Comdata POS Checklist:
With CStore Essentials BackOffice POSLink Application, Trendar can only be configured as the Secondary POS, not as the Primary POS/Workstation.
First the Primary workstation must be set up and configured with the CStore Essentials BackOffice POSLink Application, fully connected, and configured. (For example, Passport or Commander should be the primary POS).
The Trendar must be set up and configured on the BackOffice Computer.
i.e. In the C drive, the Trendar folder should be present and mapped. Ensure that the posbo folder with subfolders bo2pos and pos2bo are present. If not, the store person needs to contact Trendar support.
Ensure that the Smart Station app for Trendar is installed. The store person needs to have an admin username and password. Once logged in, confirm that we can see the menu and that menus are functional and pulling information. If not, the store person needs to contact Trendar support.
All Department IDs and Tax IDs in the Comdata POS / Smart Station app must match those in the Primary POS. This ensures that when sending item changes through CSE BackOffice to both POS registers, they are directed to the correct departments and assigned the correct Tax IDs. Additionally, this helps when combining both POS Day Close Sales into CSE Daily Reports. If they do not match, please work with Trendar support to update the information on the Comdata POS side.
All active Gas Grade IDs in the Comdata POS / Smart Station app must be unique and should not match the Active Gas Grade IDs in the Primary POS/Workstation. Otherwise, it will cause conflicts when adding and mapping Gas Grade IDs into CStore Essentials.