Overview
Dineplan integration is used to connect QBM with Dineplan restaurant data. When enabled, QBM provides menu options for Dineplan items, cash sales, and logs.
Where to find it: Dineplan appears under the external services menu when the integration is enabled.
Setup In Options
Open Options, then go to the integrations area and select the Dineplan tab.
| Option | Meaning |
|---|---|
| Enable Dineplan | Turns the Dineplan integration on or off. |
| Enable local Dineplan | Allows the current workstation or installation to run local Dineplan processing. |
| Interval | Controls how often QBM checks or processes Dineplan activity. QBM keeps the value within the allowed range. |
| Tenancy Name | The Dineplan tenant or company identifier. |
| User Name / Password | Dineplan login credentials used by QBM. |
| Base URI and service addresses | The Dineplan API addresses used to retrieve tickets, items, and related data. |
Dineplan Items
The Dineplan Items screen helps users compare Dineplan items with QBM items and create or match records where permitted.
- Review Dineplan item names, codes, prices, and tax setup before importing.
- Match Dineplan items to existing QBM items when possible.
- Create missing items only after confirming category, tax, unit, and account defaults.
- Use the logs to follow up on unmatched or rejected records.
Dineplan Cash Sales
The Dineplan Cash Sales screen is used to bring Dineplan receipt or ticket activity into QBM. Users normally select date range, location, customer or account defaults, then import reviewed receipts.
- Import only the date range that should be posted.
- Confirm the correct store or location before importing.
- Review payment methods and tax totals after import.
- Do not import the same date range twice unless support confirms duplicate handling.
Logs And Troubleshooting
- If login fails, check tenancy name, user name, password, and API address.
- If items do not import, check item matching, tax setup, and required item defaults.
- If sales totals differ, compare Dineplan totals, QBM imported receipts, tax, discounts, and refunds.
- If the menu is not visible, confirm the integration is enabled and the user has permission.