If sales in Workforce don't match your POS system, follow these steps. The exact options may vary depending on your POS system.
Step 1: Re-import data
If sales were changed in your POS after they synced (for example refunds or voided transactions), Workforce won't have the changes until you re-import.
Go to Settings > Integrations > POS Integrations and click Edit on your integration.
Under Reimport data, choose a window in Reimport the last (7, 14, 30 or 90 days).
Click Reimport.
This can take a while, so changes may not appear straight away.
To re-import a specific date range for just one data stream, open the data stream and use Sync data.
📝 Important to note: The Reimport option only appears for POS systems that support it, and only while the integration is connected.
Step 2: Check the tax setting
On your POS integration's settings, check Include tax in revenue data.
Ticked: sales are imported including tax.
Unticked: sales are imported excluding tax.
If Workforce is consistently higher or lower than your POS by about the tax rate, change this setting to match how your POS reports sales, then re-import.
Step 3: Check Location Timezones
Make sure each location linked to your POS has the correct time zone in Workforce.
Sales are assigned to times and days using the location's time zone, so a wrong time zone can move sales into the wrong day.
Step 4: Check the integration is connected
Go to Settings > Integrations > POS Integrations and check your integration's status:
Connected and syncing: data has synced in the last day.
Connected but stale: connected, but nothing has synced in over a day.
Connected and empty: connected, but no data has synced yet.
Disconnected: needs to be reconnected.
Step 5: Check your data streams
Click Edit on your POS integration and open the Data tab.
Connected: the stream is linked and its sales will show.
Needs configuration: the stream isn't linked yet. Click Edit to link it.
Each stream can be linked to the entire organisation, a location, or a specific team, department group or area. To show sales across a whole location, link the location itself. You don't need to add every team. Make sure each link's Stat type is set to sales.
Step 6: Re-import data again
Once you've made any changes above, re-import data again (Step 1) so the corrected settings apply to past sales.