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SETUP.md

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URY Base App Setup

Follow these steps to set up URY:

Step 1 :

  • Login into the site and Follow the installation wizard
    • Specify the language.
    • Provide country , timezone and currency details.
    • Create the first user.
    • Enter company name, its description, and select a bank account.
    • click on 'Complete setup'

Step 2 :

  • Use the Frappe/ERPNext interface to create a new user.

  • Assign one of the two URY roles to users:

    • URY Manager
    • URY Captain

  • In extra , Use ERP provided roles for permissions related to ERP functionality.

    • Possible role for restaurant order takers/ captains can be - Item Manager ,Accounts User ,Sales User.
    • For Restaurant Managers - Item Manager ,Sales Manager ,Accounts Manager ,Stock Manager ,Sales User.

Step 3 :

  • Create Branch in ERPNext .

  • Specify branch users in the table; note that only these users can access the Point of Sale (POS) of that branch.

Step 4 :

  • Go to the "URY Restaurant List" and create a new restaurant with the following details:

    • Name : Restaurant name
    • Company: Specify the company under which the restaurant is being created.
    • Default customer : Set a default customer .
    • Invoice Series Prefix: allows you to define prefix for naming of a Invoice .
    • Branch : Select the branch associated with the restaurant .
    • Default Tax Template : Mention the Sales tax value if applicable .
    • Address : Provide the address of the restaurant.
    • Default Menu : Select Menu against the restaurant .
    • Room Wise Menu : To enable room wise menu .
    • Menu For Room : Add restaurant menu against each room to handle room wise price list.

Step 5 :

  • Create Item to be included in the URY Menu.
  • If an item is sold in a bundle, consider using the Product Bundle feature.

Step 6 :

  • Create Restaurant Menu From "URY Menu List" with the following details:

    • Name : Specify a unique name to the menu .
    • Restaurant : Linked to URY Restaurant to select restaurant .
    • Branch : This field will be automatically populated when you select a restaurant.
    • Enabled : Activate the checkbox to enable the menu.
    • Items : List the items included in the menu and their respective rates.

Step 7 :

  • Next is to Create Restaurant Room with the following details :

    • Name : Specify a unique name to the room.
    • Room Type : Select the type from the list.
    • Print Settings : Choose a network printer.

Step 8 :

  • Create tables for the restaurant in the "URY Table List" with the following details:

    • Name : Specify the table name that will be listed in URY Order.
    • Restaurant : Select the associated restaurant.
    • Restaurant Room : Specify a room to which the table belong ( if no room in restaurant , create a default room and select it for all)
    • Branch : This field will be auto-populated when the restaurant is selected.
    • No of seat : Input the number of seats at the table.
    • Minimum seating : Specify minimum seating capacity .
    • Is Take Away : For take away orders ( Order type will be "Take Away") .
    • Active info : Record table status and time . Both are read-only .

Step 9 :

  • Create POS Profile in ERPNext
  • Addition fields
    • Restaurant : Select Restaurant in which POS Profile belong.
    • Branch : The branch will be auto-fetched when selecting the restaurant.
    • Printer Settings : Choose a network printer.
    • QZ Print : Check this box to enable QZ printing.
    • QZ Host :Enter the Network IP for QZ printing.
    • Captain Transfer Role Permissions : Role added to this field have permission for Captain Transfer. Also user having this role have access to all table.
    • Allow Cashier To Edit And Remove Table Order Items : To permit cashier to edit and remove table orders.

Step 10 :

Step 11 :

  • To prevent alerts during printing with QZ Tray and address the two promise messages, follow these standardized steps:

  • Signature Promise

    • Add path of your qz certificate in the site_config.json under the key "qz_cert".
    • Eg: If your certificate file is at /private/files/cert.pem , then the value follows ,
     	"qz_cert": "files/cert.pem

  • Sign Message

    • Add path of your file containing Private Key to Prevent sign message alert in the site_config.json under the key "qz_private_key".
    • Eg: If your file is at /private/files/key.pem , then the value follows ,
     	"qz_private_key": "files/key.pem

  • Authorized personnel can upload the files through ERPNext's File Manager.

  • Ensure that both files are uploaded as private files.

Step 12 :

  • Go to POS Settings
  • Add 'Print' button to Additional Information to take print before settlement

Step 13 :

  • This step is optional and applicable when the mobile number is automatically fetched from the customer name field.
  • Open the client script and ensure that the script responsible for the provided code is enabled.
  • The purpose is to extract the number from the customer name field and write it to the mobile number field.
  • Give default value to Customer Group and Territories using doctype customisation.

Step 14 :

  • Go To 'URY Order' and take your first order.