POSBridge Documentation

Data import specification — what comes in, where it goes

What POSBridge Does

POSBridge is the exclusive data gateway between POS systems and the PAG platform. No other application connects to a POS directly. POSBridge receives raw POS data (via CSV upload or API), maps it to a canonical platform model, and routes each record to the correct target application.

PHASE 1 (Current)

CSV / Excel Upload

Manual file import from POS exports

PHASE 2 (Planned)

Live API Adapters

EPASS XAPI, WhirlWind, STORIS

PHASE 3 (Future)

Bi-directional Sync

Platform → POS (orders, customers)

Data Flow

  POS System (EPASS / WhirlWind / STORIS / CSV Export)
       │
       ▼
  ┌─────────────────────────────────────────┐
  │            POSBridge                     │
  │  ┌──────────┐    ┌───────────────────┐  │
  │  │  Adapter  │───▶│  Field Mapping    │  │
  │  │ (CSV/API) │    │  Engine           │  │
  │  └──────────┘    └───────┬───────────┘  │
  │                          │               │
  │              ┌───────────▼───────────┐   │
  │              │  Canonical Data Model  │  │
  │              │  (Staging Database)    │  │
  │              └───────────┬───────────┘   │
  │                          │               │
  │              ┌───────────▼───────────┐   │
  │              │    Data Router         │  │
  │              └──┬──────┬──────┬──────┘   │
  └─────────────────┼──────┼──────┼──────────┘
                    │      │      │
         ┌──────────┘      │      └──────────┐
         ▼                 ▼                  ▼
  ┌─────────────┐  ┌──────────────┐  ┌──────────────┐
  │  CRM Lite   │  │ PMAppliance  │  │  RepairPro   │
  │ (ClientPulse)│  │    Hub       │  │              │
  │             │  │              │  │              │
  │ • Customers │  │ • Appliances │  │ • Service    │
  │ • Orders    │  │ • Properties │  │   History    │
  │ • Quotes    │  │ • Warranties │  │ • Tickets    │
  │ • Products  │  │              │  │              │
  └─────────────┘  └──────────────┘  └──────────────┘

Data Types & Field Mapping

CUSTOMER

Customers

→ CRM Lite (Person)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
FirstName	string	Yes	AR CUST First Name	FirstName	Customer first name
LastName	string	Yes	AR CUST Last Name	LastName	Customer last name
Email	string	No	AR CUST E-Mail	Email	Primary email address
Phone	string	No	AR CUST Phone	Phone1	Primary phone number
DayPhone	string	No	AR CUST Day Phone	—	Daytime phone number
Address	string	No	AR CUST Address 1	Address1	Street address
City	string	No	AR CUST City	City	City
State	string	No	AR CUST State	State	State/Province
Zip	string	No	AR CUST Postal	ZipCode	ZIP/Postal code
CustomerCode	string	Yes	AR CUST Customer ID	CustomerCode	POS customer account number
AccountType	string	No	AR CUST Type	AccountType	Account type (Retail, Commercial, etc.)
Salesperson	string	No	AR CUST SalesPerson	—	Assigned salesperson
PriceLevel	string	No	AR CUST Price Level	—	Customer price level
DoNotEmail	bool	No	AR CUST No Mailing List	DoNotEmail	Email opt-out flag
DoNotText	bool	No	SmsOptInDeclined	DoNotText	SMS opt-out flag
DateAdded	DateTime	No	Date Added	—	Date customer was created
CreditLimit	decimal	No	AR CUST Credit Limit	—	Credit limit
Notes	string	No	AR CUST Notes	Notes	Customer notes

