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To integrate StoreHouse 5 and r_keeper 7 bases, open Qush_Manager utility. The default user is Admin, no password is needed.
Go to File > Links to R_keeper.
Right-click in the left field and select Create.
Specify the name of the connection.
A window will appear to connect StoreHouse 5 and your SQL database.
Go to the Databases tab and fill in the fields.
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- Server — specify your local IP if StoreHouse 5 and r_keeper are installed on one and the same computer. Otherwise, specify the IP of the corresponding computer.
- T cp/ip port — specify the port of your SH5 server. The default one is 7771.
- User — specify the SH5 login. The default one is Admin.
- Password — specify the SH user password. By default, no password is needed.
R_keeper 7 section:
- СУБД (DBMS) — select the database management system connected to r_keeper 7. The article describes connection via MS SQL but PostgreSQL may also be used.
- Server — specify your local IP if StoreHouse 5 and r_keeper are installed on one and the same computer. Otherwise, specify the IP of the corresponding computer.
- Database — specify the name of the MS SQL database
- User — specify the DBMS user login
- Password — specify the DBMS user password.
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These are all technical settings. Now, move to detailed import settings.
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Detailed SettingsGo to Restaurants tab, and click Refresh. After that, the list of your restaurants from the r_keeper database will appear. |
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You can select either all restaurants or restaurants with the same franchise or concept. Or just select the required ones, if you choose the Selected only item. Click Save and move to Order categories tab. |
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Click Save.
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Click Save and move to Directories tab. Select restaurant menu groups. If there are none, they can be created directly in QUSH. To do so, click the square button with dots. |
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The Create group window will appear. Specify the group name and modifiers group name. Press ОК.
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All goods categories can be created and viewed in the r_keeper manager station. Then, if needed, check the following items:
Then, choose if to take into consideration VAT and sales tax, specified in the r_keeper manager station. |
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Click Save and go to Autorun tab. |
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Here you can configure the start time, specify the period for which import shall be performed, and allow automatic and online write-off.
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Check the Notify by e-mail with errors box to |
- Автоматическое списание — это автоматическое формирование системой накладных на основе импортированной заявки по заранее заданным правилам, то есть автоматически по расписанию будет не только загружена заявка, но и сразу будут сформирован все накладные для ее обработки. Если комплекты выверены и необходимое количество товара оприходовано, то формирование накладных произойдет без ошибок. Если товаров недостаточно, то накладные будут созданы с компенсационными записями, которые потом можно будет исправить. Если заявку нельзя обработать, то будет сформирован протокол ошибок.
- Онлайн списание – при выставлении данного флага импорт данных из R-Keeper 7 будет производиться в режиме online (оплатили чек на кассе – через несколько минут производится списание в StoreHouse проданных позиций).. Если необходимо формировать накладные на основе импортированных заявок, то требуется выставить флаг «Автоматическое списание». Запрос данных в R-Keeper происходит один раз в 5 минут.
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receive notifications in case of import errors. |
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Click Save and move to |
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the Notifications |
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tab. |
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On the Notifications tab, |
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configure e-mail notifications. In the left |
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window, enter the parameters of |
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the e-mail from which mailing will be performed. |
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On the right side, |
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specify the recipients. Press Check to send a test email. Then, |
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click Save. |
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Configuring Automatic Write-Off
With sales being imported from r_keeper _ 7, automatic writing write-off can be configured.
Automatic writingwrite-off: automatic generation of notes by the system automatically generates delivery notes based on an imported request according to pre-defined rules. I. e., by pressing Run, not only in accordance with preset rules. When pressing Run or configuring a schedule, not only the request will be loaded automatically or on schedule but notes necessary for processing thereof , but all delivery notes for its processing will also be generated.
If sets are reconciled and the write-off department has a required quantity of goods on its balances, necessary goods quantity is entered into books, the delivery notes will be generated without errorscorrectly. If there is a quantity lack of goods on the write-off departments” balances is insufficient, , delivery notes will be generated created with compensated compensation records that which can be analyzed and corrected any timechanged later.
If new meals were there are new menu items sold in r_keeper expense , for which writing writу-off departments are not specified, sets are not created , or sets are incorrectly created with errors, the system will not be able to fully process requests. As a result, an error log will be generated. This log can be viewed in import record if the import was launched manually.
If the import is launched automatically by the system, then, if in case of errors occur during import or writing write-off, email notification e-mail notifications can be configured. Being When specially configured accordingly, the import server wil will import data from r_keeper _ automatically. To do so, specify the settings in Autorun tab.
Run import daily: Launch daily – if this flag box is setchecked, data import from R-Keeper r_keeper 7 will be launched automatically every day at a specified moment of time.
Launch Start time: – enter enter the start time of automatic import into this field with using the keyboard.
Sales for… – in this field, select per…: select a day fir for which sales will be downloaded automatically: Today, Yesterday, or Day or Day Before Yesterday.
If r_keeper data was not up-to-date at the moment of data import from r_keeper — not all cash registers closed the day, network problems in the course of during data transmission to r_keeper cumulative base, — then, to update StoreHouse data, perform the import shall be performed manually. It is recommended to delete requests that have already been imported, prior to before starting the import launch.
If Launch If the Run import daily flag box is set checked and an import error occurs, the system will repeat import attempts — 8 times with 15 minutes break
In case of import errors during requests creation or processing, import attempt attempts will not be repeated.
Automatic writing write-off – : if this flag box is setchecked, the system will attempt to perform automatic writing off try to create delivery notes based on imported requests after Import from RK, i. e., create delivery notes based on imported requestsautomatically after the Import from RK operation.
Notify on errors via e-mail – if Launch import daily flag is set, setting this flag and configuring Notification settings will enable sending information by e-mail with errors: if this box is checked, as well as Run import daily, and Notifications settings are configured, information on import errors or automatic write-off errors will be sent to e-mails specified in Notification settings in case of import errors or automatic writing off errorson the Notification tab.
Next launchstart: date and time – info on time: information on the next automatic import launch will be displayed in this field if Launch Run import daily flag box is setchecked.
It is impossible to create two imported requests with the same date, sales location, unit, and customer in the request list. Therefore, if documents re-import is required, first delete requests already created by import for the required period.
Operation check
Now as setup is performed, move to "Tasks" section. Manual data import can be performed here., when all settings are made, go to the Jobs section. Here you can make manual data import.
Select the Select required period, and press "Launch" Start.
If all settings are correct, Success: will be observed in result field
you will see Success in the Result field.
In case of import errors, the import history will look as follows:
To find more about import results or errors, double-click on the required line, and detailed import info will be displayed:
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If Automatic writing write-off is configured, logs will contain information on writing write-off errors.
List The list of writing write-off errors in the log is equivalent to the errors list in the Expected expense generated at during manual processing of imported requests.
If necessary, the log can be saved in HTML and XML formats. To do so, open the log, select Task select the Job main menu item, and select item with correspondent the required format.
In the open next window, select the place to store save the file . Name of file being saved can also be changedand change the file name, if needed. Then, press Save.
Troubleshooting
Issue Issue: Sales from r_keeper _ 7 do are not get downloaded into StoreHouse 5
Reason. Sales are not in : No sales are downloaded into the SQL base. Enter Open SQL and view ORDERS ORDERS, PAYMENTS PAYMENTS, VISITS tables — data shall be contained thereinthey should not be empty.
Solution.: Check SQL settings and make sure the DB is specified correctly. If everything is correct, re-download the shifts. Prime costs from SH4 to RK7 Prime cost import from SH5 via Feature Server