What are the steps to set up OrderEasy for HQ customers?

What are the steps to set up OrderEasy for HQ customers?

Here are the steps you need to follow if you encounter any difficulties configuring OrderEasy for your HQ outlet. They will guide you through what all needs to be done to implement OrderEasy in the HQ product.


Step 1:

It is necessary to purchase OrderEasy licenses under HQ's id and not under Outlet's id to go with the automated process.

 

Step 2:

You need to enable API

1. It can be created in the setup configuration
Go to -> Admin -> Configuration -> Setup configuration

 

 

2. Click on Other configuration options on the Setup configurations screen


 

3. Activate items API with scheduler as YES

4. version 1 should be selected for Retail, while version 2 should be chosen for Pharmacy

 

Step 3: 

For the Auto-Sync process, you will need to configure internally

1. HQ's Scheduler Configuration menu allows you to create a Schedule
Go to-> Admin -> Configuration -> Scheduler Configuration

 

2. From the Scheduler configuration screen, click on the Create Schedule button.

 

 

3. You can choose the Item Stock Schedule service type and set the required Duration and Interval for the sync in the opened window, and then click Save.


 

4. By setting the interval as 5, the stock will automatically sync from the POS to the HQ every five minutes. 

5. Once the sync is complete, all outlets will receive stock updates for the items.

 

Step 4 :

Log on to the Integration portal

1. Go to ->  https://integration.gofrugal.com -> Login with your corporate HQ mail id

 

 

2. Once you are logged into the integration portal, click Configuration > OrderEasy Configuration and follow the instructions. 

3. In the drop-down menu, select HQ to generate the outlet ID and the domain URL. Make sure the domain URL works. Make sure you enter the correct currency in the currency field.

 

 

4. Once you have done the store setup, We need to fetch the item and category details from the POS and for that data, sync is required.

5. Sync process

Go to configuration->Scheduler.

Click on "Configure".

 

 Choose the time for the sync process and change the status to "Active"

 

6. Once it's done, click the "Sync now" button for all processes under Data Sync.

 

 

 Step 5:

To determine under which outlet ordereasy is configured
The license Manager Console in HQ will show you the outlet details
1. Go to -> support -> License manager console

 

 

 

2. Select POS mobile applications

3. Go to OrderEasy on the left side

 

 

4. Check which outlet the OrderEasy license is configured for, indicated by the number 1 on the side column

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