An outdated version of r_keeper 7 is installed and WSA v2 is not installed

Introduction

This article describes how to set up the r_k Delivery system if you already have r_keeper 7, but its version is below the minimum and there is no WSA v2

Brief description of the process

In order to connect to the system, you need to perform a number of actions:

1. Get licenses
2. Update r_keeper 7 to the required version
3. Install and configure r_keeper 7 with WSA v2
4. Get access to r_k Office
5. Make settings in r_k Delivery.

Please note that only one corporation and r_k Office account can be linked to one licensing account.
If several corporations or personal accounts in r_k Office are linked to one account, it will not be possible to configure r_k Delivery.

Connecting to the system

Obtaining licenses

Before you start working, make sure you have the necessary licenses in the licensing system.

A White Server Interface license is required to operate White Server Agent.

To operate the delivery system, a minimum of 3 licenses are required:

1. R-Keeper Interface to r_keeper Delivery module
2. R-Keeper Delivery_Base module
3. R-Keeper Delivery_Filial module
4. R-Keeper XML-interface for WSA SW module

Please wait for the data from the licensing system to be pulled into WSA. This may take up to an hour.

For other licensing options, see the Licensing article.

R_keeper 7 update

Before updating r_keeper 7, please read the recommendations.

Then perform the update according to the algorithm

Installing WSA v2

1. Open the link  ftp://ftp.ucs.ru/WS/WSAgent/versions/  in Explorer or FTP client
2. Login with Dealer ID
3. Select the latest version of the installer and download it to your computer. The easiest way to do this is to sort the files by modification date
4. Run the installer and follow the steps in the installation wizard.
   
   

5. Specify the path to the directory server folder. The XML interface port field will be filled in automatically after specifying the correct path.
   

   
   
   

   Please note!

   To configure r_k Cloud, in this window, uncheck the "Directory server installed locally" checkbox and fill in the "Directory server IP" field instead of the "Path to installed R-Keeper" field. Specify the required XML interface port.

6. Click Next. The installer will indicate what settings should be made in the manager station:
   
   1. Open the manager station and go to the menu Settings > OLAP reports > Report servers
   2. Select the desired report or reference server
   3. In the XML Interface section, specify the Binding Port. The port must be free and accessible over the network.
   4. In the HTTP Server section, specify a free port in the HTTP Data Port field, while the Use Free Listen Port setting should be disabled.
   5. Save the changes and accept the warnings that the server needs to be rebooted.
      
   6. In the HTTP Restrictions section, specify the HTTP Access right in all fields.
      
      
   7. If the HTTP Access privilege does not exist, create a new privilege with that name.
   8. Restart the reference or reporting server. After the server is restarted, the settings in the WSA v2 json file will be updated.
   9. Restart the cash server
   10. In the installer, check the Done checkbox.
7. Specify the path to the cash server folder. The PDS interface port field will be filled in automatically after specifying the correct path. Then click the Check availability button
   
   
8. In the StoreHouse 5 setup step, specify:
   
   1. IP — StoreHouse 5 location address
   2. Port — Specify the Web API port
   3. User — Enter your Store House 5 username
   4. Password — Please enter the password for this user.
      Click the Next button.
      
9. In the restart RK step:
   
   1. Turn off the cash server and check the box R-keeper stopped
   2. Check the box File copied, no need to copy anything
   3. Start the cash server and check the box R-keeper is running
   4. Click the Next button
      
10. Click Install
11. Wait for WSA to install on your computer. During installation, WSA will check whether r_keeper is licensed. For information on the required licenses, see the Licensing article. If everything is OK, the agent will be launched after installation.

WSA v2 installation completed successfully.

Setting up WSA v2

The delivery system requires a configured connection with r_keeper WSA v2.

1. Go to the WhiteServer admin panel. Use the dealer login and password to access
   
   
2. Go to the Restaurants section
3. Enter the full object code in the ObjectId field and click the Find button
4. Go to the restaurant editing menu by clicking on the gear. The restaurant card will open.
   
5. Make sure the Connected Systems section is blue and the enabled agent for RKMid is selected
6. Go to the Order Creation Options menu
   
   
7. Click the Update directories button to download the parameters from the cash register server.
8. The necessary settings for connecting to Delivery will be filled in automatically. Detailed descriptions of the parameters are in the table below:
   • Cashier ID
   • Table code
   • Cash register ID
   • Order type code
   • Order category code
     
   • In the Optional parameters block:
     
     • Select Order Currency. Specify the currency used for online payments.
     • Menu Selector Code - Leave empty
     • Please indicate the Reason for order cancellation
     • In the Order confirmation time in seconds field, enter 0
     • Enable the Create unconfirmed order setting

     • Turn off the Create order as draft setting

       

       Attention!
       If you skip the Optional parameters setting, r_k Delivery may not work correctly.

       

   • Save your changes by clicking the Save button
9. The new settings will be applied to the agent with the RkMid role.

The r_keeper 7 and r_k Delivery systems are connected and ready to work.

Getting access to r_k Office

To access the r_k Delivery admin panel, you should first access the r_k Office system.
Access to the r_k Office personal account is provided by the dealer.

To connect, the following data is required:

• User's phone number
• User's full name
• Corporation code
• Object code
• Email
• Specify that access to r_k Delivery is required.

Once the application is completed, you will receive a login and password to access r_k Office by email:

Settings in the admin panel

Now you need to set up several delivery parameters, such as the establishment's menu, employees, and reasons for order cancellation.

There are several subsystems in r_k Delivery:

• Administrative panel – this is where settings are made.
• The establishment's interface is where the establishment's employees work
• Call center – where call center operators work.

Log in to r_keeper Office using the data from the received email and go to r_k Delivery.

When you first log into the admin panel, you will be asked to enter your corporation code.

The corporation code is the same code that was provided in the application for access to the r_k Office.
The corporation name will appear above the exit button.

After specifying the corporation, the loading of establishments with an active license for r_k Delivery will begin. The process will take no more than 5 minutes.

If you have not specified the corporation code and the page has disappeared somewhere, follow the link https://delivery.ucs.ru/adminka/corporations/import.

Filling in the establishment details

After entering the corporation code, the system will load the menu from r_keeper 7 without filters. If the menu does not load, see the corresponding article.

Go to the Establishments menu and select yours from the list. Click on it and specify:

• Actual address
• Legal address
• Time zone
• set restrictions for menu upload. We recommend specifying the order category.
  

Save the changes.

Creation of employees

No delivery system can work without employees. In r_k Delivery there are 2 employee roles:

• Delivery Manager
• Call center operator

To work in the establishment interface, you need to create at least 1 employee with the Delivery Manager role.

Delivery zones and couriers

By default, r_k Delivery only offers pickup. To deliver orders, you need to set up delivery zones and couriers.

When creating a delivery order, the system checks the guest's address and determines a suitable establishment based on the delivery zone.

• Delivery zones

• Creating couriers

  

  When working in the administrative panel, do not go to the call center or the establishment's interface. To work in these systems, you need the appropriate role: establishment manager or call center operator. Use private mode in Google Chrome for this purpose.

Order statuses

The system already has preset Order Statuses. If they are not enough, add your own. Here you can also set up reasons for order cancellation.

If you encounter problems with lack of time when creating an order, set up the order execution time according to the instructions in the Settings

For more information about other system features, please refer to the user manual.

Creating a test order

The last thing you need to do is create a test order.

1. Go to the establishment's interface
2. Click the button
   
3. Please provide your name, phone number, address and other details.
4. Add dishes from the menu to your order
5. Select payment method
6. Done, the order is created, everything is set up correctly.