[IMP] POS: path to configure payment terminals
task-3684488
closes odoo/documentation#7608
X-original-commit: d16864d586
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
@ -7,11 +7,13 @@ Payment terminals
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Connecting and integrating a payment terminal with your POS system allows you to accept multiple
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payment options, including credit and debit cards, making the payment process more efficient.
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.. _terminals/configuration:
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Configuration
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=============
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Go to the :doc:`application settings <../configuration>`, scroll down to the :guilabel:`Payment
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Terminals` section, and tick your terminal's checkbox.
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Go to the :ref:`application settings <configuration/settings>`, scroll down to the
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:guilabel:`Payment Terminals` section, and tick your terminal's checkbox.
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.. image:: terminals/settings-pt.png
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:alt: checkbox in the settings to enable a payment terminal
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@ -19,66 +19,65 @@ your terminal following the steps described on your terminal's screen.
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- `Adyen Docs - Payment terminal quickstart guides
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<https://docs.adyen.com/point-of-sale/user-manuals>`_.
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Configure the payment method
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----------------------------
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First, go to :menuselection:`Point of Sale --> Configuration --> Settings --> Payment Terminals`,
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and enable :guilabel:`Adyen`.
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Then, go to :menuselection:`Configuration --> Payment Methods` and create a new payment method.
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Select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field.
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.. note::
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The selected journal **must** be a bank journal for the :guilabel:`Use a payment terminal` field
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to appear.
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Finally, fill the mandatory fields with an :guilabel:`Adyen API key`, and an :guilabel:`Adyen
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Terminal Identifier`.
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.. _adyen/api:
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Generate an Adyen API key
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~~~~~~~~~~~~~~~~~~~~~~~~~
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-------------------------
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The **Adyen API key** is a key used to authenticate your requests. To generate an API key, go to
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your **Adyen account**.
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Then, go to :menuselection:`Developers --> API credentials`. Create a new credential or click on an
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existing one.
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Click on :guilabel:`Generate an API key` and copy-paste that key onto the Odoo mandatory field.
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The **Adyen API key** is used to authenticate requests from your Adyen terminal. To generate an API
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key, go to your :menuselection:`Adyen account --> Developers --> API credentials`, and **create**
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new credentials or select **existing** ones. Click :guilabel:`Generate an API key` and save the key
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to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the payment method creation
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<adyen/method-creation>`.
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.. seealso::
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- `Adyen Docs - API credentials
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<https://docs.adyen.com/development-resources/api-credentials#generate-api-key>`_.
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Locate the Adyen terminal identifier
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.. _adyen/identifier:
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The **Adyen Terminal Identifier** is your terminal's serial number, which is used to identify the
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Locate the Adyen terminal identifier
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------------------------------------
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The **Adyen Terminal Identifier** is the terminal's serial number, which is used to identify the
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hardware.
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To find this number, go to your **Adyen account**. Then, go to :menuselection:`Point of Sale
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--> Terminals`, select the terminal to link, and copy-paste its serial number onto the Odoo
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mandatory field.
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To find this number, go to your :menuselection:`Adyen account --> Point of Sale --> Terminals`,
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select the terminal to link with, and save its serial number to paste it into the Odoo
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:guilabel:`Adyen Terminal Identifier` field at :ref:`the payment method creation
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<adyen/method-creation>`.
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Set the Event URLs
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~~~~~~~~~~~~~~~~~~
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------------------
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For Odoo to know when a payment is made, you must set the terminal **Event URLs**. To do so,
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For Odoo to know when a payment is made, you must configure the terminal **Event URLs**. To do so,
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#. log in to `Adyen's website <https://www.adyen.com/>`_;
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#. go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and select the connected
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#. Log in to `Adyen's website <https://www.adyen.com/>`_;
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#. Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and select the connected
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terminal;
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#. from the terminal settings, click :guilabel:`Integrations`;
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#. set the :guilabel:`Switch to decrypted mode to edit this setting` field as :guilabel:`Decrypted`;
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#. click the **pencil icon** button and enter your server address, followed by
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`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and
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#. click :guilabel:`Save` at the bottom of the screen to save the changes.
