StoreHouse 5 supports importing data from PostgreSQL.
Setting up Connection with R_keeper 7
Install and configure PostgreSQL before configuring import from r_keeper 7.
To integrate with StoreHouse 5, make additional settings in the PostgreSQL driver:
Download x32/86-bit ODBC driver from the official site
Do not use the x64 bit ODBC driver. |
Run odbcad32.exe
On the Custom DSN tab, click Add. In the window that opens, configure a new data source:
Select PostgreSQL Unicode and click Finish
In the connection settings window, specify:
Data Source — any name of the created source
Database — the name of the created database in PostqreSQL
Server — the IP address of the PosgreSQL server
User Name — the name of the created database user
SSL Mode — allow encryption, leave Allow
Port — the connection port
Password — the password of the database user.
Click Test to test the created connection
Click OK, then Save.
Go to the System DSN tab and repeat the steps from step 3
Set up communication between r_keeper 7 and PostgreSQL. Export data to SQL
Check that the settings are correct and the connection is established. After a successful import into the database, the GLOBALSHITS table should contain all closed shifts
After that, go to the QushMan app. Create and configure communication with r_keeper 7.
Select Postgres database as data source. Fill in the required parameters:
Now data from r_keeper 7 will be uploaded to StoreHouse 5.
Make a primary import. click the Run button on the Jobs tab
In StoreHouse go to Documents> Claims> Apply. You will see all imported orders
The technical settings for communication with r_keeper are now complete. You can go to the detailed import settings
Detailed settings
Go to the Restaurants tab, click the Refresh button. After the update, you will have access to the lists of your restaurants from the r_keeper database.
You can choose either all restaurants or restaurants united by one franchise or concept. Selecting Only Selected, just select the restaurants you want.
Click the Save button.
On the Order Categories tab, all or individual order categories are selected. You can see the order categories and their settings in the R-Keeper 7 manager station.
Click the Save button.
In the Correspondents tab, select perform unloading:
By groups of currencies
By currencies
For deletion reasons
Click Save.
In the Directories tab, restaurant menu groups are selected, if they do not exist, you can create new ones directly in QUSH. To do this, click on the square ellipsis button.
You will see the Create group window. Give it a name, give it a name for the modifier group. Click OK.
Optionally, you can determine which category of goods to unload. The standard set of categories is below:
Not set - default value.
Service-printing - division of orders by printers for chefs.
Classification - division of orders into groups (cold, hot, etc.)
Cashier ratings - splitting orders according to the rating of amounts per employee
Groups for KPI analysts - splitting orders according to groups for KPI analysts. Groups are started manually.
All product categories can be created and viewed in the r_keeper manager station.
Further, if necessary, specify the items:
Unload dishes without price
Upload prepayments to orders
Calculate taxes using r_keeper settings
Next, you need to determine whether VAT and sales tax specified in the r_keeper manager station will be taken into account.
Click Save.
On the Autostart tab, you can set the criteria and time for automatic data import from r_keeper.
Here it is possible to set the start time, determine for what period the import should be made, and also enable automatic and online write-off.
Automatic write-off is the automatic generation of invoices by the system based on the imported application according to predefined rules, that is, not only the application will be loaded automatically according to the schedule, but all invoices for its processing will be generated immediately. If the kits are verified and the required quantity of goods is capitalized, then invoices will be generated without errors. If there are not enough goods, then invoices will be created with compensation records, which can then be corrected. If the request cannot be processed, then an error log will be generated.
Online write-off - when this flag is set, data will be imported from R-Keeper 7 online (you paid for the check at the checkout - after a few minutes, the sold items are written off to StoreHouse). If you need to generate invoices based on imported orders, then you need to set the checkbox "Automatic write-off". R-Keeper requests data once every 5 minutes.
Check the box next to Notify about errors by e-mail to receive notifications on import errors.
Click Save.
On the Notifications tab, configure sending notifications to the mailbox. In the left window, you must enter the parameters of the mailbox from which the mailing will be carried out. The list of mailing recipients is entered on the right.
Click the Verify button to send a test email to your mailbox. Then click Save.