How to automate daily sales reporting by integrating Smaregi with Discord

Smaregi is a POS system utilized by many stores, known for its multifunctionality that aids in sales, inventory management, and customer service. By integrating Smaregi with Discord, you can automatically acquire daily sales data and share it with your entire team on Discord. Traditionally, programming was required, but with our Flowbot, you can set it up without programming. This article will specifically introduce the setup method and benefits, so please read to the end. Recommended for: The Flowbot introduced this time is perfect for the following people: - Those who often experience delays in sharing sales between stores - Those who want to make quick decisions on inventory management and staff placement - Those who want to grasp sales trends of multiple stores at a glance - Those using Smaregi and Discord and wish to streamline operations by linking each app Benefits and specific use cases of automatically notifying Discord of the previous day's sales obtained from Smaregi every day: We have considered how automation can commit to the daily challenges of store owners, managers, and staff. 1. Grasp daily sales status and streamline management decisions: By linking Smaregi with Discord, the previous day's sales data is automatically notified every morning. Without needing to log in, managers and area managers can easily grasp the necessary information in a timely manner. For example, by checking sales data before going to work, you can prepare to devise necessary measures for store operations that day and give precise instructions to staff. Additionally, continuously checking daily sales trends can also be useful for overall management strategy planning. You might be able to enhance the planning of overall operations while effectively utilizing the busy morning time. 2. Reduce the burden of manual work and improve data accuracy: Automating the transcription of sales data prevents errors from manual input and delays in sales reporting. This improves the accuracy of data, which is the foundation of store operations. With automation, store staff are freed from data entry tasks, allowing them to allocate more time to customer service, cleaning, and product display, which directly affect store operations. This can be a factor that leads to improved overall service quality and customer satisfaction. 3. Achieve planned store operations through sales data sharing: Automating the transcription of sales data reduces the burden of reporting. This creates an environment where staff can focus more on daily store operations. With simplified reporting tasks, store staff can secure more time for customer service, product display, and cleaning. Even during busy times, they might be able to approach necessary tasks with more ease. From here, we will explain the automation setup method for "obtaining the previous day's sales from Smaregi every day and notifying Discord" using Yoom's Flowbot template.

[What is Yoom]

Integration Process

Register My App to Yoom (Smaregi and Discord)
Copy the template
Set up app triggers and integrate apps
Turn on the trigger button and verify integration operation

How to Create an Integration Flow between Smaregi and Discord

Items to Prepare in Advance

Here is a list of items needed for the integration process.

Smaregi

Login information (use the management screen in Smaregi operations)
Contract ID
- Install Yoom from the Smaregi App Market
- Obtain the contract ID from the top left of the Smaregi management screen
- ＞Help: How to Register My App in Smaregi

Discord

Discord account information (screen operations in Discord are required)
Access token (obtain Bot token)
- ＞Help: How to Integrate My App with Discord Bot
Channel D to send Discord notifications

Step 1: Setting Up My App Integration

Here, you will set up the app information to be registered in Yoom. Log in to the Yoom workspace and click ＋New Connection within the My Apps screen.

A list of apps that can be connected with Yoom will be displayed. Select the app to connect from the search window and proceed with My App registration.

Smaregi

Click the app name that appears in the search results. A screen for entering values will be displayed.

Account Name
- Any string (such as an email address)
Contract ID
- Value obtained in advance
- ＞Help: How to Register My App in Smaregi

After entering the values, click the Add button. This completes the My App registration for Smaregi.

Discord

Enter "Discord" in the search window and click the app name that appears. A screen for entering the values required for integration will pop up.

Account Name
- Please enter any name.
Access Token
- Enter the Bot token.

＞Yoom Help: How to Integrate My App with Discord Bot

Enter the access token and click the Add button to complete the My App registration for Discord.

Step 2: Copy Yoom's Flow Bot Template to My Project

Click this banner.

The template will be copied to My Project. You can access My Project from the left menu bar.

Step 3 Schedule Trigger "Every day at 9 AM"

Click on the first step of the template.

Since it is pre-configured, the light blue icon (indicating completion) is lit, but let me introduce the contents.

(1/1) Specify Execution Time

This time, all days of the week are specified from the weekday tab, and it is set to start at 9:00. You can change the repeat days or time from this screen. If you need detailed timing settings, you can set them from the Cron tab.

＞Learn more: How to set up Cron

Step 4 Integrate with Apps "Get Daily Closing Information"

Next, click on the second step of the template.

In this step, you will set up to obtain daily sales information from Smaregi.

(1/2) Select Integration Account and Action

This item is pre-configured.

App Trigger Title
App
Account information integrated with Smaregi
Trigger Action

→ Click Next.

(2/2) API Connection Settings

Contract ID
- Enter the contract ID entered in My App Integration.
Closing Date
- A code is set to obtain the daily closing information for yesterday.
Store ID
- Click the edit field to open a dropdown and display candidate stores. When you select a store, the ID is quoted.

→ Click Test. → Success In the output, you can obtain the previous day's information for the following items. (It will be long because there are many items)

→ Click Save.

Step 5 Integrate with Apps "Notify Discord"

Next, click on the third step of the template.

In this step, you will create a template message to notify Discord.

(1/2) Select Integration Account and Action

This item is pre-configured.

App Trigger Title
App
Account information integrated with Discord
Trigger Action

→ Click Next.

(2/2) Detailed Settings for Database Operations

Channel ID
- Click the edit field to pick up integrated rooms. When you select the relevant channel, the ID is quoted.
- Alternatively, the channel ID is also displayed at the bottom of the menu that appears when you right-click the gear icon in the channel list.

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Message Content

Create a template message. Click the edit field to open a dropdown and display outputs such as yesterday's sales information from the "Get Daily Closing Information" tab. When you click the necessary item, the quote code is embedded in the edit field. Entering the item name before the quote code will make it easier to understand during notification.

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→ Click Test. → Success

→ Click Save. This completes the current step.

Step 6 Turn on the App Trigger

Once all steps are set, a complete screen will be displayed.

Turn on the trigger to activate the flow bot. You can switch it with the toggle at the top left of the template.

<span class="mark-yellow">You have easily set up the flow bot without programming.</span> Here is the template used this time.

Make the Most of It! 3 Automation Selections Using Smaregi

In addition to integration with Discord, Smaregi can be integrated with kintone to utilize automatically created databases.

1. Notify Discord of Transaction Registration

When a transaction is registered in Smaregi, the transaction information is automatically notified to Discord. This eliminates manual work and speeds up information sharing. It enables quick and accurate information sharing within the team, supporting productivity improvement and increased customer satisfaction.

2. Reflect kintone Inventory Updates in Smaregi

When inventory information is updated in kintone, it is automatically synchronized with Smaregi, improving the accuracy of inventory management. The seamless integration between tools reduces effort.

3. Automatically Register New Product Information from kintone to Smaregi

By registering products in kintone, they are automatically reflected in Smaregi, reducing the need for manual input. This streamlines product management and enhances data accuracy.

Summary

By introducing Flowbot, sales data notifications are automated, enabling more efficient store operations. It not only reduces working hours but also helps unify the team's mindset. Try this system, which requires no programming and is easy to implement, right away. Please utilize it as a reliable partner in store management!

See you again!