ServingIntel Products – SI eConnect Training Guide Overview – Configuring FTP Settings

SI eConnect


This guide will show how to use the SI eConnect platform when paying for Hospitality sites during dine in or take out.

Overview


ServingIntel eConnect is a cloud-based platform that provides a complete solution for Sales Item Management, Loyalty Management and Team Member Management.

Pre-Requisites

Before using this guide, the following should be met first:

1) Any of the following roles should be granted to the user or fulfilled first before using ServingIntel Cloud Control:

a. Store Admin
b. Store User

2) Login credentials are given.

3) The following system applications and requirements are installed:

Managed by ServingIntel DBM Team

Configuring FTP Settings

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Managed by ServingIntel Cloud Control Team

Date Published: July 18, 2024
Date Updated: July 18, 2024
Version: 2.0

1. Click on “FTP Settings.”

2. Enter the following details:
– Host Name
– User name
– Password
– Port
– File
– Destination path

3. Click “Download” to retrieve the POSCloudsync Zip file from FTP.

4. After successfully downloading the file, input the valid credentials for the Database:
– Source: SQL server name
– Database Name: FPOS database name
– User Id: sa
– Password: ces_sql2008
– Click “Test Connection” to verify the connection successfully.

Additional Information:
– Store Name: Default is Chowly (can be changed to the store’s name)
– Store Id: Found under dbo.Checknumber table (Click the Store ID field to generate the location’s store ID)
– PCSCoredb and PCSToosDB: Default values as shown
– SitePassword: Default authentication password
– EmployeeId
– MediaType
– Source: Input the store’s server name.

Note:
Orders will be sent to the FPOS server.

5. Click the “Save changes” button to finalize.

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