Skip to main content
Version: 8.3

Cashmag

Introduction to Cashmag​

Cashmag is a cash register solution for shops and points of sale, designed to optimize sales, inventory, and customer relationship management. With its advanced features, it supports merchants in the day-to-day management of their business.

Sales and payment management:

  • Ergonomic touchscreen interface for quick and intuitive sales entry.

  • Support for multiple payment methods: cash, credit cards, checks, gift cards, and split payments.

  • Multi-cash register and multi-store features with automatic data synchronization.

Product and inventory management:

  • Creation and tracking of items with variants (size, color, etc.).

  • Real-time inventory tracking with replenishment alerts.

  • Integration with suppliers to simplify and automate orders.

Loyalty and promotions:

  • Management of loyalty cards and reward point programs.

  • Implementation of discounts, special offers, and coupons.

  • Sending promotional emails and text messages to maintain customer relationships.

Accounting and analytics management:

  • Cash register closing management and accounting export generation.

  • Tracking margins and analyzing sales performance for better management.

Features available in AOS​

The standard AOS module ensures seamless integration with Cashmag thanks to a set of bidirectional synchronizations:

  1. Structural data synchronization :

  • Companies and retail chains: automatic alignment between AOS and Cashmag.

  • Points of sale (sites): synchronization of store-related information.

  1. Synchronization from AOS to Cashmag :

  • Products: transfer of the item catalog.

  • Inventory: real-time updating of inventory levels.

  • Partners: transmission of customer and supplier data.

  1. Synchronization from Cashmag to AOS :

Partners: updating of information, with the option to make changes directly in AOS.

Orders: automatic integration resulting in the generation of the corresponding stock movement.

Taxes: synchronization of tax rules.

  1. Partner API key : use of an API key to secure and authenticate exchanges between the two systems.

Cashmag module configurations​

info

If you want to manage Cashmag by brand, activate the configuration in the Base application.

Access: Application config → Apps management → Base, configure → Configurations tab → activate the “Activate commercial brand management” option.

Access: Application config → Apps management → Cashmag, configure → select the company to access Cashmag configurations by company

  1. API key: enter the API key that will be retrieved from Cashmag.

  2. Test connection: click on the “Test connection” button to check that the connection has been established.

  3. Synchronize establishments and brands: clicking on the “Synchronize establishments and brands” button displays the synchronized brands in the “Brand connectors” table.

-If you click on a brand in the table, you will be able to view the following information: Model / AOS ID / Connector / External reference.

caution

Remember to create a commercial brand beforehand.

Access: Application config → Users/Company → Configuration → Commercial brands

Point of sale configuration​

Connection to Cashmag​

Point of sale synchronization​

In Cashmag, sales management is based on the concept of points of sale. On the AOS side, the equivalent of these points of sale corresponds to sites. From the Site object, you can generate a point of sale using the Create a point of sale button. During this operation, a tag is automatically associated to ensure proper synchronization with the corresponding stock location.

In addition, creating a point of sale simultaneously generates a sales mode in Cashmag. This sales mode not only allows for more precise management of the point of sale, but also activates specific features and settings tailored to its use.

Access: Application config → Referential → Sites

  1. Site: create a Site.

  2. On the site file, enter the necessary information (Code / Name / Address / Trade name / Shared referential).

  • The shared referential is used to exploit data and select data to be exported. By clicking on the sharing repository, you can enter the model and condition in psql in order to filter.
  1. Create a point of sale: click on the “Create a point of sale” button. Clicking on this button will result in the appearance of the label “Cashmag point of sale”.
  • At the same time, if you open Cashmag, menu Points of sale → Establishments, you will find the establishment (the commercial brand) that is indicated on the Site file.
info

It is possible to have multiple points of sale simultaneously.

Creating the data sharing referential​

Access: Application config → Technical maintenance → Connectors → Data sharing → Data sharing referential

An assistant is available to help you create your data sharing referential. This allows you to select the items to include either by product, by product category, or by combining these two criteria.

