SOP: Cloud Retailer RMS Import (Resellers)

Modified on Tue, 09 May 2023 at 04:10 PM

Overview

This article will describe the RMS import procedures including installing the Uncorked Client and troubleshooting common errors.


Procedure

Installing the Uncorked Client

  1. Run the Uncorked Client installer
  2. During the installation, enter the following in the Sync Configuration step
    1. Url: Enter the customer's back office URL provided by RITE  https://instancename.cloudretailer.com
    2. Auth Token: Enter the register sync token provided by RITE
  3. Complete the installation process


Installing Cloud Retailer

  1. Navigate to the customer's back office
  2. Download the Application Installer using the following URL: https://instancename.cloudretailer.com/PosClient/GetClient?packageType=FullInstaller


RMS Uncorked Table Sync

  1. Navigate to the customer's back office
  2. Navigate to Admin -> Admin Catalog -> Global Entity Settings -> RMS Import Settings
    1. https://instancename.cloudretailer.com/GlobalEntitySettings/Alter#RMS_Import_Settings
  3. Required fields
    1. RMS Import Mode
      1. RMS Single Store
      2. RMS Headquarters
    2. Cloud Retailer Default No Tax
    3. Cloud Retailer Default Role
    4. Cloud Retailer Default Time Zone
    5. Default POS Taskpad
    6. Cloud Retailer Manager's Task Pad
    7. RMS Import Start Date
    8. RMS Import End Date
    9. RMS SQL Database - This is the name of the SQL database
    10. RMS SQL Server - This is the name of the SQL server
    11. RMS SQL User Password
    12. RMS SQL Username
    13. RMS Birth Date Column
    14. RMS Driver's License Column
    15. RMS Loyalty Points Column
    16. RMS Product Size Column
  4. Optional fields
    1. Cloud Retailer Customer Attribute Set
    2. Cloud Retailer Loyalty Program Name
    3. Cloud Retailer Product Attribute Set
    4. Cloud Retailer Store Email
    5. Cloud Retailer Supplier Attribute Set
    6. Default POS Taskpad


Deactivate the Default Location

The default location is used for the sync token but it should not be active when the import occurs as this location will not be used by the customer.  Always verify this location is deleted before you begin the Import process.  If this remains active, you will also create products for this location in RMS Single Store imports.

  1. Navigate to Admin -> Locations
  2. Select the location named Default
  3. Click Delete Location to delete the Default location


Initial Sync and Import

  1. Navigate to Tools -> Integration Processes -> Search for the correct process below
    1. RMS Single Store: Uncorked Agent - Sync RMS Data
    2. RMS Headquarters: Uncorked Agent - Sync RMS Data (HQ)
  2. Click Run to begin syncing the Uncorked tables for RMS
  3. When the syncing is complete, navigate to https://instancename.cloudretailer.com/Reports/Sandbox/RMSImport
  4. Set the RMS import method, start date, and end date to match the values entered in the Global Entity Settings in the previous section.
  5. Perform each task in order from top to bottom by clicking on the Go! buttons


Go-Live Sync and Import

  1. You MUST resync the tables to update any data entered in RMS since the initial import
  2. Navigate to Tools -> Integration Processes -> Search for the correct process below
    1. RMS Single Store: Uncorked Agent - Sync RMS Data
    2. RMS Headquarters: Uncorked Agent - Sync RMS Data (HQ)
  3. Click Run to begin syncing the Uncorked tables for RMS
  4. When the syncing is complete, navigate to https://instancename.cloudretailer.com/Reports/Sandbox/RMSImport
  5. Set the RMS import method, start date, and end date to match the values entered in the Global Entity Settings in the previous section.
  6. Run the Perform RMS Data Sanitation task on the page, then skip to import suppliers
  7. Make sure the Select Default TimeZone dropdown is set to the appropriate time zone
  8. Run the rest of the steps, EXCEPT Import Employees (if you do this the system will reset all employee passwords and permissions)
  9. When the final import is complete, navigate to https://instancename.cloudretailer.com/Reports/Sandbox/UATMaintenance
  10. Set the RMS import method, start date, and end date to match the values entered in the Global Entity Settings in the previous section.
  11. Perform each task in order from top to bottom by clicking on the Go! buttons



Troubleshooting

No Receiver Registered

  1. In Windows, navigate to C:\Program Files (x86)\Uncorked Analytics\
  2. Edit the UncorkedAnalytics.Synchronization.Client.exe.config file
  3. Make sure UncorkedAnalyticsHub value is the correct full URL for the customer's back office
  4. Make sure the AuthToken value matches the register sync token provided by RITE
  5. Note: If ANY changes are made to this file, you MUST restart the Uncorked Analytics service using the Windows Services.msc application
    1. You can also restart the service via Command Line using the following commands:
    2. net stop UncorkedSyncService
    3. net start UncorkedSyncService



Reset QoH to Zero doesn't create or finalize an inventory count


  1. Click Tools -> Inventory Counting
  2. Click on Create New Inventory Count
  3. Create a reference number, select a location and set the inventory count type to all products and click save
  4. Click on Finalize Inventory



If the connection between CR and RMS fails:


  1. Browse to https://instancename.cloudretailer.com/TestWebSockets
  2. Use the following connection string:  data source=.; Initial Catalog={DBNAME}; User ID=sa;Password={password} (Replace DBName and Password with the relevant DB information removing the {})
  3. In the Set Command Text here and click Run Command, put in Select top 10 * from Item and click Run Command. If successful, you will get a JSON listing of 10 entries in the Item table that is currently on the RMS server.
  4. If this does not work there will be an error message detailing what is wrong. Double-check your database name and password. You might have to change your data source to the ip address or name of the server.


If taxes fail to import


  1. Check RMS to confirm that none of the tax codes are the same as what is currently in Cloud Retailer (by default they are Sales Tax, Liquor Tax and No Tax)
    1. If ANY SINGLE tax code matches what is in Cloud Retailer the import will fail. This can be corrected one of two ways:
      • You can change the tax codes in Cloud Retailer so that they no longer match what is in RMS and re-run the Sales Tax import process
      • You can set the taxes correctly in Cloud Retailer to match the tax rate for the customer and make sure that ALL tax codes match what is in RMS. If ANY SINGLE ONE does not then the items that are assigned to that tax will be imported incorrectly

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