[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>
This commit is contained in:
lejeune quentin 2024-04-04 14:35:19 +02:00 committed by Loredana Perazzo
parent e6d68071fc
commit 4a24238376
7 changed files with 136 additions and 0 deletions

View File

@ -25,6 +25,7 @@ Then, follow the corresponding documentation to configure your device:
- :doc:`SIX configuration <terminals/six>`
- :doc:`Stripe configuration <terminals/stripe>`
- :doc:`Vantiv configuration <terminals/vantiv>`
- :doc:`Viva Wallet configuration <terminals/viva_wallet>`
- :doc:`Worldline configuration <terminals/worldline>`
Once the terminal is configured, you can :doc:`create the corresponding payment method and add it to
@ -38,4 +39,5 @@ the POS <../payment_methods>`.
terminals/six
terminals/stripe
terminals/vantiv
terminals/viva_wallet
terminals/worldline

View File

@ -0,0 +1,134 @@
===========
Viva Wallet
===========
Connecting a **Viva Wallet** :doc:`payment terminal <../terminals>` allows you to offer a fluid
payment flow to your customers and ease the work of your cashiers.
.. note::
Viva Wallet lets you turn your phone into a mobile card reader: `Tap On Phone
<https://www.vivawallet.com/gb_en/blog-tap-on-phone-gb>`_.
Configuration
=============
Start by creating your Viva Wallet account on `Viva Wallet's website <https://www.vivawallet.com>`_.
Locate your Viva Wallet credentials
-----------------------------------
When configuring Viva Wallet in Point of Sale, you need to use specific credentials that are
available in your Viva Wallet account. These credentials include your :ref:`Merchant ID
<viva_wallet/id-key>`, :ref:`API key <viva_wallet/id-key>`, :ref:`POS API credentials
<viva_wallet/pos-api>`, and :ref:`Terminal ID <viva_wallet/identifier>` number.
.. _viva_wallet/id-key:
Merchant ID and API key
~~~~~~~~~~~~~~~~~~~~~~~
Locate your `Merchant ID and API key following the Viva documentation
<https://developer.vivawallet.com/getting-started/find-your-account-credentials/merchant-id-and-api-key/>`_.
Then, save the keys and paste them into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key`
fields :ref:`when creating the payment method <viva_wallet/method-creation>`.
.. image:: viva_wallet/access-cred.png
:alt: merchant ID and API key fields
.. note::
These credentials are used for APIs that authenticate with Basic Auth.
.. _viva_wallet/pos-api:
POS API credentials
~~~~~~~~~~~~~~~~~~~
Locate and generate your `POS API credentials following the Viva documentation
<https://developer.vivawallet.com/getting-started/find-your-account-credentials/pos-api-credentials/>`_.
Then, save the keys and paste them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID`
fields :ref:`when creating the payment method <viva_wallet/method-creation>`.
.. warning::
These credentials are only displayed once. Ensure you keep a copy to secure them.
.. image:: viva_wallet/api-cred.png
:alt: Client secret and client ID fields
.. note::
These credentials are used for Android and iOS POS Activation requests, as well as the Cloud
Terminal API.
.. _viva_wallet/identifier:
Terminal ID
~~~~~~~~~~~
Your terminal ID number is used to identify your terminal. To find it:
#. Go to your Viva Wallet account and select the relevant account.
#. Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the navigation menu.
The terminal ID number is located under the :guilabel:`Terminal ID (TID)` column. Save it to paste
it into the :guilabel:`Terminal ID` field :ref:`when creating the payment method
<viva_wallet/method-creation>`.
.. image:: viva_wallet/terminal-id.png
:alt: Viva terminal ID
.. _viva_wallet/method-creation:
Configure the payment method
----------------------------
#. :doc:`Activate the POS Viva Wallet module <../../../../general/apps_modules>` to enable the
payment terminal.
#. :doc:`Create the related payment method <../../payment_methods>` by going to
:menuselection:`Point of Sale --> Configuration --> Payment Methods` and clicking
:guilabel:`New`.
#. Set the journal type as :guilabel:`Bank`.
#. Select :guilabel:`Viva Wallet` in the :guilabel:`Use a Payment Terminal` field.
#. Fill in the mandatory fields with your:
- :ref:`Merchant ID and API key <viva_wallet/ID-key>`
- :ref:`Client ID and Client secret <viva_wallet/pos-api>`
- :ref:`Terminal ID <viva_wallet/identifier>`
#. Save the form and copy the generated webhook URL from the :guilabel:`Viva Wallet Webhook
Endpoint` field. This URL is necessary :ref:`when configuring the webhook <viva_wallet/webhook>`.
.. image:: viva_wallet/create-method-viva-wallet.png
:alt: payment method creation form
:scale: 75%
.. _viva_wallet/webhook:
Configure the webhook
---------------------
Webhooks allow you to receive real-time notifications whenever a transaction occurs within your Viva
Wallet account. Set them up for `payment transactions following the Viva documentation
<https://developer.vivawallet.com/webhooks-for-payments/transaction-payment-created/>`_.
.. seealso::
`Setting up webhooks <https://developer.viva.com/webhooks-for-payments/#setting-up-webhooks>`_
Link the payment method to a POS
--------------------------------
You can select the payment method in your POS settings once the payment method is created. To do so,
go to the :ref:`POS' settings <configuration/settings>` and add the payment method under the
:guilabel:`Payment methods` field of the :guilabel:`Payment` section.
Pay with a payment terminal
===========================
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`.
.. note::
- | In case of connection issues between Odoo and the payment terminal, force the payment by
clicking on :guilabel:`Force Done`, which allows you to validate the order.
| This option is only available after receiving an error message informing you that the
connection failed.
- To cancel the payment request, click :guilabel:`cancel`.

Binary file not shown.

After

Width:  |  Height:  |  Size: 12 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 18 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 18 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 14 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 37 KiB