diff --git a/content/applications/sales/point_of_sale/payment_methods.rst b/content/applications/sales/point_of_sale/payment_methods.rst index 20dc83db57..c5d8bab0af 100644 --- a/content/applications/sales/point_of_sale/payment_methods.rst +++ b/content/applications/sales/point_of_sale/payment_methods.rst @@ -20,7 +20,8 @@ payments, or :guilabel:`Bank` to use it for card payments. `. .. seealso:: - :doc:`payment_methods/terminals`. + - :doc:`payment_methods/terminals`. + - :doc:`payment_methods/cash_machines`. Once the payment method is created, you can select it in your POS settings. To do so, go to the :ref:`POS' settings `, click :guilabel:`Edit`, and add the payment method @@ -31,3 +32,4 @@ under the :guilabel:`Payments` section. payment_methods/qr_code_payment payment_methods/terminals + payment_methods/cash_machines diff --git a/content/applications/sales/point_of_sale/payment_methods/cash_machines.rst b/content/applications/sales/point_of_sale/payment_methods/cash_machines.rst new file mode 100644 index 0000000000..e6fb7ddf5b --- /dev/null +++ b/content/applications/sales/point_of_sale/payment_methods/cash_machines.rst @@ -0,0 +1,42 @@ +:show-content: + +============= +Cash machines +============= + +Connect and integrate a cash machine to a :ref:`POS system ` to allow +automatic cash counting and change return. + +.. _pos/cash_machines/configuration: + +Configuration +============= + +To activate a cash machine and allow processing payments with it, follow these steps: + +#. First, follow the steps to setup your specific cash machine and create its payment method: + + - :doc:`Glory ` +#. Go to :menuselection:`Point of Sale --> Configuration --> Settings` and add the payment method + to the :guilabel:`Payment Methods` list to make it available in the POS interface. + +.. _pos/terminals/cash-machine-use: + +Cash machine use +================ + +To process a :ref:`payment ` with a :ref:`configured cash machine +` for an order, select the machine's :doc:`payment method +<../payment_methods>` on the :guilabel:`Payment` screen, then follow the instructions on the +machine. + +Once the transaction is successful, the payment is automatically validated in Point of Sale. + +.. note:: + - Connection issues between Odoo and the cash machine result in transaction cancellation. + - To cancel the payment request, click :guilabel:`Cancel`. + +.. toctree:: + :titlesonly: + + cash_machines/glory diff --git a/content/applications/sales/point_of_sale/payment_methods/cash_machines/glory.rst b/content/applications/sales/point_of_sale/payment_methods/cash_machines/glory.rst new file mode 100644 index 0000000000..3897882cf6 --- /dev/null +++ b/content/applications/sales/point_of_sale/payment_methods/cash_machines/glory.rst @@ -0,0 +1,79 @@ +===== +Glory +===== + +Connecting a **Glory** :doc:`cash machine <../cash_machines>` allows you to offer +cash payments that are contactless with automatic counting and change return. + +.. note:: + The integration with the Glory cash machine currently only supports basic operations, such + as making payments and checking the current cash counts. + + To perform administrative tasks such as filling and emptying the machine, you will have to + directly use the interface on the cash machine itself. Your Glory integration partner can + show you how to do this. + +.. _pos/glory/configuration: + +Configuration +============= + +Configure the cash machine settings +----------------------------------- + +.. important:: + This section requires knowledge of the Glory hardware - your Glory integration partner should be able to configure these settings for you. + +#. Note down the cash machine's IP address, and ensure it is configured to be static. For this example we will use the IP `192.168.0.25`. + +#. Navigate to the cash machine homepage at `https://192.168.0.25`, and login with your credentials. + +#. Go to :menuselection:`SSL Configuration -> HTTPS Server Setting`. + You must upload a self-signed SSL certificate and key pair that is using the same static IP that + is configured on the cash machine. To generate such a certificate (using `openssl`), you can the following command, making sure to use the correct IP address: + + .. code-block:: bash + + openssl req -x509 -newkey rsa:4096 -keyout key.pem -out cert.pem -sha256 -days 3650 -nodes -subj "/CN=192.168.0.25" -addext "subjectAltName = IP:192.168.0.25" + + Once the files are generated, upload `cert.pem` as the :guilabel:`Certificate` and `key.pem` as the :guilabel:`Private Key`. + +#. Ensure the following settings are correct: + + - :menuselection:`WebApp Configuration -> Interface` must be enabled. + + - If mutliple Odoo POS will connect to the same cash machine, also set the following: + + - :menuselection:`App Configuration -> SOAP IF Setting -> Session mode` must be enabled. + - :menuselection:`App Configuration -> SOAP IF Setting -> Occupy mode` must be enabled. + + - If a dedicated user has been setup on the cash machine for Odoo, also set the following: + + - :menuselection:`App Configuration -> SOAP IF Setting -> User check` must be enabled. + +#. Restart the cash machine to apply the new settings. + +Configure the payment method +---------------------------- + +#. Install the :ref:`POS Glory Cash Machines module `. +#. :doc:`Create a new payment method <../../payment_methods>`: + + - Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`. You can either create a new :guilabel:`Cash` payment method, + or modify an existing one for the desired Point of Sale. + + - Select :guilabel:`Cash Machine (Glory)` in the :guilabel:`Integration` field. + + - Fill in the :guilabel:`Cash Machine IP` with the IP of the cash machine, for example `192.168.0.25`. + + - If your cash machine was configured to use :menuselection:`User check` in the previous section, you must + also fill in the correct :guilabel:`Cash Machine Username` and :guilabel:`Cash Machine Password`. + +Configure certificate settings +------------------------------ + +At this point the cash machine payment method is configured, but for it to work properly the +HTTPS certificate that was generated earlier must be added to the configuration of the machine +that will be using the Point of Sale. You can refer to the **Export** and **Import** sections of the +:ref:`ePOS documentation ` for specific instructions. +