ORDER

Orders / Invoices

→ CRM Lite (PlatformOrder)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
OrderNumber	string	Yes	AR ORDER Document #	InvoiceNumber	POS order/invoice number
CustomerCode	string	Yes	AR ORDER Customer ID	CustomerCode	Links to customer record
OrderDate	DateTime	Yes	AR ORDER Date	InvoiceDate	Date order was placed
DueDate	DateTime?	No	AR ORDER Due Date	—	Payment due date
Status	string	No	AR ORDER Open YN	Status	Open/closed status (bit)
SubTotal	decimal	No	AR ORDER Subtotal	SubTotal	Pre-tax total
Tax	decimal	No	AR ORDER Sales Tax	TaxAmount	Tax amount
Total	decimal	Yes	AR ORDER Total	Total	Total including tax
AmountPaid	decimal	No	AR ORDER Amount Paid	—	Amount paid so far
BalanceDue	decimal	No	AR ORDER Balance Due	—	Remaining balance
DeliveryDate	DateTime?	No	AR ORDER Ship Date	DeliveryDate	Scheduled/actual delivery date
Salesperson	string	No	AR ORDER Salesperson	—	Assigned salesperson
Location	string	No	AR ORDER Location	—	Store location code
Notes	string	No	AR ORDER Notes	Notes	Order notes
DocumentType	string	No	AR ORDER Document Type	—	Order, Quote, Complete Ord, etc.

LINE ITEM

Order Line Items

→ CRM Lite (PlatformOrderLine)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
OrderNumber	string	Yes	AR ORDERD Document #	InvoiceNumber	Parent order reference
ModelNumber	string	Yes	AR ORDERD Item Id	ModelNumber	Product model number
Description	string	No	AR ORDERD Description	Description	Product description
Quantity	int	Yes	AR ORDERD Qty	Quantity	Quantity ordered
UnitPrice	decimal	Yes	AR ORDERD Unit Price	SellPrice	Sell price per unit
ItemCost	decimal	No	AR ORDERD Item Cost	—	Dealer cost per unit
ExtendedPrice	decimal	No	AR ORDERD Item Total	—	Line total
DiscountPct	decimal?	No	AR ORDERD Discount %	—	Line discount percentage
Vendor	string	No	AR ORDERD Vendor	—	Vendor/manufacturer
Location	string	No	AR ORDERD Item Location	—	Warehouse location

QUOTE

Quotes

→ CRM Lite (CrmQuote)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
QuoteNumber	string	Yes	—	QuoteNumber	POS quote number
CustomerCode	string	Yes	—	CustomerCode	Links to customer
QuoteDate	DateTime	Yes	—	QuoteDate	Date quote was created
ExpirationDate	DateTime?	No	—	ExpirationDate	Quote expiration
Status	string	No	—	Status	Draft, Sent, Accepted, Expired
Total	decimal	Yes	—	Total	Quote total

PRODUCT

Products / Catalog

→ CRM Lite (ProductCatalog)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
ModelNumber	string	Yes	INV ITEM Id	ModelNumber	Product model number (unique key)
Brand	string	Yes	INV ITEM Brand	BrandName	Manufacturer brand
Category	string	No	INV ITEM Category	Category	Product category
SubCategory	string	No	INV ITEM Sub Category	—	Product sub-category
Description	string	No	INV ITEM Description	Description	Product description
RetailPrice	decimal	No	INV ITEM Price	ListPrice	Retail/selling price
ListPrice	decimal	No	INV ITEM Suggested Retail Price	—	MSRP
CostPrice	decimal	No	INV ITEM Average Cost	DealerCost	Dealer/wholesale cost
SKU	string	No	INV ITEM SKU	—	Stock keeping unit
UPC	string	No	Inv Item UPC	—	Universal product code
QtyOnHand	int	No	INV ITEM Qty On Hand	—	Current stock count
QtyOnOrder	int	No	INV ITEM Qty On Order	—	Quantity on order
IsInactive	bool	No	INV ITEM Inactive YN	—	Discontinued flag
VendorCode	string	No	INV ITEM Vendor ID	—	Primary vendor code

