diff --git a/iot.rst b/iot.rst index 7d10e15f1..c625715fb 100644 --- a/iot.rst +++ b/iot.rst @@ -9,3 +9,4 @@ Internet of Things (IoT) iot/config iot/devices + point_of_sale/payment diff --git a/iot/devices.rst b/iot/devices.rst index 418ed269f..4e4082f7e 100644 --- a/iot/devices.rst +++ b/iot/devices.rst @@ -1,6 +1,6 @@ -============= -Configuration -============= +======= +Devices +======= .. toctree:: :titlesonly: diff --git a/point_of_sale.rst b/point_of_sale.rst index 6a9c8975c..2ec638127 100644 --- a/point_of_sale.rst +++ b/point_of_sale.rst @@ -10,6 +10,7 @@ Point of Sale point_of_sale/overview point_of_sale/shop point_of_sale/restaurant + point_of_sale/payment point_of_sale/advanced point_of_sale/advanced_pricing_features point_of_sale/analyze diff --git a/point_of_sale/payment.rst b/point_of_sale/payment.rst new file mode 100644 index 000000000..14c8d4d09 --- /dev/null +++ b/point_of_sale/payment.rst @@ -0,0 +1,10 @@ +================= +Payment Terminals +================= + +.. toctree:: + :titlesonly: + + payment/ingenico + payment/vantiv + payment/six diff --git a/point_of_sale/payment/ingenico.rst b/point_of_sale/payment/ingenico.rst new file mode 100644 index 000000000..a7d6e318a --- /dev/null +++ b/point_of_sale/payment/ingenico.rst @@ -0,0 +1,89 @@ +================================================ +Connect an Ingenico Payment Terminal to your PoS +================================================ + +Connecting a payment terminal allows you to offer a fluid payment flow +to your customers and ease the work of your cashiers. + +Please note that Ingenico is currently only available for customers in the +Benelux. + +Configuration +============= + +Connect a Payment Terminal +-------------------------- + +Connecting an Ingenico Payment Terminal to Odoo is a feature that +requires an IoT Box. For more information on how to connect an IoT Box +to your database, please refer to `this +documentation `__. + +Once the IoT Box is up and running, you’ll need to link your payment +terminal to your PoS. Open the Point of Sale app and go to *Configuration +> Point of Sale*. Select a PoS, tick the IoT Box Device option and select +your payment terminal. + +.. image:: media/payment_terminal_01.png + :align: center + +Configure the Lane/5000 for Ingenico BENELUX +-------------------------------------------- + +Click on the F button of the terminal, then go in the *PoS Menu* > +settings menu and enter the settings password. + +Now, click on connexion change and TCP/IP. Type the IP of your *IoT +Box* (you can find it on the form view of your IoT Box). Then, enter +9000 as port. The terminal will restart. Once it is done, go on your +*IoT Box* form in Odoo and verify that the terminal has been found. + +.. image:: media/payment_terminal_02.png + :align: center + +Configure the payment method +---------------------------- + +First, go in the general settings of the POS app, and activate the +Ingenico setting. + +.. image:: media/payment_terminal_03.png + :align: center + +Go back in *Point of Sale > Configuration > Point of Sale*, go in the +payments section and access your payment methods. Create a new payment +method for Ingenico, select the payment terminal option Ingenico, and +select your payment terminal device. + +.. image:: media/payment_terminal_04.png + :align: center + +Pay with a payment terminal +=========================== + +In your *PoS interface*, when processing a payment, select a *Payment +Method* using a payment terminal. Check that the amount in the tendered +column is the one that has to be sent to the payment terminal and click +on *Send*. When the payment is successful, the status will change to +*Payment Successful*. + +.. image:: media/payment_terminal_05.png + :align: center + +If you want to cancel the payment request, click on cancel. You can +still retry to send the payment request. + +If there is any issue with the payment terminal, you can still force the +payment using the *Force Done*. This will allow you to validate the +order in Odoo even if the connexion between the terminal and Odoo has +issues. + +.. note:: + This option will only be available if you received an error message + telling you the connexion failed. + +Once your payment is processed, on the payment record, you’ll find the +type of card that has been used and the transaction ID. + +.. image:: media/payment_terminal_06.png + :align: center diff --git a/point_of_sale/payment/media/payment_terminal_01.png b/point_of_sale/payment/media/payment_terminal_01.png new file mode 100644 index 000000000..39d14cb99 Binary files /dev/null and b/point_of_sale/payment/media/payment_terminal_01.png differ diff --git a/point_of_sale/payment/media/payment_terminal_02.png b/point_of_sale/payment/media/payment_terminal_02.png new file mode 100644 index 000000000..3dd2abdea Binary files /dev/null and b/point_of_sale/payment/media/payment_terminal_02.png differ diff --git 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b/point_of_sale/payment/media/vantiv_04.png new file mode 100644 index 000000000..12e8d8c0a Binary files /dev/null and b/point_of_sale/payment/media/vantiv_04.png differ diff --git