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GoTab POS

Updated

You can integrate your GoTab POS to pull your actual sales, labor, and employee data into 7shifts.

⚠️ Access to this feature may require an upgrade from your current plan.
SKIP AHEAD TO:
Adding the Integration
Actual Sales & Forecasting
Actual Labor
Tip Pooling

Adding the Integration

⚠️ You will need to have your Resource IDs handy. You can get your Access Token and information from 7shifts by heading to Settings > Developer Tools. For assistance with completing the integration setup, please contact GoTab's support team (support@gotab.io).

To get started the Admin of the Account can log into GoTab to grant access between 7shifts and GoTab. Click here to learn more about integrating from GoTab.

Actual Sales & Forecasting

Once your integration has been activated, your real-time sales data will be enabled by default. 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 GoTab POS syncs to 7shifts every minute.

7shifts will begin pulling in your sales data into the Dashboard, Manager Log Book, Actuals Report, and the Labor Budget Tool.

⚠️ Sales Accuracy

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

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

Ensure that you close all your receipts at the end of the night. Failure to do so can result in a change in receipt dates when payments are cleared on subsequent days, causing discrepancies in reporting between 7shifts and GoTab. In other words, any payments or tips added to a receipt at a later time may not be accurately reflected between the systems.

Dashboard:

Click here to learn more about the Dashboard.

Manager Log Book:

Click here to learn more about the Manager Log Book.

Actuals Report:

Click here to learn more about the Actuals Report.

Labor Budget Tool:

Click here to learn more about the Labor Budget Tool.

Projected Sales

Now when you go to build schedules for future weeks, 7shifts will automatically look at past historical sales and insert your sales projections for you. This allows for more accurate scheduling if you're wanting to stay on budget and within your labor targets.

Actual Sales

The Actual Sales will initially be empty for the current or future days until sales start rolling in. Once the sales numbers have been pulled into 7shifts, they will be shown appropriately under those specific days.

Actual Labor

We integrate with GoTab POS for actual labor, this means that your Employees can punch in on GoTab POS and that data will be pulled into 7shifts. Once enabled, your actual labor costs will be displayed on the Dashboard allowing you to compare Sales vs. Labor.

You'll see the labor numbers update on the Dashboard on the day you enabled GoTab POS actual labor. Going forward, these numbers will be updated in real-time from your GoTab terminal:

  • When an Employee clock in, their open punches are immediately sent over
  • Breaks, declared tips, and punch-out times are sent upon punch-out
  • It's possible to edit punches in GoTab POS, but it's recommended to make those edits directly in 7shifts

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The integration supports the ability to sync users, and therefore can accurately connect receipt details to the correct Employee.

 

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