DELIVERY

Deliveries

→ CRM Lite (PlatformDelivery)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
OrderNumber	string	Yes	DEL ITEM Document No	InvoiceNumber	Links to order
DeliveryDate	DateTime	Yes	DEL Day Date	DeliveryDate	Delivery date (from Delivery Day)
TruckName	string	No	DEL TRUCK Name	—	Truck identifier
DriverName	string	No	DEL TRUCK Driver	—	Driver name
IsDelivered	bool	No	DEL ITEM Delivered YN	—	Delivery completed flag
IsLoaded	bool	No	DEL ITEM Loaded YN	—	Loaded on truck flag
IsDamaged	bool	No	DEL ITEM Damaged YN	—	Damage reported flag
IsReturned	bool	No	DEL ITEM Returned YN	—	Return flag
Notes	string	No	DEL ITEM Notes	DriverNotes	Delivery notes

SERVICE

Service History

→ RepairPro

Canonical Field	Type	Required	WhirlWind	EPASS	Description
ServiceOrderId	string	Yes	SER ORDERD ID	—	Service order ID
OrderDocNo	string	No	SER ORDERD Document #	—	Related sales document
ModelNumber	string	No	SER ORDERD Item ID	ModelNumber	Product model
SerialNumber	string	No	SER ORDERD Serial Number	SerialNumber	Appliance serial number
Brand	string	No	SER ORDERD Brand	BrandName	Manufacturer
Description	string	No	SER ORDERD Problem	ProblemDescription	Problem description
TechnicianName	string	No	SER ORDERD Credit Tech	TechName	Service technician
ServiceDate	DateTime	No	SER ORDERD Invoiced Date	ServiceDate	Date of service
TotalAmount	decimal	No	SER ORDERD Total Amount	—	Total service amount
PartsTotal	decimal	No	SER ORDERD Total Parts	—	Parts cost
LaborTotal	decimal	No	SER ORDERD Total Labor	—	Labor cost

PAYMENT

Payments

→ DealerOS / CRM Lite

Canonical Field	Type	Required	WhirlWind	EPASS	Description
PaymentId	int	Yes	AR PAY ID	—	Payment record ID
CustomerCode	string	Yes	AR PAY Customer No	CustomerCode	Customer account
PaymentDate	DateTime	Yes	AR PAY Transaction Date	PaymentDate	Date payment received
Amount	decimal	Yes	AR PAY Amount	Amount	Payment amount
Method	string	Yes	AR PAY Type	PaymentMethod	Cash, Check, Credit Card, etc.
ReferenceNumber	string	No	AR PAY Check No	ReferenceNumber	Check # or reference
OrderNumber	string	No	AR PAY Suggested AR Document	InvoiceNumber	Applied to order
IsDeposit	bool	No	AR PAY Deposited YN	IsDeposit	Included in bank deposit
IsCreditCard	bool	No	AR PAY Credit Card YN	—	Credit card payment flag
Location	string	No	AR PAY Location	—	Store location
TakenBy	string	No	AR PAY Took by Employee	—	Employee who received payment

Purchase Orders

→ DealerOS / Inventory

Canonical Field	Type	Required	WhirlWind	EPASS	Description
PONumber	string	Yes	—	PONumber	Purchase order number
VendorName	string	Yes	—	VendorName	Vendor/supplier name
VendorCode	string	No	—	VendorCode	Vendor account code
OrderDate	DateTime	Yes	—	PODate	PO creation date
ExpectedDate	DateTime?	No	—	ETADate	Expected delivery date
Status	string	No	—	Status	Open, Partial, Received, Closed
Total	decimal	No	—	Total	Total PO amount
TrackingNumber	string	No	—	TrackingNumber	Shipping tracking number
Notes	string	No	—	Notes	PO notes

