Prepare the workstation and exchange alcohol accounting documents through the configured connection.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Check the requirements. The UTM transport module and certificates must be installed by the responsible specialist.
- Enter the local address. Allow connections only from a trusted network.
- Map the alcohol products. Check codes, volumes and units.
- Run a test exchange. Request the status first, then a document.
Check the result
The UTM connection is stable, documents have identifiers, and errors are logged without automatically submitting the documents again.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.