URY
Follow these steps to set up the base URY App:
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 menu.
- 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 is there , 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 :
- Give User Permission to the user for
- POS Profile
- Branch
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
- Add path of your qz certificate in the
-
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
- Add path of your file containing Private Key to Prevent sign message alert in the
-
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.