 PM.png


11. (optional) Follow the same steps for additional locations needing to enable the time punch enforcement.

12. Once settings have been enabled, be sure to publish the schedule or any schedule changes in 7shifts. And perform a manual terminal update on the Qu POS app.

 

Employee Sync

7shifts can automatically create a new employee when you add them to your POS. Streamline your employee onboarding process by eliminating the need to enter employee information twice. Employee Sync also helps ensure your employee records match in both systems, so your labor data is always up to date in 7shifts.

The following employee information will be pulled from your POS:
  1.  
    1.  
      • First / middle / last name
      • Email
      • Their assigned Roles (jobs)

⚠️ To use Employee Sync, you will first need to:

1. Have Actual Labor turned on in your integration settings.

2. Map your existing Employees. This will ensure Employees you have chosen to ignore during mapping will not be created in 7shifts.

3. Map your Roles. This will ensure Employees will be assigned the correct Roles in 7shifts when they are created.

Click here for more information about Employee Sync and how to enable this function.

Syncing Wages

You can set your Employees' wages in 7shifts to sync with the wages from your POS. This will ensure that your wages within 7shifts are always up to date with the wage in your POS.

⚠️ Prior to syncing wages, you will need to enable Wage-Based Roles and have properly mapped your Roles.

How to enable Wage Sync
  1.  

    1. Head over to Apps & Integrations > My Integrations > Qu POS.

       

    2. Click 'Settings' beside the Location(s) that you want to enable.

       

    3. In the 'Employee Data' tab, click the slider button to enable 'Wage Sync.'

      Screen_Shot_2022-11-02_at_10.00.01_AM.png

 
 

Tip Pooling (Coming Soon!)Click here to learn more about setting up your Tip Pools to automatically collect and divide tips gratuities among employees! (1).png

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