The following directions should be followed to export data from FranPOS for importing into Pinogy POS.
This procedure can either be completed by yourself, or you can share access credentials with us and we will take care of the whole process for you.
Please be aware that when we export your data, we actually do this process twice. The first time lets us preload the information into your new Pinogy POS system so you can review everything ahead of time to make sure it’s good. We then export everything a second time the night before you go live to refresh all of the information in Pinogy POS so you start with completely up to date information and get off to a great start.
Log into https://my.franpos.com
Click on Reports in your left hand menu.
Click on the “Detailed sales by product” report.
Select your date range (1 & 2), and then click on “Export” (3), and finally “Export to Excel” (4).
Click on Reports in the left hand menu again.
Click on the “Sales by payment method” report.
Select your date range (1 & 2), and then click on “Export” (3), and finally “Export to Excel” (4).
Click on Reports in the left hand menu again.
Click on “Gift Card” report.
Set your date range (1) & (2), set the report mode to “Detail view” (3), then Show as “Created gift cards” (4), then Export (5), and Export to Excel (6).
Run the same gift card report a second time, but this time select “Redeemed gift cards” under Show (1), and then Export (2), and Export to Excel (3).
Go back to Reports again.
Click on the Inventory valuation by SKU report.
Leave all of the default settings and click on Export (1), then Export to Excel (2).
Click on Reports in the left hand menu.
Click on Call list.
Select your date range (1) & (2), then Export (3), and Export to Excel (4).
Go back to Reports.
Click on Loyalty points.
Select Export (1), then Export to Excel (2).
Go back to Reports
Select the Store credit report
Select Export (1), then Export to Excel (2).
Collect all of the exported reports that you just generated, zip them up, and email them to import@pinogy.com.