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#. From the terminal settings, click :guilabel:`Integrations`;
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#. Set the :guilabel:`Switch to decrypted mode to edit this setting` field as :guilabel:`Decrypted`;
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#. Click the **pencil icon** button and enter your server address, followed by
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`/pos_adyen/notification` in the :guilabel:`Event URLs` field;
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#. Click :guilabel:`Save` at the bottom of the screen to save changes.
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Add a new payment method
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========================
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.. _adyen/method-creation:
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To add a new **payment method** to a point of sale, go to :menuselection:`Point of Sale -->
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Configuration --> Point of Sale`. Then, select the POS and go to :menuselection:`Payments -->
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Payment Methods`, and add your new method for Adyen.
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Configure the payment method
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----------------------------
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Enable the payment terminal :ref:`in the application settings <configuration/settings>` and
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:doc:`create the related payment method <../../payment_methods>`. Set the journal type as
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:guilabel:`Bank` and select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field.
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Finally, fill in the mandatory fields with your :ref:`Adyen API key <adyen/api>`, :ref:`Adyen
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Terminal Identifier <adyen/identifier>`, and :guilabel:`Adyen Merchant Account`.
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.. image:: adyen/payment-method.png
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Once the payment method is created, you can select it in your POS settings. To do so, go to the
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:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
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under the :guilabel:`Payments` section.
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Pay with a payment terminal
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===========================
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@ -35,19 +35,16 @@ Box* (you can find it on the form view of your IoT Box). Then, enter
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Configure the payment method
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----------------------------
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First, go in the general settings of the POS app, and activate the
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Ingenico setting.
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Enable the payment terminal :ref:`in the application settings <configuration/settings>` and
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:doc:`create the related payment method <../../payment_methods>`. Set the journal type as
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:guilabel:`Bank` and select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field.
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Then, select your terminal device in the :guilabel:`Payment Terminal Device` field.
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.. image:: ingenico/payment_terminal_03.png
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:align: center
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.. image:: ingenico/payment-method.png
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Go back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`,
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go in the payments section and access your payment methods. Create a new
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payment method for Ingenico, select the payment terminal option Ingenico, and
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select your payment terminal device.
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.. image:: ingenico/payment_terminal_04.png
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:align: center
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Once the payment method is created, you can select it in your POS settings. To do so, go to the
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:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
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under the :guilabel:`Payments` section.
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Pay with a payment terminal
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===========================
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@ -52,15 +52,18 @@ homepage under the :guilabel:`Payments` section to confirm the connection.
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Configure the payment method
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----------------------------
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From your database, go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` to
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create a new payment method specifically for Six. Click :guilabel:`New`, enter a :guilabel:`Name`,
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set the :guilabel:`Journal` field as :guilabel:`Bank`, the :guilabel:`Use a Payment Terminal` field
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as :guilabel:`SIX IOT`, and select the corresponding device in the :guilabel:`Payment Terminal
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Device` field.
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Enable the payment terminal :ref:`in the application settings <configuration/settings>` and
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:doc:`create the related payment method <../../payment_methods>`. Set the journal type as
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:guilabel:`Bank` and select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field.
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Then, select your terminal device in the :guilabel:`Payment Terminal Device` field.
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.. image:: six/new-payment-method.png
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:alt: Creating a new payment method for the SIX payment terminal
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Once the payment method is created, you can select it in your POS settings. To do so, go to the
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:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
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under the :guilabel:`Payments` section.
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Pay with a payment terminal
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===========================
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@ -62,15 +62,16 @@ the terminal automatically restarts.
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Configure the payment method
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----------------------------
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From the Point of Sale application, go to :menuselection:`Configuration --> Settings --> Payment
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terminals` and activate the *Worldline* payment terminal.
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Enable the payment terminal :ref:`in the application settings <configuration/settings>` and
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:doc:`create the related payment method <../../payment_methods>`. Set the journal type as
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:guilabel:`Bank` and select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` field.
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Then, select your terminal device in the :guilabel:`Payment Terminal Device` field.
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.. image:: worldline/worldline-payment-terminals.png
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:align: center
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Then, go to :menuselection:`Configuration --> Payment methods` and create a new payment method for
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*Worldline*. Select the payment terminal *Worldline* and your payment terminal device on your
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*Payment Method form*.
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Once the payment method is created, you can select it in your POS settings. To do so, go to the
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:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
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under the :guilabel:`Payments` section.
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.. _worldline/yomani-info:
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