Setup email sales interface

Via the Nesto email interface, it is possible to easily provide automated sales data from the POS system for staff scheduling. Typically, POS systems offer the option to send daily automated emails with sales exports. The following describes how the exports must be structured and what to consider when sending them.

First, we need the information from when the sales interface should be used. Additionally, we require information on how many restaurants/locations are included per file, or whether one file is sent per store. If one file is used for multiple stores, there must be a column indicating which stores are involved. An email address of the contact person from the POS service provider would also be advantageous.

What information should the export contain?

Usually, the POS system offers fiscal exports for the tax office (DSFinV-K, GDPdU, or GoBD). These are best suited and meet all requirements.

If none of these exports are available, other exports can also be processed. These should preferably be in a structured format (e.g., csv, xlsx, or json format). Ideally, each individual transaction should include the following information:

• Date and time

• Net and gross sales

• if applicable, Store

If not obvious from the file:

• Information on whether sales are stated as gross or net

• Whether discounts have already been deducted from sales

• Meaning of tax/cancellation/other codes

An example tabular representation of the export could look as follows:

The hourly sales per individual day are especially important.

How must the files be named?

Sales data is sent daily via the email sales interface. The filename must contain a unique identification number of the respective restaurant as well as a date. A possible filename would be “umsatz_1001_20230131.xlsx”. Here, “1001” is the restaurant ID and the date is January 31, 2023. The filenames may only differ daily in terms of the restaurant ID and the date to ensure unique assignment.

How are the exports transmitted?

First, we need a test file in the same format as the actual files to be sent. This can be sent to the Nesto contact person. Once we have received this test file, we will provide the future Nesto-defined email address. Furthermore, we require the sender email address, which must not change. Only emails sent from this address are allowed to be sent to the email interface.