SETUP.md

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 three URY roles to users:

  • URY Manager
  • URY Captain
  • URY Cashier

• 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.
  • For Restaurant Cashier - 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 POS of that branch.

  • Aggregator Settings : You can use this child table to add aggregator details, create a customer, price list (as Selling), and mode of payment as needed for aggregator data. Make sure to add item prices to the selected price list to display items in the menu.
  • Keep Sales Invoice Unpaid : Check this box if you want the aggregator's sales invoice to remain unpaid.
  • Create Invoice without Tax : Check this box if you want the aggregator's invoice to be created without tax. This applies to both Sales Invoice and POS Invoice.

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.
  • Invoice Series Prefix: allows you to define prefix for naming of a Invoice .
  • Aggregator Series Prefix: allows you to define prefix for naming of a aggregator 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.
  • Order Type Wise Menu : To enable order type wise menu for cashier.
  • Menu For Order Type : Add restaurant menu against each order type to handle order type 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.
  • Special Dish : You can use this checkbox in the Item table to show an item as a Special Items or Priority item for menu display.
  • Disabled : You can use this checkbox to remove item from menu as per need.
  • Course : To add course again item.

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 .
  • Table Shape : Use this option to add the table shape for display on the POS screen.

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 :Under URY POS restrictions, roles added to this field will have permission for 'Captain Transfer'. Users with this role will also have access to all tables.
  • Role Allowed For Billing : Users assigned this role will function as cashiers in URY POS, responsible for managing billing transactions.
  • Table Attention time : To indicate "Attention" status in the table of URY POS.
  • Show Limited Paid Invoices : Set a limit for the cashier to view a restricted number of recently paid invoices.
  • Allow Cashier To View All Status : Enables Cashiers to view all statuses (Paid, Consolidated, Return Invoices) in the recent order.
  • Role Restricted For Table Order : Users with this role have restricted access to table order functions.
  • Allow Cashier To Edit And Remove Table Order Items : To permit cashier to edit and remove table orders.
  • Show Item Image In URY Pos : To show image in URY POS.
  • Require Daily POS Closing : Validate that the previous day’s POS is closed before opening a new one.
  • Enable Discount : Enable discount feature in URY POS.
  • Enable Order Type Edit : Use this option to change the order type of an existing invoice.
  • Enable Multiple Cashier : Enable this checkbox if the outlet has multiple cashiers. Then, add the cashiers under 'Applicable for Users' and enable the 'Main Cashier' checkbox for the head cashier.
  • URY KOT Naming Series : Add a naming series for KOT. A KOT will be created only if a naming series is set.
  • KOT Warning Time : Timer against KOT are set in this field to trigger a warning when it's exceeded in KDS.
  • Enable KOT Reprint : Use this option if you need the reprint feature for KOT prints. Make sure to add the appropriate printers and print format.
  • Enable KOT Audio Alert : Can Enable to play a sound when a KOT is displayed. You can add an audio alert in the KOT alert sound attachment field.
  • Notify KOT Delay : Can Enable for KOT delay notification and add recipients roles to the Recipients table.
  • Reset Order Number Daily : Use this option to reset the order number for POS Invoices on a daily basis. Note that this is not the invoice number.

Step 10 :

• Give User Permission to the user for
  • POS Profile
  • Branch

Step 11 :

• QZ printer Setup
  • Add your certificate file is at ury/public/files/cert.pem.
  • Update the pos/privateKey.js for v2 and urypos/privateKey.js for v1.

Step 12 :

• Customer Search

  • frappe.utils.global_search is used for customer searching ,you have to run the following commands for building search index

  		$ bench --site site-name build-search-index 
  

  and

  	$ bench --site site-name rebuild-global-search 
  

Step 13:

• URY Production Unit Create Production Unit From "URY Production Unit" with the following details:
  • Production : Enter the name for your Production Unit.
  • POS Profile : Select the POS Profile
  • Branch : Auto fetch when pos profile is selected
  • Warehouse :Auto fetch when pos profile is selected.
  • Item Groups :Select Item Groups that belong to the production unit.
  • Printers : Table to configure printing inside production unit. - Printer : Select Network printer. - KOT Print : Enable for KOT Printing . - KOT Print Format : Select print format for KOT . - Block Takeaway KOT : Enable for block Takeaway KOT printing .

Step 14:

• URY Report Setting

  • Navigate to URY Report Settings in your site.
  • Click on Add URY Report Settings.
  • Under the Details tab:
    • Extended Hours : Enable this if the branch operates after 12 AM.
    • No of Hours : Enter the number of hours, if extended hours is enabled.
  • Under the Daily P and L Settings tab:
    • Buying price List : Select the buying price list for your branch.
      • Under Direct Expenses:
        • Burning Materials (Other Consumables) : Table to list consumables.
          • Material : Enter the Material (e.g., gas, charcoal).
          • Cost Per Unit : Specify the cost per unit for each material.
        • Direct Fixed Expenses : Table to add list of daily fixed direct expenses.
          • Expense : Provide the expense name.
          • Amount : Specify amount for each expense.
      • Under Indirect Expenses:
        • Electricity Charges: Enter the electricity charges per unit.
        • Indirect Fixed Expenses : Table to list daily fixed indirect expenses.
          • Expense : Provide the expense name.
          • Amount : Specify amount for each expense.
        • Percentage Expenses : Table to list of expenses as a percentage of sales.
          • Expense : Provide the expense name.
          • Percentage Type : Choose the percentage type (Net Sales or Gross Sales).
          • Percent : Specify the percentage of the selected type.
      • Under Employee Costs:
        • Employee Costs : Table to list daily fixed expenses as a part of employee costs.
          • Expense : Provide the expense name.
          • Amount : Specify amount for each expense.
    • Depreciation : Add depreciation amount if applicable.

• Daily Gross Salary Cost is calculated from employees attendance.

  • Follow these steps to set up the payment type and payment amount for employees:

  Step 1:

  • Navigate to Employee in your site.
  • Choose the relevant Employee.

  Step 2:

  • Under the Salary tab:
    • Payment Type : Choose between Salary or Daily Wage.
    • Payment Amount : Enter the corresponding payment amount.

Follow the Attendance documentation for marking the attendance or use the Employee Attendance Tool