Smartposstepbystep v2 0 150814091643 Lva1 App6892
Smartposstepbystep v2 0 150814091643 Lva1 App6892
Smartposstepbystep v2 0 150814091643 Lva1 App6892
0
0. Introduction........................................................................................................................................ 2
4. Client configuration.......................................................................................................................... 21
5. Organization configuration............................................................................................................... 24
7. Bank y Accounts.............................................................................................................................. 29
8. BUSINESS RELATIONS................................................................................................................. 30
11. TAXATION..................................................................................................................................... 37
16. PRODUCTS................................................................................................................................... 48
0. Introduction
This is a step-by-step procedure to install & Configure a SmartPOS 2.0 solution quickly, it requires the
installation files and ready to go backups (Postgresql backups for POS & ERP). Also required basic knowledge
and experience with Idempiere/Idempiere, Openbravo POS and RabbitMQ; it is a tutorial designed for
technical and advanced users, if you are an end-user please have these aspects in mind and get some
professional help or get that knowledge first.
Our web site, forums and wikis are available at: http://sourceforge.net/p/smart-pos/
Please notice this is not a reference guide of the integrated products (Idempiere, RabbitMQ, Openbravo POS),
each of them already have complete books and documentation and forums available on Internet:
ERP (Idempiere/Adempiere) : http://www.idempiere.org/
Openbravo POS : https://sourceforge.net/projects/openbravopos/
RabbitMQ: http://www.rabbitmq.com/
Then please send your questions of these specfici products to those forums, our SmartPOS technical forums
are focused in our specific functionality: our Integrated solution ERP+RabbitMQ+POS and all also to support
the OSGi plug-ins for SmartERP (Powered by Idempiere) connected with RabbitMQ.
1.2. Install Java JDK (we recommend to stay with JDK 6 for now, we wil test with JDK7 soon)
Let´s assume that you have : jdk1.6.0_33 and the following environment variables:
PATH=c:\java\jdk1.6.0_33/bin
JAVA_HOME=c:\java\jdk1.6.0_33
1.3. Restore ERP database
create a new database in your postgres server called: smarterp, owner= adempiere
restore the postgres backup provided (ready to go) using the postgres command line :
pg_restore --host localhost --port 5432 --username adempiere --dbname smarterp
--verbose c:\temp\backups\SmartPOS20-ERP-E2-22-08-2013.backup
when requested provide the adempiere password (postgres account)
1.4. Create a folder for your SmartERP product : c:\smarterp, uncompress there the provided backup and
Configure your ERP environment (IdempiereEnv.properties)
cd c:\smarterp2
vi IdempiereEnv.properties
change these lines to your environment settings:
ADEMPIERE_DB_PASSWORD // Idempiere password
ADEMPIERE_DB_SYSTEM // postgres password
ADEMPIERE_DB_NAME=smarterp
ADEMPIERE_HOME=C:\\smarterp
ADEMPIERE_DB_PORT=5432
ADEMPIERE_KEYSTORE=c:\\smarterp\\keystore\\myKeystore
JAVA_HOME=C\:\\java\\jdk1.6.0_33
For more advanced settings, please check your Idempiere/adempiere documentation.
1.5 Run the integration script:
cd c:\smarterp2
setup.bat or setup.alt.bat double checking your database settings.
- you re ready to go (SmartPOS and SmartERP will create the required queues using secure connections to
RabbitMQ)
Notes: We also suggest you to remove the default user (guest) to avoid security issues.
A new client called: Pharmacy2 is created with location in United States, New York City, currency USD
Client=pharmacy
Organization=pharmacyBranch1
Role=pharmacy Admin
Role=pharmacy User
User/Contact=pharmacyAdm/pharmacyAdm
User/Contact=pharmacy1/pharmacy1
Calendar=pharmacy
Account Element # 84
Acct.Schema Element=Account
Acct.Schema Element=Product
Acct.Schema Element=BPartner
Campaign=Standard Sales
Region=Standard
Business Partner=Standard
Product Category=Standard
Tax=Standard
Product=Standard
Sales Representative=pharmacy1
Sales Representative=pharmacyAdm
Project=Standard Cash
Book=Standard
Logout of the ERP and login with client admin user: pharmacyAdm/ pharmacyAdm
Your Chart of Accounts can be reviews thru Performance Analysis – Accounting Rules – Account Element
Here we take the internal ERP code → AD_CLIENT_ID that will be used to link POS, using the SmartPOS
resource called: jms.outqueue (you will use the prefix: "ERP" plus the internal adempeire ID of yoru client). To
get that id, you need to click on the 1 / 2 rows link (on top right of the window close to the arrows)
Note: For demo purposes, notice we have our Country assigned to Panama, to synchronize the panama cities
(Panama Localization to the POS stations), just the cities and regions of that country will be synchronized,
Here you can specify your company departments or branches and define the information for each of them
Similar to the client config we need get internal organization id: AD_ORG_ID to link the SmartPOS (incoming
queue) and SmartERP using the SmartPOS resource called jms.inqueue .
NOTE: With this implementation we will use a unique warehouse with multiple locations.
Locator
Corresponds to the specific location where the product indicates the aisle, shelf and level, the search key to
this code or location must be formed with the parameters of dimensions X,Y,Z, so when a POS user looks in
your tickets and screen that code, he can find the product quickly with his warehouse locators.
We show later in the POS, if we want the cash, check or credit card must be routed to a specific account, either
the same or different for each, in this case is set up different accounts for payment.
