[IMP] point_of_sale: Update mercury.rst

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Yannick Tivisse 2018-07-20 17:02:29 +02:00
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=============================================================
How to accept credit card payments in Odoo POS using Mercury?
=============================================================
========================================
Accept credit card payment using Mercury
========================================
Overview
========
A **MercuryPay** account (see `MercuryPay website <https://www.mercurypay.com>`__.)
is required to accept credit
card payments in Odoo 9 POS with an integrated card reader. MercuryPay
A MercuryPay account (see `*MercuryPay
website* <https://www.mercurypay.com/>`__) is required to accept credit
card payments in Odoo 11 PoS with an integrated card reader. MercuryPay
only operates with US and Canadian banks making this procedure only
suitable for North American businesses. An alternative to an integrated
card reader is to work with a standalone card reader, copy the
transaction total from the Odoo POS screen into the card reader, and
record the transaction in Odoo POS.
suitable for North American businesses.
Module installation
===================
An alternative to an integrated card reader is to work with a standalone
card reader, copy the transaction total from the Odoo POS screen into
the card reader, and record the transaction in Odoo POS.
Go to **Apps** and install the **Mercury Payment Services** application.
Install Mercury
===============
To install Mercury go to :menuselection:`Apps` and search for the
*Mercury* module.
.. image:: media/mercury01.png
:align: center
Mercury Configuration
=====================
Configuration
=============
In the **Point of Sale** application, click on
:menuselection:`Configuration --> Mercury Configurations`
and then on **Create**.
To configure mercury, you need to activate the developer mode. To do so
go to :menuselection:`Apps --> Settings` and select *Activate the
developer mode.
.. image:: media/mercury02.png
:align: center
Introduce your **credentials** and then save them.
While in developer mode, go to :menuselection:`Point of Sale -->
Configuration --> Mercury Configurations`.
Create a new configuration for credit cards and enter your Mercury
credentials.
.. image:: media/mercury03.png
:align: center
Then go to :menuselection:`Configuration --> Payment methods`
and click on **Create**. Under the **Point of Sale** tab you
can set a **Mercury configuration** to the **Payment method**.
Then go to :menuselection:`Point of Sale --> Configuration --> Payment
Methods` and create a new one.
Under *Point of Sale* when you select *Use in Point of Sale* you can
then select your Mercury credentials that you just created.
.. image:: media/mercury04.png
:align: center
Finally, go to
:menuselection:`Configuration --> Point of Sale` and add
a new payment method on the point of sale by editing it.
.. image:: media/mercury05.png
:align: center
Then select the payment method corresponding to your mercury
configuration.
.. image:: media/mercury06.png
:align: center
Save the modifications.
Register a sale
===============
On the dashboard, you can see your point(s) of sales, click on
**New Session**:
.. image:: media/mercury07.png
:align: center
You will get the main point of sale interface:
.. image:: media/mercury08.png
:align: center
On the right you can see the list of your products with the categories
on the top. If you click on a product, it will be added in the cart. You
can directly set the correct quantity or weight by typing it on the
keyboard.
Payment with credit cards
=========================
Once the order is completed, click on **Payment**. You can choose the credit
card **Payment Method**.
.. image:: media/mercury09.png
:align: center
Type in the **Amount** to be paid with the credit card. Now you can swipe
the card and validate the payment.
.. seealso::
* :doc:`../shop/cash_control`
* :doc:`../shop/invoice`
* :doc:`../shop/refund`
* :doc:`../shop/seasonal_discount`
You now have a new option to pay by credit card when validating a
payment.