a/point_of_sale/payment/six.rst b/point_of_sale/payment/six.rst new file mode 100644 index 000000000..493da0f2b --- /dev/null +++ b/point_of_sale/payment/six.rst @@ -0,0 +1,107 @@ +================================= +Connect SIX/Worldline to your PoS +================================= + +Connecting a SIX/Worldline payment terminal allows you to offer a fluid +payment flow to your customers and ease the work of your cashiers. + +.. note:: + Please note SIX/Worldine is currently only available for UE customers. + +Configuration +============= + +Connect a Payment Terminal +-------------------------- + +Connecting a SIX/Worldline Payment Terminal to Odoo is a feature that +requires an IoT Box. For more information on how to connect an IoT Box +to your database, please refer to `this documentation +`__. + +Once the *IoT Box* is up and running, you’ll need to link it to your +PoS. Open the Point of Sale app and go to *Configuration > Point of +Sale*. Select a PoS, tick the IoT Box Device option and select your +payment terminal. + +.. image:: media/six_01.png + :align: center + +Then go to your *IoT Box homepage* (accessible from the IoT Box form +view in Odoo) and enter the ID of your Six payment terminal. + +.. image:: media/six_02.png + :align: center + +You should now see that the terminal is connected to your IoT Box (it +takes +/- 1 min). + +.. image:: media/six_03.png + :align: center + +.. tip:: + The terminal should only be connected to the network with the Ethernet. + Do not connect it to the IoT Box with a USB Cable. + +Configure the Payment Method +---------------------------- + +First, go in the general settings of the POS app, and activate the SIX +setting. + +.. image:: media/six_04.png + :align: center + +Back in *Point of Sale > Configuration > Point of Sale*, go in the +payments section and access your payment methods. Create a new payment +method for SIX, select the payment terminal option SIX, and select your +payment terminal device. + +.. image:: media/six_05.png + :align: center + +Pay with a Payment Terminal +=========================== + +In your PoS interface, at the moment of the payment, select a payment +method using a payment terminal. Verify that the amount in the tendered +column is the one that has to be sent to the payment terminal and click +on *Send*. If you want to cancel the payment request, click on cancel. + +.. image:: media/six_06.png + :align: center + +When the payment is done, the status will change to *Payment +Successful*. You can always reverse the last transaction by clicking on +*Reverse*. + +.. image:: media/six_07.png + :align: center + +If there is any issue with the payment terminal, you can still force the +payment using the *Force Done*. This will allow you to validate the +order in Odoo even if the connexion between the terminal and Odoo +encounters issues. + +Close your Session +================== + +At the end of the day, before closing your session, you need to send the +balance of the payments to SIX. To do that, click on this button. + +.. image:: media/six_08.png + :align: center + +Once the balance has been sent, the SIX shift is closed, meaning you +cannot do additional operations with the SIX payment terminal (except if +you reopen a shift by clicking on the user name and selecting a +cashier). + +.. image:: media/six_09.png + :align: center + +Once your payment is processed, on the payment record, you’ll find the +type of card that has been used and the transaction ID. + +.. image:: media/six_10.png + :align: center \ No newline at end of file diff --git a/point_of_sale/payment/vantiv.rst b/point_of_sale/payment/vantiv.rst new file mode 100644 index 000000000..a04958db8 --- /dev/null +++ b/point_of_sale/payment/vantiv.rst @@ -0,0 +1,46 @@ +============================================= +Connect a Vantiv Payment Terminal to your PoS +============================================= + +Connecting a Vantiv payment terminal allows you to offer a fluid payment +flow to your customers and ease the work of your cashiers. + +.. note:: + Please note MercuryPay only operates with US and Canadian banks, making + this procedure only suitable for North American businesses. + +Configuration +============= + +Configure the Payment Method +---------------------------- + +First, go in the general settings of the POS app, and activate the +Vantiv setting. + +.. image:: media/vantiv_01.png + :align: center + +Back in *Point of Sale > Configuration > Point of Sale*, go in the +payments section and access your payment methods. Create a new payment +method for Vantiv, select the payment terminal option Vantiv, and create +new Vantiv credentials. + +.. image:: media/vantiv_02.png + :align: center + +To create new Vantiv credentials, fill in your merchant ID and password, +then save. Make sure the credentials you just created are selected, then +save the payment method. + +.. image:: media/vantiv_03.png + :align: center + +Pay with a Payment Terminal +=========================== + +In your PoS interface, at the moment of the payment, select your Vantiv +payment method and… that’s all. + +.. image:: media/vantiv_04.png + :align: center \ No newline at end of file