PeopleVine Integration

InfoGenesis POS integrates with PeopleVine, a member experience and customer relationship management platform to enable users to perform the following functionality at POS:

  • Identify members efficiently through lookup

  • Provide discounts for purchases made at POS

  • Serve customized orders and facilitate quicker payments

  • View order placed and transaction details on the PeopleVine portal for each member

  • Associate multiple members on the same check for payment

Prerequisites

  • The latest version of the following add-ons must be mapped to the Integration Application Service module type in License Administration:

    • IAS_Channel_payment_<12.3.14.4>

    • IAS_Adapter_peopevine_<12.3.14.9>

  • The following values must be obtained from PeopleVine before beginning the setup:

    • PeopleVine.APIUsername

    • PeopleVine.APIPassword

    • PeopleVine.APIKey

    • PeopleVine.Username

    • PeopleVine.Password

    • PeopleVine.CompanyNo.

    • PeopleVine.AuthenticateNo.

    • PeopleVine.DiscountID

    • PeopleVine.BusinessLocationNo

Important Points

  • Swiping or tapping cards are not supported at the terminal.

  • Accrual is not supported.

  • Discounts are applied only when inquiry is performed. If tender is applied without performing inquiry, discounts are not added to the check.

  • Trickle Post submenu (POS Configuration ➜ Interfaces ➜ IAS Adapter Configuration) is not supported.

Changes made in IGCM

  • A new terminal option, Terminal Option 1497 (Enable Peoplevine membership), has been added.

    • When enabled, PeopleVine membership is supported at the terminal through the Enhanced Casino Loyalty interface with IAS and loyalty inquiry screen is displayed automatically on the terminal upon opening a check.

    • When disabled, PeopleVine membership will not be supported at the terminal. By default, this terminal option is disabled.

Configurations in IGCM

Configure IAS Adapter Configuration Group

Navigate to POS Configuration ➜ Interfaces ➜ IAS Adapter Configuration Group.

Select Add.

Enter the preferred name for the group in the Configuration Group field.

Select Save. Only one IAS configuration group record must be created.

Configure IAS Adapter

Navigate to POS Configuration ➜ Interfaces ➜ IAS Adapter Configuration.

Select Add.

Refer to the following table and fill in the fields:

Field

Description

ID

Enter an ID for the IAS Adapter.

Configuration Name

Enter the preferred name for the IAS Adapter.

Use Global IAS

  • Enable this checkbox if IAS is running on the app server; applicable to both OnPrem and SaaS.

  • Disable this checkbox if IAS is running on the interface server on-premises.

Under the Settings submenu, enter values for the fields as captured in the following table:

Field

Description

Channel Name

Select Payment from the drop-down list.

Adapter Name

Select peoplevine from the drop-down list.

Adapter Category

This value is auto filled as Loyalty when the channel and adapter names are selected. It is a read-only field and cannot be edited. 

URL

The URL is auto filled.

Field

Description

PeopleVine.baseUrl

The URL to access the PeopleVine system. This field is auto filled when channel and adapter are selected.

PeopleVine.APIUserName

The API username assigned to access PeopleVine. This field is auto filled when channel and adapter are selected.

PeopleVine.APIPassword  

The API password assigned to access PeopleVine.

PeopleVine.APIKey  

The API key provided to access the PeopleVine system.

PeopleVine.UserName  

The username provided to access the PeopleVine system.

PeopleVine.Password

The password provided to access the PeopleVine system.

PeopleVine.AuthenticateNo

The authentication number used to establish connection between the POS system and PeopleVine.

The minimum character of input is 1 and a maximum of 20 characters can be entered in this field.

PeopleVine.BusinessLocationNo 

The unique ID based on the location of the restaurant integrated with the PeopleVine system.

PeopleVine.Discount ID 

The ID of the discount configured in IGCM.
The discount created must have the attributes:

  • Open

  • Percentage type

  • Check level

Navigate to the Configuration Group submenu.

Select the IAS configuration group configured for PeopleVine from the drop-down list.

In the Tender Mapping submenu, select the tenders configured for PeopleVine from the drop-down list.

Select Save.

Configure Tenders

The following tenders are created exclusively for this integration:

  • House Credits

  • House Accounts

  • Card on File

  • Auto

House Accounts

House Accounts tender represents amount owed by the member to the club in their account. This account is set up during membership creation and can be managed at the PeopleVine portal.

It functions like an individual tab for the member, accumulating charges each time they make a purchase at the terminal and choose to pay later at a convenient time. To support house accounts tender at the terminal, configuration must be enabled in the PeopleVine system.

Navigate to POS Configuration ➜ Financials ➜ Tender.

Create a tender record with Tender Verification Code 175 (Loyalty Card).

Enter card code pvhouse in the Card Code field.

Select Loyalty from IAS Adapter Category drop-down list.

Select Save.

House Credits

House Credits functions like a gift card provided for the member’s account. House credits tender has a maximum spend limit for members, which can be configured and managed at the PeopleVine portal.

Navigate to POS Configuration ➜ Financials ➜ Tender.

Create a tender record with Tender Verification Code 175 (Loyalty Card).

Enter card code pvcredits in the Card Code field.

Select Loyalty from IAS Adapter Category drop-down list.

