2019-10-23 16:47:57 +07:00
|
|
|
|
=================================
|
|
|
|
|
Connect SIX/Worldline to your PoS
|
|
|
|
|
=================================
|
|
|
|
|
|
|
|
|
|
Connecting a SIX/Worldline payment terminal allows you to offer a fluid
|
|
|
|
|
payment flow to your customers and ease the work of your cashiers.
|
|
|
|
|
|
|
|
|
|
.. note::
|
2020-01-08 17:05:57 +07:00
|
|
|
|
Please note SIX/Worldine is currently only available for UE customers.
|
2019-10-23 16:47:57 +07:00
|
|
|
|
|
|
|
|
|
Configuration
|
|
|
|
|
=============
|
|
|
|
|
|
|
|
|
|
Connect a Payment Terminal
|
|
|
|
|
--------------------------
|
|
|
|
|
|
|
|
|
|
Connecting a SIX/Worldline Payment Terminal to Odoo is a feature that
|
|
|
|
|
requires an IoT Box. For more information on how to connect an IoT Box
|
2020-01-06 22:51:35 +07:00
|
|
|
|
to your database, please refer to the :doc:`IoT documentation
|
|
|
|
|
<../../iot/config/connect>`.
|
2019-10-23 16:47:57 +07:00
|
|
|
|
|
|
|
|
|
Once the *IoT Box* is up and running, you’ll need to link it to your
|
2020-01-08 17:05:57 +07:00
|
|
|
|
PoS. Open the Point of Sale app and go to :menuselection:`Configuration
|
|
|
|
|
--> Point of Sale`. Select a PoS, tick the IoT Box Device option and select
|
|
|
|
|
your payment terminal.
|
2019-10-23 16:47:57 +07:00
|
|
|
|
|
|
|
|
|
.. image:: media/six_01.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
Then go to your *IoT Box homepage* (accessible from the IoT Box form
|
|
|
|
|
view in Odoo) and enter the ID of your Six payment terminal.
|
|
|
|
|
|
|
|
|
|
.. image:: media/six_02.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
You should now see that the terminal is connected to your IoT Box (it
|
|
|
|
|
takes +/- 1 min).
|
|
|
|
|
|
|
|
|
|
.. image:: media/six_03.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
.. tip::
|
2020-01-08 17:05:57 +07:00
|
|
|
|
The terminal should only be connected to the network with the Ethernet.
|
|
|
|
|
Do not connect it to the IoT Box with a USB Cable.
|
2019-10-23 16:47:57 +07:00
|
|
|
|
|
|
|
|
|
Configure the Payment Method
|
|
|
|
|
----------------------------
|
|
|
|
|
|
|
|
|
|
First, go in the general settings of the POS app, and activate the SIX
|
|
|
|
|
setting.
|
|
|
|
|
|
|
|
|
|
.. image:: media/six_04.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
2020-01-08 17:05:57 +07:00
|
|
|
|
Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`,
|
|
|
|
|
go in the payments section and access your payment methods. Create a new
|
|
|
|
|
payment method for SIX, select the payment terminal option SIX, and select
|
|
|
|
|
your payment terminal device.
|
2019-10-23 16:47:57 +07:00
|
|
|
|
|
|
|
|
|
.. image:: media/six_05.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
Pay with a Payment Terminal
|
|
|
|
|
===========================
|
|
|
|
|
|
|
|
|
|
In your PoS interface, at the moment of the payment, select a payment
|
|
|
|
|
method using a payment terminal. Verify that the amount in the tendered
|
|
|
|
|
column is the one that has to be sent to the payment terminal and click
|
|
|
|
|
on *Send*. If you want to cancel the payment request, click on cancel.
|
|
|
|
|
|
|
|
|
|
.. image:: media/six_06.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
When the payment is done, the status will change to *Payment
|
|
|
|
|
Successful*. You can always reverse the last transaction by clicking on
|
|
|
|
|
*Reverse*.
|
|
|
|
|
|
|
|
|
|
.. image:: media/six_07.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
If there is any issue with the payment terminal, you can still force the
|
|
|
|
|
payment using the *Force Done*. This will allow you to validate the
|
|
|
|
|
order in Odoo even if the connexion between the terminal and Odoo
|
|
|
|
|
encounters issues.
|
|
|
|
|
|
|
|
|
|
Close your Session
|
|
|
|
|
==================
|
|
|
|
|
|
|
|
|
|
At the end of the day, before closing your session, you need to send the
|
|
|
|
|
balance of the payments to SIX. To do that, click on this button.
|
|
|
|
|
|
|
|
|
|
.. image:: media/six_08.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
Once the balance has been sent, the SIX shift is closed, meaning you
|
|
|
|
|
cannot do additional operations with the SIX payment terminal (except if
|
|
|
|
|
you reopen a shift by clicking on the user name and selecting a
|
|
|
|
|
cashier).
|
|
|
|
|
|
|
|
|
|
.. image:: media/six_09.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
Once your payment is processed, on the payment record, you’ll find the
|
|
|
|
|
type of card that has been used and the transaction ID.
|
|
|
|
|
|
|
|
|
|
.. image:: media/six_10.png
|
|
|
|
|
:align: center
|