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[IMP] pos/mercado: update Mercado Pago 19.0
task-3950528 closes odoo/documentation#16003 Signed-off-by: Emmanuel Minga (EMMI) <emmi@odoo.com>
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Mercado Pago
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============
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Connecting a payment terminal allows you to offer a fluid payment flow to your customers and ease
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the work of your cashiers.
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Mercado Pago offers payment solutions through :doc:`payment terminals <../terminals>` to handle
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customer transactions.
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.. important::
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Only **Point Smart** payment terminals in Argentina, Brazil, Chile, Colombia, Mexico, Peru, and
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Uruguay are supported. They can be purchased on `Mercado Pago's website
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<https://www.mercadopago.com.mx/herramientas-para-vender/lectores-point>`_.
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- Odoo is compatible with Point Smart 1 or Point Smart 2 payment terminals, which can be
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purchased on the Mercado Pago website in `Argentina
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<https://www.mercadopago.com.ar/herramientas-para-vender/lectores-point>`_, `Brazil
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<https://www.mercadopago.com.br/ferramentas-para-vender/maquininhas-point>`_, and `Mexico
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<https://www.mercadopago.com.mx/herramientas-para-vender/lectores-point>`_.
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- Mercado Pago payment terminals do not require an :doc:`IoT Box </applications/general/iot>` to
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operate.
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.. seealso::
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`Mercado Pago online payments
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<https://www.mercadopago.com.mx/herramientas-para-vender/check-out#benefits-checkout>`_
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- :doc:`Mercado Pago online payments </applications/finance/payment_providers/mercado_pago>`
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- `Mercado Pago tutorial video (Spanish only) <https://www.youtube.com/watch?v=dpbexfTc4VQ>`_
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.. _pos-mercado-pago-configuration:
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.. _pos/mercado-pago/configuration:
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Configuration
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=============
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Mercado Pago configuration
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==========================
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#. Create a `Mercado Pago account <https://www.mercadopago.com.mx/>`_.
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#. Associate your Point Smart terminal with a :guilabel:`store` and a :guilabel:`cash drawer` by
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following `Mercado Pago's documentation <https://vendedores.mercadolibre.com.ar/nota/locales-una-herramienta-para-mejorar-la-gestion-de-tus-puntos-de-venta/>`_.
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The Mercado Pago configuration requires creating an account, if needed, and :ref:`connecting it
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to your payment terminal and store <pos/mercado-pago/terminal>`. Then, create a :ref:`Point Smart
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application <pos/mercado-pago/point-smart>` for technical setup and acquiring :ref:`credentials
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<pos/mercado-pago/credentials>` to complete the integration.
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.. note::
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All purchased terminals are automatically displayed on your Mercado dashboard.
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.. _pos/mercado-pago/terminal:
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#. Set your Point Smart terminal to the :guilabel:`Point of Sale` operation mode.
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Terminal and store connection
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-----------------------------
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.. warning::
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Odoo does not support the :guilabel:`Standalone` operation mode.
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#. Create a Mercado Pago account if needed:
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#. :ref:`Create a Point Smart application <pos-mercado-pago-application>`.
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#. :ref:`Generate your credentials <pos-mercado-pago-credentials>`.
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#. :ref:`Create and configure the related payment method <pos-mercado-pago-method>`.
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- `Mercado Pago for Mexico <https://www.mercadopago.com.mx/>`_
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- `Mercado Pago for Argentina <https://www.mercadopago.com.ar/>`_
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- `Mercado Pago for Brazil <https://www.mercadopago.com.br/>`_
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#. Turn on the Point Smart terminal. Follow the on-screen instructions until prompted to link the
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terminal with your Mercado Pago account.
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#. Click :guilabel:`Soy responsable del negocio` to get a pairing QR code.
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#. Connect to your Mercado Pago account with a mobile device.
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#. Scan the QR code with the mobile device and complete the connection in your Mercado Pago account.
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#. Ensure the terminal is correctly linked to your store:
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.. _pos-mercado-pago-application:
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#. Type your Mercado Pago account email address or phone number, then click
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:guilabel:`Continuar`.
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#. In the popover, click :guilabel:`Continuar`.
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#. On the :guilabel:`Configura el lector para tu cuenta [account name]` screen, click
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:guilabel:`Empezar configuración`.
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#. Click :guilabel:`Crear nueva sucursal` to add a new point of sale.
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#. Type the point of sale's name and address. Add more information if needed, then click
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:guilabel:`Crear sucursal`.
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#. Type your register's name and click :guilabel:`Confirmar sucursal y caja`.
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#. Click :guilabel:`Crear clave` to create a security key and protect the point of sale.
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.. _pos/mercado-pago/point-smart:
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Point Smart application
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-----------------------
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Create a new application from Mercado Pago's `developer panel
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<https://www.mercadopago.com/developers>`_ by following `Mercado Pago's applications documentation
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<https://www.mercadopago.com.mx/ayuda/20152>`_, making sure you select :guilabel:`In
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person Payments`.
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#. Log in to the `Mercado Pago Developer <https://www.mercadopago.com/developers>`_ portal.
