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Set up wines to sync with Revel
Set up wines to sync with Revel

Choose what wine categories, subcategories OR product group to automatically sync with Revel

Updated over a week ago

This is how to do your initial set up and determine what wines will synchronize between Vines OS and Revel.

In Vines OS

Step 1:

  1. Go to Revel POS > Items

  2. At the top, select Map Wines

  3. If you have more than one establishment or location, choose the location that you are setting this for. If you want inventory for a product to show on Vines OS from both locations, map it in both locations.

  4. In "Put Vines OS Products in Revel Subcategory" choose the Revel subcategory where you want to put products IF they are created as new on Vines OS.
    **This is required in order to push an order from Vines OS to Revel, if it has an item that has been added on Vines OS and is NOT on Revel. Vines OS orders and associated sales revenue will not flow through to Revel if this is not mapped correctly to a SUB Category. **Do not use a top level category in Revel or it will not flow through**.
    NOTE: Even If you think that you will never add products on Vines OS, please do this anyway. If you do not, you will be at risk for having inventory, and accounting out of sync and it is very difficult to clean it up after. You can create a subcategory on Revel called "VinesOS" or "From website" etc, and move the items later if need be.

  5. Set the Class for any item you add. As above, you can always change it later in Revel, but it needs to be here.

A: IF you want to import all products from a subcategory on Revel, or from multiple subcategories on Revel? >> Proceed to Step 2A below

OR

B: IF you want to import only select products from a subcategory on Revel, or from multiple subcategories on Revel >> Proceed to Step 2B below

Step 2A: Importing using Revel categories

Still in Vines OS > Revel POS > Items 

Go to: Sync to Revel subcategories

Sync Revel subcategories: Choose one or more of your Revel subcategories from the dropdown menu. All items from these subcategories will import to Vines OS. You can force a sync by going to Revel Settings / Update products or Update inventory.

Set Revel Product Class: Set the product class for orders from Vines OS. This is mainly used for reporting purposes in Revel. Any Vines OS order will report as being part of this product class in Revel.

Save

Import by Category and Product group

Step 2B: Importing using Revel product groups

  1. If you want to import only some items in a category, and not all, set up a Product Group on Revel and tag the items to import.
    Set up a new Product Group called "website".  Click the pencil icon, and choose which items you want to include to synchronize through to your website. 

  2. In Vines OS
    Sync Revel product group.  In the drop-down menu, choose "website", or the product group tag you created in Revel, above.
    Set as Revel product class: Set the product class for orders from Vines OS. This is mainly used for reporting purposes in Revel. Any  Vines OS order will report as being part of this product class in Revel.
    Save

Step 3 - Match your items to synchronize (ONLY IF YOU ALREADY HAVE PRODUCTS IN BOTH VINES OS AND REVEL...OTHERWISE SKIP THIS)

Scroll down and choose the items from Revel that you want to map if you have products in both Vines OS and Revel. This only needs to be done initially, and only if you have products already added in BOTH places.

Save.

After the synchronization cycle, at the end of the day, the products will be synchronized.

Add more wine details

Now you may upload additional product details by spreadsheet into Vines OS, mapping them to the Revel SKU. Learn how

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