Introduction
Integration of StoreHouse 5 and r_keeper_7 allows synchronizing databases and keeping sales records and food product balances.
Integration setup
Integration of r_keeper 7 and StoreHouse 5 is realized via the QUSH utility. The utility connects to the SQL database and gets the information on r_keeper 7 references and sales from there!
Upon StoreHouse installation, QUSH server appears on the computer, as a service operational at port 8087.
To integrate StoreHouse_5 and r_keeper_7 bases, open Qush_Manager utility. Default user is Admin, no password.
Enter File > Associations with с R_keeper menu.
Right-click in the left field and select Create.
Then, window will appear to associate StoreHouse 5 and your SQL database.
If r_keeper and StoreHouse 5 are installed at the same computer, enter your local IP address into the first line, otherwise — IP addresses corresponding computers. In tcp/ip port field, specify port of your SH5 server. Default value is 7771.
In Database, User, Password field, specify your SQL database user credentials. Then, press Check button to make sure you are connected to both DBs. Press Save.
Go to Restaurants tab, and press Update. Upon update completion, lists of your restaurants from r_keeper database will be accessible.
You can select either all restaurants, or the restaurants with the same franchise or concept, or just select the required by first selecting Selected only item.
Press Save and move to Sales points tab
Either all or separate (e. g., bar) sales points can be selected at this tab. Sales points and settings thereof can be viewed in R-Keeper 7 manager station.
Press Save and move to Correspondents tab. The desired way of download can be selected here:
By currency groups
By currencies
By delection reasons
Press Save and move to References tab.
Select restaurant menu groups. If there are none, they can be created directly in QUSH. To do so, press square button with dots.
Create group window will appear. Name it, and name modifiers group. Press ОК.
You can decide by which product category the download shall be performed. See standard set of categories below:
Not specified — default value.
Service print— orders segmentation to printers for cooks.
Classification — orders grouping (cold, hot, etc.)
Cashiers rating — orders grouping in accordance with amounts rating per employee
Groups for KPI analytics — orders grouping in accordance with KPI analytics groups. Groups are specified manually.
All product categories can be created and viewed in r_keeper manager station.
Then, you can select the way to filter the references:
By schedules Schedules are created inside R_Keeper manager station together with time-dependent promotions
By trade groups, not implemented at the moment.
Then, you can mark with ticks if meals without price shall be downloaded, if pre-payments shall be downloaded to requests, and if taxes shall be calculated in accordance with r_keeper settings or StoreHouse 5 setting.
Then, specify if VAT and Sales Tax specified in r_keeper manager station shall be accounted.
Press Save and move to Autorun tab. Criteria and time of automatic data import from r_keeper can be configured here.
Here you can configure launch time, specify period for which import shall be performed, and allow automatic and online writing off.
Automatic writing off is automatic generation of delivery notes by the system based on imported request in accordance with preset rules, i. e. not only the request will be loaded on schedule automatically, but all delivery notes for processing thereof will also be generated. If sets are reconciled and necessary product quantity is entered into books, the notes will be generated error-free. If there is lack of goods, delivery notes will be created with compensation records with possibility to correct them further. If request cannot be processed, error record will be generated.
Online writing off – when this flag is set, data import from R-Keeper 7 will be performed online (bill paid at cash register – sold items writing off takes place in StoreHouse in a few minutes). If delivery notes need to be generated based on imported requests, "Automatic writing off" flag needs to be set. Data request occurs once every 5 minutes in R-Keeper.
If Notify on mistakes via e-mail item is checked, you will receive notifications in case of import errors.
Press Save and move to "Notifications" tab.
In Notifications tab, notifications to mailbox can be configured. In the left-hand window, enter parameters of email from which mailing will be performed. At the right side, enter recipients.
Press Check to send test email. Then, send Save.
Automatic writing off setup
With sales being imported from r_keeper_7, automatic writing off can be configured.
Automatic writing-off: automatic generation of notes by the system based on an imported request according to pre-defined rules. I. e., by pressing Run, not only request will be loaded automatically or on schedule but notes necessary for processing thereof will also be generated.
If sets are reconciled and the write-off department has a required quantity of goods on its balances, notes will be generated without errors. If a quantity of goods on the write-off departments” balances is insufficient, notes will be generated with compensated records that can be analyzed and corrected any time.
If new meals were in r_keeper expense for which writing off departments are not specified, sets are not created, or sets are 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 import was launched manually.
If import is launched automatically by the system, then, if errors occur during import or writing off, email notification can be configured. Being configured accordingly, import server wil import data from r_keeper_ automatically. To do so, specify settings in Autorun tab.
Launch daily – if this flag is set, data import from R-Keeper 7 will be launched automatically every day at specified moment of time.
Launch time: – enter start time of automatic import into this field with keyboard.
Sales for… – in this field, select a day fir which sales will be downloaded automatically: Today, Yesterday, 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 data transmission to r_keeper cumulative base, then, to update StoreHouse data, import shall be performed manually. It is recommended to delete requests that have already been imported, prior to import launch.
If Launch import daily flag is set and 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 will not be repeated.
Automatic writing off – if this flag is set, the system will attempt to perform automatic writing off on imported requests after Import from RK, i. e., create delivery notes based on imported requests.
Notify on errors via e-mail – if Launch import daily flag is set, setting this flag and configuring Notification settings will enable sending information to e-mails specified in Notification settings in case of import errors or automatic writing off errors.
Next launch: date and time – info on next automatic import launch will be displayed in this field if Launch import daily flag is set
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.
Select required period, and press "Launch".
If all settings are correct, Success: will be observed in result field
In case of import errors, import history will look as follows:
To find more about import results or errors, double-click on required line, and detailed import info will be displayed:
If Automatic writing off is configured, logs will contain information on writing off errors.
List of writing off errors in the log is equivalent to errors list in Expected expense generated at manual processing of imported requests.
If necessary, log can be saved in HTML and XML formats. To do so, open the log, select Task main menu item, and select item with correspondent format.
In the open window, select the place to store the file. Name of file being saved can also be changed. Then, press Save.
Troubleshooting
Issue Sales from r_keeper_7 do not get downloaded into StoreHouse 5
Reason. Sales are not in SQL base. Enter SQL and view ORDERS , PAYMENTS , VISITS tables — data shall be contained therein.
Solution. Check SQL settings and make sure 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