[ADD] point_of_sale: Documentation for Viva wallet
This PR add the documentation needed to use viva wallet payment method in Point Of Sale.
task-3667968
closes odoo/documentation#10188
X-original-commit: 7598c57f48
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
Signed-off-by: Quentin Lejeune (qle) <qle@odoo.com>
Co-authored-by: lejeune quentin <qle@odoo.com>
Co-authored-by: Perazzo Loredana <lrpz@odoo.com>
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@ -25,6 +25,7 @@ Then, follow the corresponding documentation to configure your device:
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- :doc:`SIX configuration <terminals/six>`
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- :doc:`Stripe configuration <terminals/stripe>`
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- :doc:`Vantiv configuration <terminals/vantiv>`
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- :doc:`Viva Wallet configuration <terminals/viva_wallet>`
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- :doc:`Worldline configuration <terminals/worldline>`
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Once the terminal is configured, you can :doc:`create the corresponding payment method and add it to
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@ -38,4 +39,5 @@ the POS <../payment_methods>`.
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terminals/six
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terminals/stripe
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terminals/vantiv
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terminals/viva_wallet
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terminals/worldline
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@ -0,0 +1,134 @@
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===========
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Viva Wallet
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===========
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Connecting a **Viva Wallet** :doc:`payment terminal <../terminals>` 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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Viva Wallet lets you turn your phone into a mobile card reader: `Tap On Phone
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<https://www.vivawallet.com/gb_en/blog-tap-on-phone-gb>`_.
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Configuration
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=============
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Start by creating your Viva Wallet account on `Viva Wallet's website <https://www.vivawallet.com>`_.
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Locate your Viva Wallet credentials
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-----------------------------------
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When configuring Viva Wallet in Point of Sale, you need to use specific credentials that are
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available in your Viva Wallet account. These credentials include your :ref:`Merchant ID
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<viva_wallet/id-key>`, :ref:`API key <viva_wallet/id-key>`, :ref:`POS API credentials
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<viva_wallet/pos-api>`, and :ref:`Terminal ID <viva_wallet/identifier>` number.
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.. _viva_wallet/id-key:
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Merchant ID and API key
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~~~~~~~~~~~~~~~~~~~~~~~
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Locate your `Merchant ID and API key following the Viva documentation
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<https://developer.vivawallet.com/getting-started/find-your-account-credentials/merchant-id-and-api-key/>`_.
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Then, save the keys and paste them into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key`
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fields :ref:`when creating the payment method <viva_wallet/method-creation>`.
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.. image:: viva_wallet/access-cred.png
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:alt: merchant ID and API key fields
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.. note::
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These credentials are used for APIs that authenticate with Basic Auth.
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.. _viva_wallet/pos-api:
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POS API credentials
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~~~~~~~~~~~~~~~~~~~
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Locate and generate your `POS API credentials following the Viva documentation
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<https://developer.vivawallet.com/getting-started/find-your-account-credentials/pos-api-credentials/>`_.
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Then, save the keys and paste them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID`
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fields :ref:`when creating the payment method <viva_wallet/method-creation>`.
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.. warning::
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These credentials are only displayed once. Ensure you keep a copy to secure them.
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.. image:: viva_wallet/api-cred.png
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:alt: Client secret and client ID fields
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.. note::
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These credentials are used for Android and iOS POS Activation requests, as well as the Cloud
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Terminal API.
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.. _viva_wallet/identifier:
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Terminal ID
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~~~~~~~~~~~
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Your terminal ID number is used to identify your terminal. To find it:
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#. Go to your Viva Wallet account and select the relevant account.
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#. Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the navigation menu.
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The terminal ID number is located under the :guilabel:`Terminal ID (TID)` column. Save it to paste
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it into the :guilabel:`Terminal ID` field :ref:`when creating the payment method
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<viva_wallet/method-creation>`.
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.. image:: viva_wallet/terminal-id.png
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:alt: Viva terminal ID
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.. _viva_wallet/method-creation:
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Configure the payment method
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----------------------------
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#. :doc:`Activate the POS Viva Wallet module <../../../../general/apps_modules>` to enable the
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payment terminal.
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#. :doc:`Create the related payment method <../../payment_methods>` by going to
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:menuselection:`Point of Sale --> Configuration --> Payment Methods` and clicking
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:guilabel:`New`.
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#. Set the journal type as :guilabel:`Bank`.
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#. Select :guilabel:`Viva Wallet` in the :guilabel:`Use a Payment Terminal` field.
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#. Fill in the mandatory fields with your:
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- :ref:`Merchant ID and API key <viva_wallet/ID-key>`
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- :ref:`Client ID and Client secret <viva_wallet/pos-api>`
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- :ref:`Terminal ID <viva_wallet/identifier>`
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#. Save the form and copy the generated webhook URL from the :guilabel:`Viva Wallet Webhook
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Endpoint` field. This URL is necessary :ref:`when configuring the webhook <viva_wallet/webhook>`.
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.. image:: viva_wallet/create-method-viva-wallet.png
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:alt: payment method creation form
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:scale: 75%
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.. _viva_wallet/webhook:
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Configure the webhook
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---------------------
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Webhooks allow you to receive real-time notifications whenever a transaction occurs within your Viva
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Wallet account. Set them up for `payment transactions following the Viva documentation
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<https://developer.vivawallet.com/webhooks-for-payments/transaction-payment-created/>`_.
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.. seealso::
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`Setting up webhooks <https://developer.viva.com/webhooks-for-payments/#setting-up-webhooks>`_
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Link the payment method to a POS
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--------------------------------
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You can select the payment method in your POS settings once the payment method is created. To do so,
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go to the :ref:`POS' settings <configuration/settings>` and add the payment method under the
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:guilabel:`Payment methods` field of the :guilabel:`Payment` section.
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Pay with a payment terminal
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===========================
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When processing a payment, select the related payment method. Check the amount and click on
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:guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment
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Successful`.
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.. note::
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- | In case of connection issues between Odoo and the payment terminal, force the payment by
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clicking on :guilabel:`Force Done`, which allows you to validate the order.
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| This option is only available after receiving an error message informing you that the
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connection failed.
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- To cancel the payment request, click :guilabel:`cancel`.
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