Foodics Integration

Overview

Below is a business-focused explanation of the Foodics Integration document type, written for operational and management users.

Foodics Integration – Business Overview

What this document type is used for

Foodics Integration is used to connect Dafater with a Foodics-based point-of-sale (POS) system used in restaurants, cafés, and food service businesses. Its main purpose is to ensure that sales, orders, and related operational data from Foodics are accurately reflected in Dafater without manual re-entry.

This document acts as the control center where the business defines how Foodics data flows into Dafater, ensuring consistency between front-of-house sales activity and back-office records.

Prerequisites and setup requirements

Before using Foodics Integration, the following business-level requirements should be in place:

The business must already be actively using Foodics for POS operations.
Dafater should be properly set up with:
- Company and branch information
- Items or products that match what is sold in Foodics
- Customers, payment methods, and tax rules as required
A clear understanding of which Foodics outlets or branches should sync with Dafater.
Authorization from management to link operational sales data with accounting and reporting systems.

These steps ensure that once the integration is active, data flows smoothly and accurately.

Typical workflow and how it fits into business processes

The typical business workflow for Foodics Integration looks like this:

Integration setup
- The business defines how Foodics will connect to Dafater, including which branches, sales data, and transaction types are included.
Daily sales operations
- Sales are processed normally through Foodics at the POS.
- Staff continue using Foodics without changing their daily routine.
Data synchronization
- Sales, orders, payments, and related details are brought into Dafater based on the integration settings.
- This removes the need for manual sales entry.
Back-office usage
- Management and finance teams use Dafater for:
  - Sales reporting
  - Revenue tracking
  - Financial reviews
  - Operational analysis

This integration ensures front-line sales activity and back-office records remain aligned.

Key business scenarios where this document type is essential

Foodics Integration is especially important in the following scenarios:

Restaurants with high transaction volumes
Reduces manual work and errors when recording daily sales.
Multi-branch food businesses
Allows centralized tracking of sales from multiple Foodics outlets inside Dafater.
Finance and accounting teams
Ensures accurate and timely sales data for financial reporting and decision-making.
Management performance reviews
Helps management analyze sales trends, peak hours, and branch performance using reliable data.
Audit and compliance needs
Provides consistent records between POS activity and back-office systems.

Important considerations for users

When using Foodics Integration, users should keep the following in mind:

Ensure product names, prices, and tax rules are aligned between Foodics and Dafater.
Regularly monitor synchronization results to catch mismatches or missing data early.
Changes in Foodics setup (such as new items or branches) may require review in the integration settings.
Limit access to this document to authorized users, as it impacts sales and financial data.
Treat this document as a business control tool, not a one-time setup, and review it periodically.

In summary, Foodics Integration plays a critical role in connecting daily restaurant sales operations with Dafater’s business management and reporting processes, enabling accuracy, efficiency, and better decision-making across the organization.

Basic Information

Module: Dafater Integrations
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
integration_hints	Integration Hints	Data		-	Notes or guidance for configuring Dafater and Foodics integration.
secret_key	Dafater API Secret Key	Data	✓	-	Secure Dafater API secret key for authenticating Foodics integration.
integration_id	Foodics Business ID	Int	✓	-	Unique Foodics business identifier linked with Dafater.
foodicsbusinessname	Foodics Business Name	Data		-	Registered business name from Foodics system.
foodicsbranchid	Foodics Branch Id	Data	✓	-	Specific Foodics branch identifier for transaction syncing.
foodicsbranchname	Foodics Branch Name	Data		-	Readable Foodics branch name for reference.
ordersdatefield	Sync Orders with date of	Select	✓	Order Business Date, Order Updated At	Choose date field used by Dafater when syncing orders.
pos_profile	POS Profile	Link	✓	POS Profile	Dafater POS profile used for imported Foodics orders.
company	Company	Link	✓	Company	Dafater company receiving synced Foodics transactions.
company_abbr	Company Abbreviation	Data		-	Short abbreviation of the Dafater company.
status	Status	Select		Inactive, Active	Enable or disable Foodics integration in Dafater.
failure_email	Failure Email	Data		-	Email to receive Dafater integration failure notifications.
itemnamingseries	Item Naming Series	Select	✓	, ITEM, STO-ITEM-.YYYY.-	Naming series Dafater uses when creating new items.
valuation_method	Valuation Method	Select	✓	, FIFO, Moving Average	Inventory valuation method applied by Dafater for items.
itemzerovat_template	Zero VAT Template	Link	✓	Item Tax Template	Dafater tax template applied to zero VAT items.
itemcodedepends_on	Item Code Priority Depends On	Select		Product Name, SKU ID	Priority rule for generating item codes in Dafater.
item_group	Item Group	Link	✓	Item Group	Default Dafater item group for synced Foodics products.

Permissions

Role	Read	Write	Create	Delete
Academics User	✓	✓	✓	✓
Accounts Manager	✓	✓	✓	✓
System Manager	✓	✓	✓	✓

DocType	Relationship	Module
Company	Links to	Setup
Item Group	Links to	Setup
Item Tax Template	Links to	Accounts
POS Profile	Links to	Accounts

Foodics Integration

Overview