Notify Shogo of the POS Switch
If you haven't already, complete and submit This Form with the store(s) and POS systems involved in the change and provide your estimated cutover date in the 'Start Date' field. Once you have sales history in your new Point Of Sale system, you can move ahead with the following instructions:
Adding your new store/POS
To change your point of sale system you will first need to create a new "Store" and connect it to the new POS system:
In your Shogo account (app.shogo.io) Settings>Stores>New Store - select your new point of sale icon then follow the onscreen prompts for connection.
Once your new point of sale is set up Shogo will load recent sales history back to your specified start date, usually within an hour or so. Then you will receive an email from Shogo with instructions and you can proceed to connect your store to your company and map your accounting.
You can respond any time to the ticket created by the original form to give us updates on your timing. If we haven't heard from you, Shogo will follow up with you on your cutover date to see if you are ready or need more time before syncing data with the new POS/eCom system. Note - Shogo can fill in any historical gaps. Just let us know by replying to our emailed support ticket.
Final Shogo POS Switch Checklist
When you have connected to your new point of sale Shogo and you are happy with the new accounting postings, Shogo can merge the the two stores (old point of sale and new). This will streamline your sales data into one store for comparison purposes.
Please make sure you deactivate your accounting for the old store whenever you are ready to activate your new accounting. While you may let both locations post if you wish, deactivation in Shogo will ensure you don't create duplicate accounting postings and will also ensure you are not billed for two locations. You can deactivate your accounting by going to:
Settings>Accounting>View Details and click the Deactivate button.
Make sure you are happy with all of your historic accounting from your old location/POS. Shogo will not be able to reload or regenerate any sales data from the old store once the switch is complete.
Once you are satisfied that the above items are complete, please respond one last time to our email/ticket that you are ready to merge the stores. Shogo will merge the stores, let you know, and close the ticket.