PO LINE

PO Line Items

→ DealerOS / Inventory

Canonical Field	Type	Required	WhirlWind	EPASS	Description
PONumber	string	Yes	—	PONumber	Parent PO reference
ModelNumber	string	Yes	—	ModelNumber	Product model ordered
Brand	string	No	—	BrandName	Manufacturer
Description	string	No	—	Description	Product description
QuantityOrdered	int	Yes	—	QtyOrdered	Quantity ordered
QuantityReceived	int	No	—	QtyReceived	Quantity received so far
UnitCost	decimal	Yes	—	UnitCost	Cost per unit
AssignedOrderNumber	string	No	—	SalesOrderNumber	Customer order this is allocated to

INVENTORY

Inventory Units

→ DealerOS / PMApplianceHub

Canonical Field	Type	Required	WhirlWind	EPASS	Description
ModelNumber	string	Yes	INV SER Model Number	ModelNumber	Product model number
SerialNumber	string	No	INV SER Serial Number	SerialNumber	Unit serial number
Location	string	No	INV SER Item Location	WarehouseLocation	Warehouse location code
ReceivedDate	DateTime?	No	INV SER Received Date	ReceivedDate	Date received into inventory
CostPaid	decimal	No	INV SER Cost	CostPaid	Actual cost paid for this unit
OriginalCost	decimal	No	INV SER Original Cost	—	Original cost at receipt
AllocatedToOrder	string	No	INV SER Allocated Reference	AllocatedOrder	Order this unit is reserved for
AllocatedCustomer	string	No	INV SER Allocated Customer Name	—	Customer allocated to
AllocatedSalesperson	string	No	INV SER Allocated Salesperson	—	Salesperson on allocation
PONumber	string	No	INV SER Purchase Order ID	PONumber	PO this unit came from
IsSold	bool	No	INV SER Sold YN	—	Sold flag
SoldDate	DateTime?	No	INV SER Sold Date	—	Date sold
IsActive	bool	No	INV SER Active YN	—	Active inventory flag

RETURN

Returns

→ DealerOS / ReturnFlow

Canonical Field	Type	Required	WhirlWind	EPASS	Description
ReturnNumber	string	Yes	—	ReturnNumber	Return authorization number
OriginalOrderNumber	string	Yes	—	OriginalInvoice	Original order being returned
CustomerCode	string	Yes	—	CustomerCode	Customer returning the item
ReturnDate	DateTime	Yes	—	ReturnDate	Date return was initiated
ModelNumber	string	Yes	—	ModelNumber	Product being returned
SerialNumber	string	No	—	SerialNumber	Serial number of returned unit
Reason	string	No	—	ReturnReason	Reason for return
Condition	string	No	—	InspectionResult	Inspection result: Resellable, Damaged, Defective
RefundAmount	decimal	No	—	RefundAmount	Amount refunded to customer
VendorCreditAmount	decimal	No	—	VendorCredit	Credit received from vendor
Disposition	string	No	—	Disposition	Restock, Return to Vendor, Scrap, Outlet
Status	string	No	—	Status	Pending, Inspected, Processed, Closed

DEPOSIT

Bank Deposits

→ DealerOS / Accounting

Canonical Field	Type	Required	WhirlWind	EPASS	Description
DepositDate	DateTime	Yes	AR DEP Date	DepositDate	Date of bank deposit
DepositNumber	string	No	AR DEP Deposit No	DepositNumber	Deposit slip number
CashAmount	decimal	No	AR DEP Cash Amount	CashAmount	Cash in deposit
CheckAmount	decimal	No	AR DEP Deposit Check Amount	CheckAmount	Checks in deposit
TotalAmount	decimal	Yes	AR DEP Amount	Total	Total deposit amount
TotalCash	decimal	No	AR DEP Total Cash Amount	—	Total cash amount
Employee	string	No	AR DEP Employee	—	Employee who made deposit
Store	string	No	AR DEP Store	—	Store location
IsVoided	bool	No	AR DEP Voided	—	Voided flag
IsPosted	bool	No	AR DEP Posted YN	—	Posted to GL flag

