Recently, DealPOS has integrated with Jurnal.id which makes it easier for you to create an accounting report based on the transactions from DealPOS. The records from all the transactions that were made from DealPOS will be recorded automatically to Jurnal.id. Before using this feature, make sure that you've already configured the setup from your DealPOS domain. Here's the few things that you should do before using DealPOS x Jurnal Integration:
I. How to Activate
First of all, you have to give Roles Access on your DealPOS in order to make a user be able to sign to the DealPOS Jurnal. To give the roles access, you can follow the steps below :
Step 1. Go to User (Groups Tab), then Choose Any Group
Click on the Group that you want to give access to DealPOS x Jurnal ID.
Step 2. Enable Jurnal Apps Role
Scroll down until Apps section roles, tick on the Jurnal section, and click Submit.
After you have done giving the roles access for the user, you have to Activate Webhook Apps for Jurnal ID (Jurnal ID Integration Setting (Webhook))
II. How to Set Up
After you've done configuring the Roles Access and Webhook Apps Activation on your DealPOS domain, you must configure the integration between your DealPOS and Jurnal ID through DealPOS x Jurnal ID. To configure the integration through DealPOS x Jurnal ID, you can follow the steps below:
Authorize Dealpos apps Token at Jurnal.id (Authorize Token Dealpos Apps at Jurnal ID)
Synchronize Products from DealPOS to Jurnal ID (Synchronize Products)
Setting up POS Outlet and Chart of Account payment methods (How to Mapping Outlet (Warehouse, Tag and Payment))
Synchronize Tax between DealPOS and Jurnal ID (Sync Tax between DealPOS and Jurnal ID)
Configuring default Customer name from DealPOS to Jurnal ID (Sales Transaction without Customer's Name in Jurnal.ID)
Synchronize Transaction with surcharge from DealPOS to Jurnal ID (How to Sync Invoice with Surcharge to Jurnal ID)
After you've done configuring the Integration Setup, congratulations! because your DealPOS will record the transactions to Jurnal.id automatically. The Sales Transactions will be recorded from DealPOS to Jurnal.id each time you close the shift register. The Purchase Transactions will be recorded automatically if you have already input the Supplier from DealPOS to Jurnal.id.
After your DealPOS domain had been Integrated with Jurnal.id, You might like to upload your transaction from the past to Jurnal.id by following steps below:
Upload sales invoices to Jurnal ID (Upload Sales Invoice to Jurnal ID)
Upload purchase invoices to Jurnal ID (Upload Purchase Invoice to Jurnal ID)
For more detailed information about DealPOS & Jurnal.id Integration, you can read the whole article collections here : DealPOS & Jurnal Integration.
[Tutorial Video] Jurnal ID Integration at DealPOS
You might also like to read these articles below:
If you want to upload the adjustment from DealPOS to Jurnal.id, you can read this article : Upload Adjustment to Jurnal ID
If you have a transaction using partial payment and you want to keep the transaction to Jurnal.id, you can read this article : Sales Order with Partial Payment In DealPOS and Paid in Jurnal ID
If you have an error when uploading a transaction to Jurnal.id, and you want to figure out what makes it happen, you can read the article here : Common Upload Error Fail Solution