Select Save.

Card On File

Card On File tender refers to the member’s card stored information to facilitate faster future payments. This tender must be enabled for the member’s account in the PeopleVine portal to be supported at the POS terminal.

Navigate to POS Configuration ➜ Financials ➜ Tender.

Create a tender record with Tender Verification Code 175 (Loyalty Card).

Enter card code pvcardonfile in the Card Code field.

Select Loyalty from IAS Adapter Category drop-down list.

Select Save.

Auto

Auto tender is a payment option that enables members to pay for their check using the best available tender option without manually checking balances or splitting amounts. When this tender is selected, the POS terminal verifies the availability of tenders for members in the following priority order:

  1. House Credits

  2. Card on File

  3. House Accounts

This ensures that the check is paid for without making members choose a tender each time.

Navigate to POS Configuration ➜ Financials ➜ Tender.

Create a tender record with Tender Verification Code 175 (Loyalty Card).

Enter card code pvauto in the Card Code field.

Select Loyalty from IAS Adapter Category drop-down list.

Select Save.

Configure Terminal Profile Settings

Navigate to POS Configuration ➜ Profiler ➜ POS Terminal.

Select the appropriate profile and select Edit.

Navigate to the Files submenu and select the Settings.ini File.

In the Adapter Type section, in the Loyalty field, enter PEOPLEVINE.

In the Integration Application Configuration section, configure the following fields:

Field

Description

GlobalIAS

https://10.10.10.10:8118

Replace 10.10.10.10 with the IP address of the Application server.

IsIAS

Enter true.

LocalIAS

https://10.10.10.10:8118

Replace 10.10.10.10 with the IP address of the Interface server.

Select Save.

Configure Terminal Options

Navigate to POS Configuration ➜ Terminals ➜ Terminal Option Group.

Select the appropriate record and select Edit.

Navigate to the Terminal Options submenu.

Enable Terminal Option 1497 (Enable Peoplevine membership).

Enable one of the terminal options to apply eligible discounts during inquiry:

Terminal Option

Description

345 ((Activate advanced check-level discount rules))

Select this option to install advanced check-level discounting rules that include the following:

  • A check-level discount can be applied at any time on the check and is calculated based upon all discountable items.

  • A check-level discount can exist on a check without the existence of any discountable items.

  • A check-level discount that is automatically applied because of a specific tender being applied, is automatically removed if the tender is removed.

  • Only a single check-level discount for each revenue group can exist on the check. Unchecking this option implements the basic check-level discounting rules that include the following:

  • A check-level discount applies to previously entered items only.

  • A check-level discount cannot exist on a check if no discountable items exist.

347 (Allow items and checks to be discounted multiple times)

Enable this option to allow checks to have up to 8 item level discounts on each item plus up to 8 check level discounts. Any discount’s Exclusive property may limit an item or check to fewer discounts. When this option is enabled, more than one check level discount can apply to the same revenue group, multiple discounts are always applied to the gross item price, and the settings of terminal options 11, 345, and 346 are ignored.

Select Save.

Provide Discounts to Multiple Guests on Check

Users can add multiple members and guests on a single check and provide eligible discounts to them.

To avail PeopleVine discounts, at least one PeopleVine member must be associated with a check.

Discounts for multiple members on a check can be applied in one of the following ways:

  • Check level

  • Guest level

Navigate to Properties submenu.

Enable or disable the Apply Discounts at Guest Level checkbox.

  • Enabled - When enabled, discount is applied after inquiry is performed.

  • Disabled - When disabled, discounts are applied only at check level while applying tender and not after a successful inquiry.

Select Save.

Prepare Terminal Data

Prepare terminal data and reload configuration to POS terminals.

Implementation at POS Terminal

Loyalty Inquiry

Open a check to add preferred items. The Loyalty Inquiry screen is displayed to prompt users to perform inquiry and associate members before adding items.

On the inquiry screen, users can perform inquiry by providing any of the following inputs:

  • Name

  • Member ID

  • Email Address

  • Mobile Number

Image

Enter the information. The search results are displayed.

Select the appropriate search result. The guest information screen is displayed.

The following information is displayed on this screen:

  • Image of the guest

  • Name

  • Date of birth

  • Mobile number

  • Email address

  • Account balance

  • House credits available

  • Status of card information

  • Food and beverage preferences

    • Allergies

    • Dietary restrictions

    • Seating preference

    • Notes

    • Previously purchased items

Select Done. The member is associated, and the eligible discount is applied automatically. Only check-level open discounts are supported.

If a tender is voided from the check or a closed check is reopened or refunded, the order is cancelled in the PeopleVine system as well.

Loyalty

Navigate to Functions ➜ Loyalty. Since the guest is already associated with the check, the guest information screen is displayed directly.

Select the preferred tender from the Available Tenders section on this screen. The tender is applied and the check is closed. Once order is placed, details are also displayed on the PeopleVine portal.

Multi-Guest Functionality

If the configuration for multi-guest is enabled in IGCM, the vertical scroll bar appears next to the check view.

Users can perform Loyalty Inquiry (#456) function multiple times to associate more than one member.

Updated Documentation: Agilysys InfoGenesis POS 12UX Integration with PeopleVine