STAFF

Staff / Salespeople

→ DealerOS / CRM Lite

Canonical Field	Type	Required	WhirlWind	EPASS	Description
EmployeeCode	string	Yes	EMP ID	EmployeeCode	Employee/salesperson code
FullName	string	No	EMP Name	—	Full display name
FirstName	string	Yes	EMP First Name	FirstName	First name
LastName	string	Yes	EMP Last Name	LastName	Last name
Email	string	No	EMP E-Mail	Email	Email
Phone	string	No	EMP Phone	Phone	Phone
MobilePhone	string	No	EMP Mobile Phone Number	—	Mobile phone
Role	string	No	EMP Type	Role	Employee type/role
Department	string	No	EMP Department	—	Department
Location	string	No	EMP Location	—	Store location
IsSalesperson	bool	No	EMP Salesperson YN	—	Is a salesperson
IsManager	bool	No	EMP Manager YN	—	Is a manager
IsWarehouse	bool	No	EMP Warehouse YN	—	Is warehouse staff
IsServiceTech	bool	No	EMP Service Tech YN	—	Is a service technician
IsInactive	bool	No	EMP Inactive YN	IsActive	Inactive (terminated) flag
CommissionPercent	decimal?	No	EMP Comm Percent	CommRate	Commission percentage
HireDate	DateTime?	No	EMP Hire Date	—	Hire date

PROPERTY

Properties / Homes

→ PMApplianceHub

Canonical Field	Type	Required	WhirlWind	EPASS	Description
CustomerCode	string	Yes	—	CustomerCode	Links to customer/owner
Address	string	Yes	—	DeliveryAddress	Property street address
City	string	No	—	DeliveryCity	City
State	string	No	—	DeliveryState	State
Zip	string	No	—	DeliveryZip	ZIP code
UnitNumber	string	No	—	Suite	Apartment/unit number
PropertyType	string	No	—	—	House, Condo, Apartment, Commercial
TenantName	string	No	—	—	Current tenant (if rental)

APPLIANCE

Appliance Ownership

→ PMApplianceHub (UnitAppliance)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
CustomerCode	string	Yes	—	CustomerCode	Links to customer/property owner
PropertyAddress	string	No	—	DeliveryAddress	Property where installed
ApplianceType	string	Yes	—	Category	Refrigerator, Range, Dishwasher, etc.
Brand	string	Yes	—	BrandName	Manufacturer brand
ModelNumber	string	Yes	—	ModelNumber	Product model number
SerialNumber	string	No	—	SerialNumber	Appliance serial number
PurchaseDate	DateTime?	No	—	InvoiceDate	Date purchased (from order)
PurchasePrice	decimal?	No	—	SellPrice	Price customer paid
InstallDate	DateTime?	No	—	DeliveryDate	Date installed
WarrantyExpires	DateTime?	No	—	WarrantyExpDate	Warranty expiration date
WarrantyType	string	No	—	WarrantyType	Manufacturer, Extended, None

DAMAGE

Damage Reports

→ DealerOS / Warehouse

Canonical Field	Type	Required	WhirlWind	EPASS	Description
OrderNumber	string	No	—	InvoiceNumber	Related order (if applicable)
ModelNumber	string	Yes	—	ModelNumber	Damaged product model
SerialNumber	string	No	—	SerialNumber	Serial of damaged unit
DamageDate	DateTime	Yes	—	DamageDate	Date damage reported
Severity	string	No	—	Severity	Minor, Moderate, Severe
Description	string	No	—	Description	Description of damage
PhotoUrls	string	No	—	—	Damage photos (URLs, comma-separated)
Disposition	string	No	—	Disposition	Return to Vendor, Outlet, Scrap