The internal ERP ID of each account will be used to route POS payments, ie:
Cash: 1000010
Cheque: 1000011
Credit Cards: 1000012
8. BUSINESS RELATIONS
• Partner Relations-Business Partner Rules - Business Partner Group: Standard
• Partner Relations-Business Partner Rules - Payment Term: Double check and creates the default
payment term for all the documents created by the POS.
for our case we will define as default payment term: Inmediate → 1000028
o Business Partner:
Tax ID
SO Tax exempt
Once the business partner is marked as a client this information is also synchronized to the POS
o Customer:
Check Customer
Credit Limit
o Location:
Address
Phone
2nd Phone
Contact (User):
11. TAXATION
We recommend creating tax category for Purchases, Sales and Standard, which is the default in the case of
products which have no tax
Performance Analysis – Accounting Rules - TAX CATEGORY
TAX RATE NOTE: We define just one rate of tax for each tax category given that the SmarPOS supports just one
per product
Define one tax rate per category, and Each product is assigned the category of tax to which it belongs
Charges: You create a type of charge, for tips and insurance coverage charges to be generated in the POS
As usual Take the internal IDs of this item, to configure the system (ERP) configuration.
A new configuration parameter is created/modified : System Admin – General Rules – System Rules - System
Configurator
New release 1.3: Please repeat the same procedure to create a Insurance Charge (required to create insurance
charges to each customer purchase covered ny your insurance company)
• Purchase Prices
• Sales Prices
This price list is synchronized with the POS which thus takes the internal ID IDempiere and feeds on the
resource POS price.listId
Versions price list: You must to create a version of price list for each unit of measure with the same name
(exact case). Additional you must to create one price list for the products that do not require conversion and
also one version to support transactions that takes place in the ERP only.
PRODUCT CATEGORY: A POS Category is created which will be the father of all those categories that you want
to send the SmartPOS
Now you create as much categories as you need of products taking into account that those who wish to
synchronize the POS must have the name maximum 20 characters and belongs to the POS parent category to
be send to the POS.
PRODUCT: The products are only send from the ERP to POS. The data synchronized from the ERP Tabs are:
Search Key, Name, UPC/EAN, Product Category (el sistema llevara al POS aquellas que tengan como categoría
padre POS), Tax Category, Unit of Measure UOM (smallest unit of the product, ie: Pill),
Notice the field: Gruop 2 is used to specify printers (Printer1) separated by, to which the product is desired
route,
Images: The first attached image will be sent to the SmartPOS., and you can use locators as well.
Note: You must to specify the organization during the creation of your products (if not they won´t be
synchorized to your org)
attachment
Here you can specify locator & printer routing … and Also attach the Image
Let´s go to the UOM Conversion tab to define the units of measure that will have the product, applies to those
products with which transactions are conducted in different measurement units. Each unit is defined as
starting from the base unit is the smallest
Note: You must to specify the organization during the creation of your UOM Conversion rules (if not they
won´t be synchorized to your org)
PRICES + UOM´s
To each product we must indicate: 1. which is the of Default Sales version of prices, and 2. A version of price
list for each unit of conversion.
The base unit of measure used is the smallest for example: Each / Pill
Tax category defined in the product will be the tax rate that will be send to the SmartPOS
Groups 2 field: It sets the printer to which route the commands example: Bar1 (counter) Bar2 (warehouse), if
you want to route your product to more that 1 printer, you can do ot separated them by : Bar1, Bar2,Bar3
After completing the information on the products tab proceeds to create the unit of measure conversions
Finally we create prices versions for each products: 1. purchase prices, 2. one price list version of the same
name as the unit of measure conversion (one of them should be marked as Default Sales for the POS)
At the time of entry to create a price list before the table of conversion units (wrong) the system displays the
following warning message:
Please define your conversion unit rules for this unit of measure first.
Where the printer name should always start with the word Bar as mentioned before, this is because you will
use the: Printer.TicketBar resource to create your command tickets.
N is the number of your physical printer( see the configuration panel of your SmartPOS).
jms.url localhost
jms.url.out localhost
jms.userLogin smart
jms.password smartpwd
jms.outqueue ERP1000007
jms.inqueue 1000011
paymentSyncId
cash=1000010
cheque=1000011
magcard=1000012
free=free
debt=debt
customer.default.id 1000244
Printer.Mapping
Bar=1
Bar1=2
Bar2=3
price.listId 1000023
email.properties (set to your email address and server) to send email notifications
NOTE: Login as System, you must to restart SmartERP after any changes
It is also required to define a Model Validator (a component that will replicate your ERP changes to the POS
stations), as System user, you just need to create/double check that is defined :
SMJ-SALESREPID (SalesRepID)- Internal Id of the sales rep userid (NOTE: User ID is not business partner
id) will be used just if the POS transaction doesn´t have one ( POS usually send it) pharmacy: 1000242
– remember this is a business partner with a special mark as Sales Rep…. (ERP)
SMJ-PAYMENTTERM (PaymentTerm )– Internal ID of default payment term used for all documents:
pharmacy:– 1000028 (Inmediate) –
SMJ-BANKACCOUNT (BankAccount)– Default internal id of bank account used if not received from the POS
pharmacy = 1000010
SMJ-RMATYPEID-(RmaTypeID) Internal ID for the “RMA Type “, requires to be created during your setup
process, go to the Returns/ RMA Type, create your and take the internal ID : pharmacy ID es: 1000003
For customization, advanced support & professional services please contact us at:
http://www.smartjsp.com