This configuration is needed to accurately collect the Day closing report for each store
What’s the difference? Back Office Interface will generate PJR files in XMLGateway folder Back Office where they can be polled and deleted by other services, whereas Third Party Data Interface will generate PJR files in a read only environment PPXMLData folder PJR. Below are steps for both processes.
Step-By-Step Process
Log in to your Passport Register and Access the Manager Workstation
From your Passport Register confirm you are signed in with manager credentials
Clerk Credentials will not give you access to the manager workstation
From the point-of-sale screen after logging in, select the More button twice
Next select Tools
Then select MGR WKST
You will be taken to the “Frequently Used” tools menu, to enable PJR files
2. Enable Third Party Data Interface
On the left side of the screen, click the Setup option
Next select Store
Then click on Third Party Data Interface
Once in the Third Party Data Interface screen, under the Options tab, enable the Generate Transaction Level Detail (PJR) option by checking the check box
Do not enable the check boxes underneath
All versions above v10.x.x.x service pack P have Third Party Data Interface on the Passport
Next click the Save button to update the changes
3. Enable the BackOffice Interface
After clicking save, click exit to return to the Manager Workstation menu
Select Setup
Next select Store
Next select Back Office
Then select Back Office Interface
You will then be redirected to the Interface setting menu
Confirm that the Interface Format is set to NACS XML v3.4
Next click on the Generation Options tab
Confirm the following options are checked:
Generate Transaction Level Detail (PJR)
Generate Acknowledgement Files
Drop UPC Check Digit
💡 Tip!: Calculate Net Sales for Merchandise Code Movement and Item Sales Movement Options should remain unchecked. This adjustment prevents double deduction of discounts, ensuring that C-Store Essentials calculates Merchandise Sales and Discounts accurately
4. Set Up XML Gateway Polling
Next click on the Polling Options tab
Check the option to Enable XML Gateway File Polling
Enter the following details:
Username: BackOffice (capital B, capital O)
Password: BackOffice (capital B, capital O)
Directory Path to Pull XML Files From: Z:\BoOutBox\
Directory Path to Pull XML Files To: Z:\BoInBox\
5. Adjust XML File Import Options
Select the Import Options tab
Choose the option:
The Back Office Sends a Value of 0 for the base item in the POSCodeModifier tag
6. Save and Confirm
Click Save, then confirm by selecting:
OK on the first message
Yes on the second message
Yes on the third message
7. Finish Setup
Once complete, you’ll be directed back to the point-of-sale screen
If not, manually navigate to the point-of-sale screen
7. Restart Point of Sale-Register if Necessary
After completing the setup, consider turning the Point of Sale register off and on if changes do not take effect immediately
Frequently Asked Questions
Why is it important to uncheck the Calculate Net Sales option?
Why is it important to uncheck the Calculate Net Sales option?
Unchecking Calculate Net Sales for Merchandise Code Movement and Item Sales Movement prevents discounts from being deducted twice, once at the register and again in the Back Office
If discounts are deducted twice, you will lose money as you will give the customer double what the brand is paying for the discount.
What should I do if I cannot locate the Back Office Interface setting?
What should I do if I cannot locate the Back Office Interface setting?
Ensure you are logged in with the highest level of access.
The Back Office Interface can be found under Manager Workstation > Setup > Store > Back Office
Can I revert these changes if needed?
Can I revert these changes if needed?
Yes, simply return to the same setting and check the Calculate Net Sales box if you need to revert to the original configuration
How can I confirm if the settings are correct?
How can I confirm if the settings are correct?
The Passport Register should now generate Gross Merchandise Sales data at the end of each day’s close, without applying a double deduction on discounts
Where can I find additional guidance on configuring the Passport POS Register?
Where can I find additional guidance on configuring the Passport POS Register?
For more details, refer to our Help Center article or video tutorial: Configuring Your Passport POS Register
Why is this configuration needed?
Why is this configuration needed?
This configuration is essential to accurately collect the Day Closing Report for each store, ensuring precise calculation of sales and discount data