TRANSFER

Warehouse Transfers

→ DealerOS / Warehouse

Canonical Field	Type	Required	WhirlWind	EPASS	Description
TransferNumber	string	Yes	—	TransferNo	Transfer document number
FromLocation	string	Yes	—	FromWarehouse	Source warehouse/location
ToLocation	string	Yes	—	ToWarehouse	Destination warehouse/location
TransferDate	DateTime	Yes	—	TransferDate	Date of transfer
ModelNumber	string	Yes	—	ModelNumber	Product being transferred
SerialNumber	string	No	—	SerialNumber	Serial number
Quantity	int	Yes	—	Quantity	Quantity transferred
Status	string	No	—	Status	Pending, In Transit, Received

QUOTE LINE

Quote Line Items

→ CRM Lite (CrmQuoteLineItem)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
QuoteNumber	string	Yes	—	QuoteNumber	Parent quote reference
ModelNumber	string	Yes	—	ModelNumber	Product model number
Brand	string	No	—	BrandName	Manufacturer brand
Description	string	No	—	Description	Product description
Quantity	int	Yes	—	Quantity	Quantity quoted
UnitPrice	decimal	Yes	—	SellPrice	Quoted price per unit
DiscountPercent	decimal?	No	—	DiscountPct	Line-level discount percentage
ExtendedPrice	decimal	No	—	ExtendedPrice	Quantity x UnitPrice - Discount

VENDOR

Vendors / Suppliers

→ DealerOS / CRM Lite (Company)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
VendorCode	string	Yes	—	VendorCode	Vendor account code
VendorName	string	Yes	—	VendorName	Company name
ContactName	string	No	—	ContactName	Primary contact person
Phone	string	No	—	Phone	Phone number
Email	string	No	—	Email	Email address
Address	string	No	—	Address1	Street address
City	string	No	—	City	City
State	string	No	—	State	State
Zip	string	No	—	ZipCode	ZIP code
AccountNumber	string	No	—	AccountNumber	Retailer's account # with this vendor
PaymentTerms	string	No	—	Terms	Net 30, COD, etc.
IsActive	bool	No	—	IsActive	Active vendor

ADDRESS

Customer Addresses

→ CRM Lite (PersonAddress)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
CustomerCode	string	Yes	—	CustomerCode	Links to customer
AddressType	string	Yes	—	AddressType	Billing, Shipping, Service, Home
Address	string	Yes	—	Address1	Street address
Address2	string	No	—	Address2	Suite, apt, unit
City	string	No	—	City	City
State	string	No	—	State	State
Zip	string	No	—	ZipCode	ZIP code
IsPrimary	bool	No	—	IsPrimary	Primary address for this type
Notes	string	No	—	Notes	Delivery instructions, gate code, etc.

ROUTE

Delivery Routes / Stops

→ DealerOS / DeliveryFlow

Canonical Field	Type	Required	WhirlWind	EPASS	Description
RouteDate	DateTime	Yes	—	RouteDate	Delivery route date
RouteName	string	No	—	RouteName	Route identifier (Truck A, Route 1, etc.)
DriverName	string	No	—	DriverName	Assigned driver
TruckId	string	No	—	TruckId	Truck/vehicle identifier
StopNumber	int	Yes	—	StopSequence	Stop order on route
OrderNumber	string	Yes	—	InvoiceNumber	Order being delivered at this stop
CustomerCode	string	No	—	CustomerCode	Customer at this stop
Address	string	No	—	DeliveryAddress	Delivery address
TimeWindow	string	No	—	TimeWindow	Delivery window (8am-12pm, etc.)
ItemCount	int	No	—	ItemCount	Number of items on this stop
Status	string	No	—	Status	Scheduled, En Route, Delivered, Failed
CompletedAt	DateTime?	No	—	CompletedTime	Actual delivery time
DriverNotes	string	No	—	DriverNotes	Driver notes at delivery
SignatureUrl	string	No	—	SignatureUrl	Customer signature image URL
PhotoUrls	string	No	—	PhotoUrls	Delivery photos (comma-separated URLs)

