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PriMetrix Integration

Unlock deeper insights into your sales performance

Updated this week

PriMetrix is an external analytics platform that connects with the POS system to provide advanced sales reporting and business intelligence. Think of it as a specialized data analyst β€” it takes your sales information and transforms it into clear, powerful insights to help you track performance, spot trends, and make smarter decisions.


πŸ“ Accessing PriMetrix

From the sidebar, click Integration (just above the Settings icon).
In Data Integrations, you’ll see PriMetrix.


πŸ“Š What We Share with PriMetrix

There are two sales datasets from the POS that are shared with PriMetrix:

  • Written Sales
    Tracks sales from the moment an order is created.
    ​Perfect for seeing when sales are first recorded.

  • Delivered Sales
    Tracks sales once products are actually delivered.
    ​Great for monitoring fulfillment and completed transactions.

This dual view gives you flexibility β€” whether you want to measure performance at the point of sale or when the order is fully delivered.


πŸ”— How to Integrate with PriMetrix

  1. Switch the toggle to YES to enable the integration.

  2. Click on Download API Guide.

  3. Share the credentials to the PriMetrix team


πŸ“ˆ What You Get with PriMetrix

  • Complete Sales History
    Every transaction, including returns and cancellations, is tracked for a full audit trail.

  • Accurate Sales Tracking
    Net sales are calculated correctly by including both sales and returns.

  • Trend & Pattern Analysis
    Spot customer behavior trends, cancellations, or delivery patterns over time.

  • Better Date Tracking
    Keep visibility on both the order date and the delivery date for more precise analysis.


βš™οΈ Simple On/Off Control

The integration can be easily turned on or off without affecting your core POS system. If it’s off, the system simply returns blank data instead of disrupting your workflow.


🎯 Why It Matters

For the POS users:

  • Gain powerful insights into sales and delivery performance

  • Understand sales patterns and customer behavior

  • Support better planning with data-driven decision making

For the PriMetrix platform:

  • Access to complete and accurate sales data

  • Real-time updates when you need them

  • Flexible views for written vs. delivered sales


πŸŽ‰ The Bottom Line

PriMetrix integration takes your sales data to the next level. With dual reporting options, accurate handling of returns, and easy control, it unlocks the insights you need for smarter business decisions β€” all without adding complexity to your POS system.

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