[IMP] point_of_sale: improve text and replace pictures for Vantiv

task-3005157

closes odoo/documentation#9704

Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
This commit is contained in:
guillaume gallant (guga) 2024-06-07 15:49:06 +02:00
parent 8b45c6692f
commit 3d5ff64bab
6 changed files with 20 additions and 25 deletions

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@ -6,8 +6,8 @@ Connecting a Vantiv payment terminal allows you to offer a fluid payment flow to
ease the work of your cashiers.
.. note::
Please note MercuryPay only operates with US and Canadian banks, making
this procedure only suitable for North American businesses.
Please note MercuryPay only operates with US and Canadian banks, making this procedure only
suitable for North American businesses.
.. warning::
Vantiv card readers should be purchased exclusively from Vantiv, as certain Vantiv terminals
@ -16,35 +16,30 @@ ease the work of your cashiers.
Configuration
=============
Configure the Payment Method
Configure the payment method
----------------------------
First, go in the general settings of the POS app, and activate the
Vantiv setting.
Enable the payment terminal in the :guilabel:`Payment Terminals` section :ref:`of the application
settings <configuration/settings>`.
.. image:: vantiv/vantiv_01.png
:align: center
Then, go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, and :doc:`create
the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and
select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field.
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 Vantiv, select the payment terminal option Vantiv, and create
new Vantiv credentials.
Type the name you want to give to your :guilabel:`Vantiv Credentials` and click :guilabel:`Create
and edit`. Enter your :guilabel:`Merchant ID` and :guilabel:`Merchant Password`, then click
:guilabel:`Save & Close`.
.. image:: vantiv/vantiv_02.png
:align: center
.. image:: vantiv/vantiv-method.png
:alt: Vantiv payment method
To create new Vantiv credentials, fill in your merchant ID and password,
then save. Make sure the credentials you just created are selected, then
save the payment method.
Once the payment method is created, you can select it in your POS settings. To do so, go to the
:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
under the :guilabel:`Payments` section.
.. image:: vantiv/vantiv_03.png
:align: center
Pay with a Payment Terminal
Pay with a payment terminal
===========================
In your PoS interface, at the moment of the payment, select your Vantiv
payment method and… thats all.
.. image:: vantiv/vantiv_04.png
:align: center
When processing a payment, select the related payment method. Check the amount and click on
:guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment
Successful`.

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