PRICING

Price Lists / Price Codes

→ PriceSync2 / DealerOS

Canonical Field	Type	Required	WhirlWind	EPASS	Description
PriceCode	string	Yes	—	PriceCode	Price list identifier (Retail, Builder, Employee, VIP)
Description	string	No	—	Description	Price list description
ModelNumber	string	Yes	—	ModelNumber	Product model
ListPrice	decimal	No	—	ListPrice	Manufacturer suggested retail price
SellPrice	decimal	Yes	—	SellPrice	Selling price for this price code
CostPrice	decimal	No	—	DealerCost	Dealer cost
MinPrice	decimal?	No	—	MinPrice	Minimum allowed sell price (MAP)
EffectiveDate	DateTime?	No	—	EffectiveDate	When this price takes effect
ExpirationDate	DateTime?	No	—	ExpirationDate	When this price expires

PROMO

Promotions / Rebates

→ DealerOS / CRM Lite

Canonical Field	Type	Required	WhirlWind	EPASS	Description
PromoCode	string	Yes	—	PromoCode	Promotion/rebate identifier
PromoName	string	Yes	—	PromoName	Promotion name
PromoType	string	No	—	PromoType	Manufacturer Rebate, Store Promo, Co-op, Spiff
Brand	string	No	—	BrandName	Applicable brand (or blank for all)
ModelNumber	string	No	—	ModelNumber	Specific model (or blank for category)
Category	string	No	—	Category	Product category
DiscountAmount	decimal?	No	—	DiscountAmount	Fixed dollar discount
DiscountPercent	decimal?	No	—	DiscountPct	Percentage discount
RebateAmount	decimal?	No	—	RebateAmount	Mail-in/instant rebate amount
StartDate	DateTime	Yes	—	StartDate	Promotion start date
EndDate	DateTime	Yes	—	EndDate	Promotion end date
IsActive	bool	No	—	IsActive	Currently active

WARRANTY

Warranty Claims

→ RepairPro

Canonical Field	Type	Required	WhirlWind	EPASS	Description
ClaimNumber	string	Yes	—	ClaimNumber	Warranty claim number
CustomerCode	string	Yes	—	CustomerCode	Customer filing claim
ModelNumber	string	Yes	—	ModelNumber	Product model
SerialNumber	string	Yes	—	SerialNumber	Appliance serial number
ClaimDate	DateTime	Yes	—	ClaimDate	Date claim filed
IssueDescription	string	No	—	Description	Description of the issue
ClaimStatus	string	No	—	Status	Filed, Approved, Denied, Paid
ClaimAmount	decimal?	No	—	ClaimAmount	Amount claimed
PaidAmount	decimal?	No	—	PaidAmount	Amount paid by manufacturer
ManufacturerRef	string	No	—	MfgReference	Manufacturer reference/case number

NOTE

Customer Notes

→ CRM Lite (Communication)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
CustomerCode	string	Yes	—	CustomerCode	Links to customer
NoteDate	DateTime	Yes	—	NoteDate	Date note was created
NoteText	string	Yes	—	NoteText	Note content
NoteType	string	No	—	NoteType	General, Phone Call, Follow-up, Complaint
CreatedBy	string	No	—	CreatedBy	Employee who wrote the note

FINANCE

Financing Applications

→ DealerOS

Canonical Field	Type	Required	WhirlWind	EPASS	Description
ApplicationId	string	Yes	—	ApplicationId	Financing application ID
CustomerCode	string	Yes	—	CustomerCode	Customer applying
Provider	string	Yes	—	FinanceCompany	Synchrony, Wells Fargo, GreenSky, etc.
ApplicationDate	DateTime	Yes	—	ApplicationDate	Date applied
RequestedAmount	decimal	No	—	RequestedAmount	Amount requested
ApprovedAmount	decimal?	No	—	ApprovedAmount	Amount approved
Term	string	No	—	Term	12mo, 24mo, 36mo, etc.
InterestRate	decimal?	No	—	Rate	Interest rate (0 for promos)
Status	string	No	—	Status	Pending, Approved, Denied, Expired
OrderNumber	string	No	—	InvoiceNumber	Order this financing is applied to

