GINESYS POS SETUP (Ginesys POS version 2.17.0 onwards)

Previously, users could activate the store only in Data Sync mode through the GINESYS POS 1-2-3 Setup utility, which involved a three-step process: Create Store Record, Activate License, and Synchronization. However, with the introduction of the 'Live Sync' feature in Ginesys, direct creation and activation of the store via Live Sync became unavailable. Instead, users were required to create the store in Data Sync mode using the GINESYS POS 1-2-3 Setup window and then migrate the Site from both ERP & POS to activate Live Sync mode.

With the latest release, a new GINESYS POS Setup utility has been introduced, providing users with the flexibility to create and activate the store in both Live Sync and Data Sync modes as per their choice.

The latest GINESYS POS Setup window encompasses four streamlined steps:

Store Record Creation,
POS Update,
Take Full Backup, and
Synchronization.

Fig. 1: New GINESYS POS Setup window

Please adhere to the following steps to create and activate the store using the GINESYS POS Setup utility:

Before proceeding further, the user must select a Sync mode by clicking the corresponding button (marked as yellow).

Fig. 2: Select Sync Mode
Next, enter the Site Key from Ginesys ERP (POS Management - Site Master).
Now, User may choose the option Activate via Web Sync/Activate via Live Sync. Let's discuss the steps for each of these options.

Preliminary steps

Click on 'Locate' to select the WebDB Configuration file generated from the ERP.
By clicking the 'Show' button, users can view the connection details and are requested to perform a connection test by clicking ‘Test Connection’ before proceeding with the store activation steps.

Now, proceed with Step 1, which will create store and store parent record in the POS.

After completing Step 1, the Sync Activation mode and WebDB configuration file cannot be changed.

Let's move on to Step 2. It will launch the GINESYS POS Auto Updater utility. This utility is used to update the POS system to the latest ERP CP.

A message will appear, notifying you that the POS will be closed during the Auto Update process.

If an update is available, the POS will be upgraded to the latest version, and you will need to log in again to proceed with the remaining steps. However, if no update is available, you can simply log in again to continue with the next steps.

Keep in mind that there's a possibility that you might complete step 2 and then log in to the POS after a few days to continue with the remaining steps. During this time, there might have been an update at the ERP. In this case, you will need to repeat step 2 before proceeding.

Upon completing Step 2, the user must take a full backup to proceed with Step 3.

Clicking Step 3 will open the POS Backup Utility, allowing the user to take a Full backup.

After the backup is complete, Step 3 will be marked as completed.

Note: Suppose a user completes Step 3 in the GINESYS POS Setup utility but then exits the POS and reopens it after a few days. During this time, the ERP may have been updated. When the user reopens the POS to complete the POS Setup again, the POS will check if the store's CP are compatible with the ERP latest CP.

If the store's CP does not match the latest ERP CP, Step 2 and Step 3 will be marked as Pending, and the user will need to perform these steps again, even if they were previously marked as completed.

Similarly, if the user exits the POS after completing Step 3 and reopens it within a few hours, the POS will check if a full backup was taken within the last 2 hours from the current time. If the full backup does not meet this condition, Step 3 will be marked as pending, and the user will have to perform Step 3 again.

It's important to note that some steps that were previously marked as completed may appear as Pending depending on the checks performed by the POS during reopening.

Once Step 3 is completed, proceed to Step 4 to synchronize data between the POS and ERP using Data Sync. After a successful first sync, the Ginesys POS Scheduler and Ginesys License Service will be in running mode; if not, upon detecting the first successful sync, Step 4 will be marked as complete, and the POS setup process will be complete. The user will then be directed to the POS login utility.

In Live Sync mode, user has to locate the JSON configuration file generated from ERP, which consists the API configuration details and WebDB connection details.

The sample JSON configuration file is stated as follow:

By clicking the 'Show' button, users can view the connection details and are requested to perform a connection test by clicking ‘Test Connection’ before proceeding with the store activation steps.

In Live Sync mode, the test connection will be considered successful if the WebDB is connected and the API is reachable.

Now, continue with Step 1, where the POS will insert API configuration details and create store and store parent records by calling the API. Additionally, two schedulers, namely Data Sync Sender Client and Data Sync Receiver Client, will be created in disabled mode and the Ginesys POS Scheduler will be uninstalled.

Let's move on to Step 2. When you click the Step 2 button, it will launch the GINESYS POS Auto Updater utility. This utility is used to update the POS system to the latest ERP CP. A message will appear, notifying you that the POS will be closed during the Auto Update process.

If an update is available, the POS will be upgraded to the latest version, and you will need to log in again to proceed with the remaining steps. However, if no update is available, you can simply log in again to continue with the next steps.

Keep in mind that there's a possibility that you might complete step 2 and then log in to the POS after a few days to continue with the remaining steps. During this time, there might have been an update at the ERP. In this case, you will need to repeat step 2 before proceeding.

Upon completing Step 2, the user must take a full backup to proceed with Step 3.

Clicking Step 3 will open the POS Backup utility, allowing the user to take a Full backup.

After the backup is complete, Step 3 will be marked as completed.

After completing Step 3, proceed to Step 4 to initiate data synchronization between the POS and ERP using Live Sync. Once the first successful sync is detected, the schedulers created in Step 1 will be enabled. After this, Step 4 will be marked as complete, concluding the POS setup process.

Subsequently, the user will be directed to the POS login window.