Accessing the Upserve POS Filter
You can access the identifier in two ways:
Option 1: From the Gear Icon
- Click the gear icon in the top right corner, open Setup, and choose Options.
- Select Sales.
Option 2: From the Hamburger Menu
- Click the hamburger menu in the top left corner, expand Manage Inventory, then choose Sales Mix.
- Select the setup gear.
From here, you will:
- Choose Upserve POS from the pull-down menu.
- Enter your Upserve POS Username and Password.
- Scroll to the bottom of the screen and click Save
Please Note: Upserve POS has a field called the Identifier. The Identifier must match with reciProfity's PLU.