PARTS

Parts Inventory

→ RepairPro

Canonical Field	Type	Required	WhirlWind	EPASS	Description
PartNumber	string	Yes	—	PartNumber	Part number / SKU
Description	string	No	—	Description	Part description
Brand	string	No	—	BrandName	Manufacturer
QuantityOnHand	int	No	—	QtyOnHand	Current stock count
CostPrice	decimal	No	—	Cost	Cost per unit
SellPrice	decimal	No	—	SellPrice	Sell price per unit
Location	string	No	—	BinLocation	Storage bin/shelf location
CompatibleModels	string	No	—	CompatibleModels	Appliance models this part fits (comma-separated)

APPOINTMENT

Service Appointments

→ RepairPro

Canonical Field	Type	Required	WhirlWind	EPASS	Description
AppointmentId	string	Yes	—	TicketNumber	Service ticket/appointment ID
CustomerCode	string	Yes	—	CustomerCode	Customer
ScheduledDate	DateTime	Yes	—	ScheduledDate	Scheduled service date
TimeWindow	string	No	—	TimeWindow	Morning, Afternoon, 8-12, 1-5
TechnicianName	string	No	—	TechName	Assigned technician
ServiceAddress	string	No	—	ServiceAddress	Where service is performed
ApplianceModel	string	No	—	ModelNumber	Appliance to be serviced
ApplianceSerial	string	No	—	SerialNumber	Serial number
ProblemDescription	string	No	—	Problem	Customer-reported issue
Status	string	No	—	Status	Scheduled, Dispatched, In Progress, Completed, Cancelled
EstimatedDuration	string	No	—	EstDuration	Estimated time (1hr, 2hr, etc.)

TAX

Tax Codes / Rates

→ DealerOS / PriceSync2

Canonical Field	Type	Required	WhirlWind	EPASS	Description
TaxCode	string	Yes	—	TaxCode	Tax jurisdiction code
Description	string	No	—	Description	Tax jurisdiction name
Rate	decimal	Yes	—	TaxRate	Tax rate percentage
IsDefault	bool	No	—	IsDefault	Default tax code for new orders
State	string	No	—	State	State this tax applies to
County	string	No	—	County	County (if applicable)
City	string	No	—	City	City (if applicable)
EffectiveDate	DateTime?	No	—	EffectiveDate	When this rate takes effect

Supported POS Systems

CSV / Excel Upload

Any POS system that can export to CSV or Excel. Manual upload, field mapping, preview before import.

AVAILABLE NOW

WhirlWind

WhirlWind POS integration. Product catalog, inventory, orders, customer records. Primary POS target for V1.

PHASE 2 — PRIORITY

EPASS XAPI

Direct API integration via EPASS XAPI. Customers, invoices, service requests, dispatching.

PHASE 2

STORIS

STORIS ERP integration for furniture/appliance retailers.

PHASE 3

API Endpoints (Phase 2)

When live API adapters are built, these will be the endpoints POSBridge exposes for other platform apps to call:

Method	Endpoint	Description	Status
GET	/api/customers/{posId}	Look up customer by POS ID	Planned
POST	/api/customers/sync	Sync customer from POS to platform	Planned
GET	/api/orders/{posOrderNumber}	Look up order by POS order number	Planned
POST	/api/orders/sync	Sync order/invoice from POS	Planned
POST	/api/quotes/send-to-pos	Send a CRM quote to the POS system	Planned
GET	/api/inventory/{model}	Check POS inventory for a product	Planned
POST	/api/import/upload	Upload CSV/Excel for batch import	Phase 1
GET	/api/import/{jobId}/status	Check import job progress	Phase 1