This article tells how to assign Warehouse, Tag and Payment methods from DealPOS to Jurnal.id. before using integration between Jurnal.id and DealPOS. We need to setup the payment methods in order to be recorded in the POS and also can be recorded in Jurnal ID. First, go to DealPOS x Jurnal and login, after that you can follow the steps below:
Step 1. Go to Outlet, then Click Add
Step 2. Setting POS Account and Outlet Payment Method
Notes:
The payment method in Jurnal needs to be added as well, and the payment should be set to match the Jurnal COA.
Column | Description |
Outlet | An outlet transaction come from in POS |
Warehouse | Used to differentiate location of the transaction sent from DealPOS (in jurnal.id marked as warehouse) |
Tags | A label attached for transactions made based on outlet / warehouse |
Example For Outlet Payment Method:
If you have 2 outlets and for each outlet receiving 4 payment methods (Cash, Debit Card, Credit Card, OVO E-Money) and you want to differentiate the payment receipt from each outlet you need to prepare 8 Chart of Account in Jurnal as illustration:
OUTLET 1 PAYMENT METHOD | Jurnal Payment Method | COA Example |
Cash | Cash | Cash Outlet 1 |
Debit Card | Debit Card | Bank Account Outlet 1 |
Credit Card | Credit Card | Bank Account Outlet 1 |
Ovo E-Money | E-Money | E Money Outlet 1 |
OUTLET 2 PAYMENT METHOD | Jurnal Payment Method | COA Example |
Cash | Cash | Cash Outlet 2 |
Debit Card | Debit Card | Bank Account Outlet 2 |
Credit Card | Credit Card | Bank Account Outlet 2 |
Ovo E-Money | E-Money | E Money Outlet 2 |
Notes:
If you have several Outlet in DealPOS we recommend to add prefix (outlet code) for invoices. It causes in Jurnal ID could not posted transaction with same number invoice.
Tutorial Video [Mapping Payment Method to Chart of Account]
Related Article:
To see what scenarios have been handled for integration, you can check the following article: Synchronize Scenario Handled with Jurnal ID
Synchronize Tax in DealPOS with Jurnal ID: Sync Tax between DealPOS and Jurnal ID
If you haven't synchronized POS products with Jurnal ID, you can check the following article: Synchronize Products
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).