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#. Click :guilabel:`Tus integraciones`, then click `Crear aplicación
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<https://www.mercadopago.com.mx/ayuda/20152>`_.
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#. In the :guilabel:`Configuraciones básicas` section, type the application name, select
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:guilabel:`Pagos presencial` and :guilabel:`PointdeMercadoPago`, then click :guilabel:`Crear
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aplicación` to receive the application number.
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.. _pos-mercado-pago-credentials:
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.. _pos/mercado-pago/credentials:
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Credentials
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-----------
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Credentials generation
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----------------------
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Once the Point Smart application is created, three credentials are required:
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There are three credentials to generate and collect from the `Mercado Pago Developer dashboard
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<https://www.mercadopago.com/developers>`_: a **webhook secret key**, an **access token**, and the
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**terminal serial number**.
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- An access token that Odoo uses to call Mercado Pago.
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- A webhook secret key that Odoo uses to authenticate notifications sent by Mercado Pago.
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- The **terminal serial number** at the back of your Point Smart terminal.
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#. Generate the webhook secret key:
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Retrieve the access token and webhook secret key by following `Mercado Pago's credentials
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documentation <https://www.mercadopago.com.mx/developers/en/docs/your-integrations/credentials>`_.
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Then, copy and paste them into Odoo when creating the payment method.
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#. Click :guilabel:`Webhooks` under the :guilabel:`Notificaciones` section, then
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:guilabel:`Modo productivo`.
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#. Paste your Odoo database's URL followed by `/pos_mercado_pago/notification`. For example:
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`https://mycompany.odoo.com/pos_mercado_pago/notification`.
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#. Copy the generated webhook secret key and save it for the
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:ref:`pos/mercado-pago/payment-method` step.
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#. Generate the access token:
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.. important::
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For the webhooks configuration, add the URL of your Odoo database (e.g.,
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`https://mycompany.odoo.com`) followed by `/pos_mercado_pago/notification` (e.g.,
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`https://mycompany.odoo.com/pos_mercado_pago/notification`).
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#. Click :guilabel:`Credenciales de producción` under the :guilabel:`Producción` section,
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then :guilabel:`Activar credenciales de producción`.
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#. Copy the generated access token and save it for the :ref:`pos/mercado-pago/payment-method`
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step.
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#. Locate the terminal serial number on the back of the terminal and write it down for the
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:ref:`pos/mercado-pago/payment-method` step.
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.. image:: mercado_pago/webhooks.png
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:alt: Webhooks configuration on Mercado Pago.
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Once the Mercado Pago configuration is complete, log in to your Odoo database to create a
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:ref:`payment method <pos/mercado-pago/payment-method>` using the collected credentials.
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.. _pos-mercado-pago-method:
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.. warning::
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Odoo does not support the :guilabel:`Standalone` operation mode.
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Payment method
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--------------
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.. note::
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All terminals purchased with your Mercado Pago account are automatically displayed on the
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Mercado Pago dashboard.
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#. Go to :menuselection:`Point of Sale --> Configuration --> Settings` and enable :guilabel:`Mercado
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Pago` under the :guilabel:`Payment Terminals` section.
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#. :doc:`Create the related payment method <../../payment_methods>` by going to
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:menuselection:`Point of Sale --> Configuration --> Payment Methods`.
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#. Set the journal type as :guilabel:`Bank`
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#. Select :guilabel:`Mercado Pago` in the :guilabel:`Use a Payment Terminal` field.
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#. Fill in the mandatory fields with the :ref:`previously generated credentials
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<pos-mercado-pago-credentials>`:
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.. _pos/mercado-pago/payment-method:
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- Fill in the :guilabel:`Production user token` field using the access token.
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- Fill in the :guilabel:`Production secret key` field using the webhook secret key.
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- Fill in the :guilabel:`Terminal S/N` field using the terminal serial number. You can find it at
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the back of your terminal.
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- Click the :guilabel:`Force PDV` button to activate the Point of Sale mode.
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Odoo POS configuration
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======================
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.. image:: mercado_pago/payment-method.png
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:alt: Form to create a new payment method.
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#. Go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the
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:guilabel:`Payment Terminals` section, enable :guilabel:`Mercado Pago`, and click
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:guilabel:`Save`.
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#. Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and :doc:`create the
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related payment method <../../payment_methods>`.
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#. Fill in the mandatory fields using the :ref:`previously generated credentials
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<pos/mercado-pago/configuration>`:
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Select the payment method by going to the :ref:`POS' settings <configuration/settings>` and adding
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it to the payment method under the :guilabel:`Payment Methods` field of the :guilabel:`Payment`
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section.
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- Paste the access token in the :guilabel:`Production user token` field.
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- Paste the webhook secret key in the :guilabel:`Production secret key` field.
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- Type the terminal serial number in the :guilabel:`Terminal S/N` field.
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#. Save the payment method.
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.. important::
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Any action made on the terminal should trigger a notification on the POS interface. Ensure the
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:ref:`webhook secret key <pos-mercado-pago-credentials>` is correctly configured if you are not
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notified.
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.. note::
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Actions on the terminal should trigger a notification on the Odoo POS interface. If not, ensure
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the webhook secret key is correct.
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