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[IMP] point_of_sale: update SIX terminal setup
The setup for a SIX terminal has been updated to be more streamlined, no longer requiring the user to visit the IoT box homepage. The documentation has been updated to reflect the new setup process. task-4060801 closes #11463 Signed-off-by: Loredana Perazzo (lrpz) <[email protected]>
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content/applications/sales/point_of_sale/payment_methods/terminals/six.rst

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@@ -6,56 +6,59 @@ Connecting a SIX payment terminal allows you to offer a fluid payment flow to yo
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ease the work of your cashiers.
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.. warning::
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Even though Worldline has recently acquired SIX Payment Services and both companies use Yomani
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payment terminals, the firmware they run is different. Terminals received from Worldline are
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therefore not compatible with this integration.
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Although Worldline has acquired SIX Payment Services and both entities utilize Yomani payment
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terminals, their firmware differs. Terminals supplied by Worldline are, therefore, incompatible
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with this integration.
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Configuration
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=============
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Install the POS IoT Six module
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------------------------------
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Prerequisites
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-------------
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To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the :guilabel:`Apps` filter, and
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search for **POS IoT Six**. This module adds the necessary driver and interface to your database to
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detect Six terminals.
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#. Install the POS IoT Six module: :doc:`Activate the POS IoT Six module module
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<../../../../general/apps_modules>` to enable the payment terminal.
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.. note::
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This module replaces the **POS Six** module.
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.. note::
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This module replaces the **POS Six** module.
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#. Connect an IoT system: :doc:`A Raspberry Pi or a virtual IoT system (for Windows OS only)
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</applications/general/iot/connect>` is required to connect a SIX payment terminal to Odoo.
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Connect an IoT system
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---------------------
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.. _six/configure:
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Connecting a Six payment terminal to Odoo is requires :doc:`using an IoT system
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</applications/general/iot>`.
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Configure the payment method
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----------------------------
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Configure the terminal ID
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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 a payment method for SIX terminals <../../payment_methods>`.
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#. Set the journal type as :guilabel:`Bank`.
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#. Fill in the :guilabel:`Outstanding Account` field.
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#. Select :guilabel:`Terminal` in the :guilabel:`Integration` field.
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#. Select :guilabel:`SIX IOT` in the :guilabel:`Integrate with` field.
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#. Click :guilabel:`Setup Six Terminal`.
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Navigate to the IoT system's homepage, where you can find the :guilabel:`Six payment terminal`
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field once your database server is connected to the IoT system. Click :guilabel:`Configure`, fill
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in the :guilabel:`Terminal ID` field with the ID received from Six, and click :guilabel:`Connect`.
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Your Six terminal ID should appear in the :guilabel:`Current Terminal Id` section.
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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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:scale: 45 %
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.. image:: six/terminal-id.png
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:alt: Setting the Six terminal ID
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In the modal window,
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Odoo automatically restarts the IoT system when the Six terminal ID is configured. If your Six
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terminal is online, it will be automatically detected and connected to the database. Check the IoT
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system's homepage under the :guilabel:`Payments` section to confirm the connection.
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#. Click the :guilabel:`IoT Box` field and select the IoT system from the dropdown menu.
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#. Enter the :guilabel:`Six Terminal ID (TID)` provided by SIX.
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#. Select the :guilabel:`Terminal Device` from dropdown menu.
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#. Finally, click :guilabel:`Add Terminal`.
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.. image:: six/id-configured.png
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:alt: Confirming the connection to the Six payment terminal
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.. image:: six/terminal-wizard.png
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:alt: Configuring the Terminal ID for the SIX payment terminal
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.. _six/configure:
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.. note::
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Ensure the SIX terminal is online and connected to the same network as the IoT system.
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Configure the payment method
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----------------------------
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Link the payment method to a POS
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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:`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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Once the payment method is created, it can be selected in the POS settings. To do so,
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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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#. Go to the :ref:`POS' settings <configuration/settings>`.
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#. Add the payment method under the :guilabel:`Payment methods` field within the :guilabel:`Payment`
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section.
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