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

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