AIMsi is a robust point of sale and retail management solution that offers inventory control, automated purchasing, customer management and loyalty programs, sales reporting, employee security and more.
The AIMsi integration allows you to retrieve signed smart waivers and associate those waivers with the customer record in your POS.
Below are instructions on how to set up the integration:
***NOTE: YOU MUST BE SUBSCRIBED TO AN ACTIVE-E B2B PLAN (within AIMSI) TO USE SMARTWAIVER WITH AIMSI.
****NOTE: Please contact Tri-Tech for a program code to use Smartwaiver.
1) Sign up with Smartwaiver.
To use the Smartwaiver feature in AIMsi you must first set up an account with Smartwaiver. When you sign up for the 15-day free trial, you can use your account with AIMsi.
2) Send your waiver
Have your attorney or insurance company draft a liability waiver for your business. Once you have a Smartwaiver account, simply send the waiver as a PDF or Word doc to firstname.lastname@example.org and we'll convert it into a digital smart waiver you can use online.
3) Create an API Key.
An API key is a reference to your signed waivers stored on the Smartwaiver website. You can obtain the API key here: https://www.smartwaiver.com/m/rest/
4) Set up Smartwaiver in AIMsi
After obtaining an API key, go to Maintenance | XML EDI Services Maintenance | Vendor EDI Info | Active-e Smartwaver. Add the API key to the API Key field.
You may also set up custom fields on this form. The following fields may be set up as custom fields: Cell phone, home phone, employer, and Notes.
To add a custom field, click on Add and select the AIMsi field from the dropdown list on the grid and enter the custom field name under the Smartwaiver Custom Field column. Note that the colon must be appended to the Smartwaiver Custom Field name. This colon should not be on the Smartwaiver waiver.
You may also select a default Customer Type and an Email Method that will be used when creating a new customer from the Smartwaiver form.
5) Using the Smartwaiver program
To use the Smartwaiver feature, go to Modules | Customer | Smartwaiver.
Import waivers into AIMsi by clicking on the Get Waivers button. This will retrieve waivers entered in the past n hours.
After retrieving the waivers, click on Find Customer to bring up the customer search dialog. After selecting the customer, click the Update Customer button to update the AIMSi customer record with new customer information. If the customer does not exist in AIMsi you may click on the Create Customer button to add new customer information into customer records.
Note that you must have the customer attachment storage folder setup before a copy of the waiver can be saved. To set up the attachment folder go to Maintenance | General Maintenance | Workstations | Files.
Smartwaiver Setup screen with information entered in the fields.
Click on the dropdown arrow to add of custom fields.
Enter the Smartwaiver Custom Field in the column on the right. A list of the Smartwaiver custom fields can be found in the Smartwaiver documentation.
The Smartwaiver maintenance screen.
Click on the Get Waivers button to import waivers from the Smartwaiver website.
Smartwaiver maintenance screen after importing waivers entered in the last 24 hours.
Clicking on the Find Cust button will search the customer database for the highlighted customer and, if found, the account column. New customers can be added the customer database by clicking on the Create Cust button. Existing customer information is updated by clicking on the Update Cust.