How to Configure Payment Methods & Payment Terminal in Odoo 17 POS

CelineGeorge1 1,009 views 23 slides Sep 23, 2024
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About This Presentation

This slide will show the How to Configure Payment Methods & Payment Terminal in Odoo 17 POS. Payment methods can be used when making a payment if you are purchasing a product.


Slide Content

How to Configure Payment Methods & Payment Terminal in Odoo 17 POS Enterprise

Introduction Enterpr ise This slide will show the How to Configure Payment Methods & Payment Terminal in Odoo 17 POS. Payment methods can be used when making a payment if you are purchasing a product. .

Enterprise Let’s go to the Point of Sale > Configuration > Payment Methods.

Enterprise Let’s create a new payment method.

Enterprise Go to Configuration > Settings > Payment Method . Add the created payment method.

Enterprise Let's Open a new session on the Shop. Add the products, choose the customer and click on the Payment button .

Enterprise There we can see the payment method that we created and we can choose the payment and complete the process.

Enterprise Let’s go to the Configuration > Settings > Payment Terminals . There are different payment terminals and if any of them is selected, the payment will be processed through the respective terminals. Now let us enable the Vantiv payment terminal and save it.

Enterprise

Enterprise Let’s go to the Configuration > Settings > Payment Methods . Add the enabled payment terminal and its credentials on the payment method that we created.

Enterprise

Enterprise Let’s open the session and make an order. Add the products, choose the customer and click on the Payment .

Enterprise Here we can choose the payment terminal as payment method that we added and complete the process.

Enterprise Let’s go to the Configuration > Settings > Payment Terminals . Enable all the payment terminals.

Enterprise G o to the payment method that we created and change the payment terminal as Adyen . Add the API key, Terminal Identifier and enable Adyen test mode.

Enterprise Let’s create a new payment method as online. Add a payment provider.

Enterprise Go to the Configuration > Settings . Add the payment method that we created.

Enterprise Let’s open the session and make an order. Add the products, choose the customer and click on the Payment .

Enterprise Choose the Online payment method and validate the order by clicking on the Validate button.

Enterprise Here shows the QR code so you can scan this to do the payment process. .

Enterprise If we choose the New Cash payment method there shows an option for send the payment request. If you click on Send button the request was sent to the customer and there shows the waiting for card. The payment was completed once the customer has done the payment.

Enterprise This is how you we connect a payment method with a terminal and how to integrate the payment method with a terminal and make the payment process.

For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com