When executed, the assistant automatically generates the JPQL conditions, which simplifies the setup and operation of the repository. Each repository must then be associated with a site (i.e., a point of sale in Cashmag).

This repository mechanism ensures the synchronization of the following information:

  • Products

  • Partners

Cashmag Batch & synchronization​

Synchronization of stock locations​

Access: Application config → Batches → Cashmag batch

From a stock location defined in AOS, it is possible to synchronize it directly with a stock point in Cashmag.

Each stock point in Cashmag is linked to the corresponding point of sale (i.e., the site defined in AOS).

For greater efficiency, stock location synchronization can also be performed in bulk using batch processing.

Synchronization of stock quantities​

Access: Application config → Batches → Cashmag batch

The synchronization of stock quantities is performed using a batch.

This process updates all synchronized stock locations as well as all synchronized products.

During execution, the current quantity is automatically transmitted and reflected in Cashmag through this batch.

Synchronizing taxes​

Access: Cashmag → Groupings → Taxes

Access: Sales → Configuration → Taxes

Before importing your products, it is essential to synchronize taxes with the Cashmag repository.

Import taxes from Cashmag: from the tax list view, you can use the Import taxes from Cashmag action. This operation automatically loads the five predefined French taxes.

By default, a tax grouping is created and associated with the imported products. However, users can customize the configuration by modifying the connector mapper to link Cashmag taxes to their own taxes already set up in AOS.

info

It is possible to export tax groups from Cashmag.

Product synchronization​

Access: Application config → Batches → Cashmag batch → Synchronize products

Data synchronization can be performed using Cashmag batches. These batches can be run for one or more sites at the same time, based on the sharing repositories associated with the selected sites.

  1. Sites: Click on the Sites tab and select the site you want to export.

  2. CashMag batch: Click on the CashMag button.

  3. Batchs table: The “Batchs” table will then be filled with batch lines. During this synchronization, the following information is transferred:

  • Name/Code,

  • Barcode,

  • Weight (automatically converted to kilograms),

  • Selling price and tax grouping,

  • Image.

info

It is possible to export products from Cashmag.

Partner synchronization​

Creating/updating partners​

From AOS: partner synchronization is performed using the Synchronize partner batch.

The following information is transmitted:

  • Partner type (individual or company),

  • Title,

  • Name,

  • First name,

  • Email address,

  • Comment,

  • Phone numbers,

  • VAT/SIRET number,

  • Address.

Only partners that are included in the sharing repository associated with the selected site are taken into account when the batch is executed.

From Cashmag: customers created directly in the store are automatically integrated into AOS via a Webhook.

Access: Application config → Batches→ Cashmag batch → Synchronize partners

  1. Sites: click on the Sites tab and select the sites you want to export.

  2. CashMag batch: click on the CashMag button.

  3. Batchs: the “Batchs” table will then be filled with batch lines.

Synchronizing Cashmag orders to AOS​

Orders are created directly from the Front interface, accessible on the user's tablet.

Before entering the items or services, it is essential to select a customer. This preliminary step ensures that the order is recorded correctly and associated with the relevant partner.

  • Order synchronization: orders are synchronized via a batch. Orders are imported from Cashmag and appear as already completed, since the direct distribution of products has been carried out upstream. Each order is automatically tagged as coming from Cashmag and linked to the corresponding site (Cashmag point of sale).

  • Delivery note management: when an order is imported from Cashmag, a delivery note is automatically generated to ensure traceability and distribution tracking.

caution

Invoicing: the management of invoices and payment methods has not been included in the current scope.

These processes are therefore carried out exclusively in AOS, without interaction with Cashmag.

However, it is still possible to extend the scope in the future: APIs offer the possibility of developing additional integration, in particular to support features such as multiple payments.

info

You can create a sale quotation following your activity via Cashmag.