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Point of Sale Data Synchronization

June 13, 2024

Description

How to manually synchronize your POS device with the Back Office

What's in this article?

Your POS device automatically downloads updated items, customers and other important data from the Back Office every few minutes. However, occasionally, you may need to manually synchronize the Point of Sale app to ensure that updated data is available immediately. 

NOTE:
Your POS device must be connected to the internet to synchronize with the Back Office. If you are unable to connect to the internet for any reason, you cannot process credit card transactions in your Point of Sale app and you will not receive updated item and customer records from the Back Office.

To synchronize your POS with the Back Office

  1. From the Point of Sale app slide-out menu ☰,  tap Settings.
  2. Tap the System tab.
  3. Tap Data Sync.
  4. Select one of the following Data Sync options:

    data sync options
    Options to sync data between the Back Office and POS, and their descriptions
    OptionDescription
    RefreshSynchronize changes that have happened in the past six minutes.
    Partial Data SyncSynchronize items, customers, or configurations that have changed within the past three days.
    Full Data SyncDelete local copies and re-download all data.
  5. If prompted, tap Yes to confirm the synchronization.

    resync all data
  6. Wait for the sync process to complete and tap Close
    Depending on the option you selected, the process can take from a few seconds to 30 minutes.

    data sync downloading


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