107 lines
3.3 KiB
ReStructuredText
107 lines
3.3 KiB
ReStructuredText
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=================================
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Connect SIX/Worldline to your PoS
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=================================
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Connecting a SIX/Worldline payment terminal allows you to offer a fluid
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payment flow to your customers and ease the work of your cashiers.
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.. note::
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Please note SIX/Worldine is currently only available for UE customers.
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Configuration
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=============
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Connect a Payment Terminal
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--------------------------
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Connecting a SIX/Worldline Payment Terminal to Odoo is a feature that
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requires an IoT Box. For more information on how to connect an IoT Box
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to your database, please refer to `this documentation
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<https://www.odoo.com/documentation/user/12.0/iot.html>`__.
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Once the *IoT Box* is up and running, you’ll need to link it to your
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PoS. Open the Point of Sale app and go to *Configuration > Point of
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Sale*. Select a PoS, tick the IoT Box Device option and select your
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payment terminal.
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.. image:: media/six_01.png
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:align: center
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Then go to your *IoT Box homepage* (accessible from the IoT Box form
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view in Odoo) and enter the ID of your Six payment terminal.
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.. image:: media/six_02.png
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:align: center
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You should now see that the terminal is connected to your IoT Box (it
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takes +/- 1 min).
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.. image:: media/six_03.png
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:align: center
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.. tip::
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The terminal should only be connected to the network with the Ethernet.
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Do not connect it to the IoT Box with a USB Cable.
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Configure the Payment Method
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----------------------------
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First, go in the general settings of the POS app, and activate the SIX
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setting.
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.. image:: media/six_04.png
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:align: center
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Back in *Point of Sale > Configuration > Point of Sale*, go in the
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payments section and access your payment methods. Create a new payment
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method for SIX, select the payment terminal option SIX, and select your
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payment terminal device.
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.. image:: media/six_05.png
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:align: center
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Pay with a Payment Terminal
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===========================
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In your PoS interface, at the moment of the payment, select a payment
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method using a payment terminal. Verify that the amount in the tendered
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column is the one that has to be sent to the payment terminal and click
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on *Send*. If you want to cancel the payment request, click on cancel.
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.. image:: media/six_06.png
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:align: center
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When the payment is done, the status will change to *Payment
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Successful*. You can always reverse the last transaction by clicking on
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*Reverse*.
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.. image:: media/six_07.png
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:align: center
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If there is any issue with the payment terminal, you can still force the
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payment using the *Force Done*. This will allow you to validate the
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order in Odoo even if the connexion between the terminal and Odoo
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encounters issues.
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Close your Session
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==================
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At the end of the day, before closing your session, you need to send the
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balance of the payments to SIX. To do that, click on this button.
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.. image:: media/six_08.png
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:align: center
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Once the balance has been sent, the SIX shift is closed, meaning you
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cannot do additional operations with the SIX payment terminal (except if
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you reopen a shift by clicking on the user name and selecting a
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cashier).
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.. image:: media/six_09.png
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:align: center
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Once your payment is processed, on the payment record, you’ll find the
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type of card that has been used and the transaction ID.
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.. image:: media/six_10.png
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:align: center
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