TABLE OF CONTENTS
- What Are Integrations?
- What to Expect During Integration
- Dos and Don’ts During Integration
- How to Start Using the POS After Integration
- Need Assistance? Contact Us
What Are Integrations?
Once your Hana POS is installed and training is complete, the next step is integrations. This process connects your POS with various third-party services, such as wire services, payment processors, and e-commerce platforms. Proper integration ensures seamless operations and maximizes the capabilities of Hana POS.
Wire Service Integrations
Hana POS seamlessly integrates with major floral wire services, including FTD, BloomNet, FSN, and Teleflora. These integrations allow florists to efficiently manage incoming and outgoing wire orders, ensuring smooth transactions and accurate order tracking. By linking your wire services to Hana POS, you can:
Automatically receive and process wire orders within the POS system.
Track commission fees, delivery details, and order statuses in real time.
Reduce manual entry errors and improve order management efficiency.
Streamline accounting and reconciliation of wire service transactions.
Payment Gateway Setup
To ensure that credit card payments are processed securely and efficiently, Hana POS supports seamless payment gateway integrations. This setup allows you to accept credit card transactions with confidence, ensuring compliance with industry security standards (PCI DSS). Key benefits include:
Real-time transaction processing for both in-store and online orders.
Secure encryption to protect customer payment data.
Seamless integration with supported payment providers to match your business needs.
Reporting tools to track payment history and reconcile transactions easily.
Our team will assist you in setting up and configuring your preferred payment gateway to ensure smooth operations and compliance.
Website Integration
If you have a third-party website (e.g., WooCommerce, Shopify, or other web systems), you can integrate it with Hana POS to automatically sync orders. This integration allows:
Orders placed on your external website to be reflected in Hana POS.
Centralized order tracking and management within a single system.
Reduced manual order entry and processing time.
Fees: There is a one-time setup fee and an ongoing monthly fee for maintaining the integration. Contact us for pricing details.
QuickBooks Integration
For florists using QuickBooks for accounting, Hana POS offers a direct integration to streamline financial management. This integration automates bookkeeping, reduces errors, and ensures accurate financial tracking. Key features include:
Automated Transaction Sync – Sales, refunds, and payment details from Hana POS can be automatically recorded in QuickBooks, reducing manual data entry.
Expense and Income Tracking – Easily categorize income and expenses to simplify financial reporting.
Invoice and Payment Reconciliation – Match POS transactions with QuickBooks invoices and payments for accurate bookkeeping.
Tax and Financial Reporting – Generate tax-ready reports with accurate revenue, sales tax, and expense details.
Customizable Integration – Choose what data gets synced, such as sales, invoices, payment deposits, and expenses, to align with your accounting workflow.
What to Expect During Integration
Your Account Manager will initiate the integration process after installation and training.
Wire service integrations typically take 24 hours but can vary depending on the third-party provider.
Payment processing configurations require merchant account verification before activation.
E-commerce and website integrations may need additional setup depending on your provider.
Dos and Don’ts During Integration
Dos:
Ensure you have all required credentials for wire services and payment gateways ready.
Keep your login details and API keys secure and share them only with authorized personnel.
Test the integration by placing test orders and verifying payment processing.
Inform your Account Manager immediately if you experience any issues.
Don’ts:
Do not attempt to modify integration settings without consulting support.
Avoid delaying responses to third-party vendors, as it can slow down the process.
Do not assume all integrations are instantaneous; some require approvals and external verification.
How to Start Using the POS After Integration
Verify all integrations by checking if orders, payments, and reports function as expected.
Train your team on using integrated features like online orders and wire service processing.
Perform a test run with a few transactions to ensure everything is working smoothly.
Monitor transactions and reports for discrepancies in the first few days of usage.
Contact support immediately if you notice any inconsistencies or technical issues.
Need Assistance? Contact Us
Phone: 503-445-3059
Email: support@hanasoftware.com
We are here to ensure your integrations are set up properly and that you can start using Hana POS with confidence!
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