diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst index ee8c972769..0ce6989a81 100644 --- a/content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst @@ -2,100 +2,126 @@ Mercado Pago ============ -Connecting a payment terminal allows you to offer a fluid payment flow to your customers and ease -the work of your cashiers. +Mercado Pago offers payment solutions through :doc:`payment terminals <../terminals>` to handle +customer transactions. .. important:: - Only **Point Smart** payment terminals in Argentina, Brazil, Chile, Colombia, Mexico, Peru, and - Uruguay are supported. They can be purchased on `Mercado Pago's website - `_. + - Odoo is compatible with Point Smart 1 or Point Smart 2 payment terminals, which can be + purchased on the Mercado Pago website in `Argentina + `_, `Brazil + `_, and `Mexico + `_. + - Mercado Pago payment terminals do not require an :doc:`IoT Box ` to + operate. .. seealso:: - `Mercado Pago online payments - `_ + - :doc:`Mercado Pago online payments ` + - `Mercado Pago tutorial video (Spanish only) `_ -.. _pos-mercado-pago-configuration: +.. _pos/mercado-pago/configuration: -Configuration -============= +Mercado Pago configuration +========================== -#. Create a `Mercado Pago account `_. -#. Associate your Point Smart terminal with a :guilabel:`store` and a :guilabel:`cash drawer` by - following `Mercado Pago's documentation `_. +The Mercado Pago configuration requires creating an account, if needed, and :ref:`connecting it +to your payment terminal and store `. Then, create a :ref:`Point Smart +application ` for technical setup and acquiring :ref:`credentials +` to complete the integration. - .. note:: - All purchased terminals are automatically displayed on your Mercado dashboard. +.. _pos/mercado-pago/terminal: -#. Set your Point Smart terminal to the :guilabel:`Point of Sale` operation mode. +Terminal and store connection +----------------------------- - .. warning:: - Odoo does not support the :guilabel:`Standalone` operation mode. +#. Create a Mercado Pago account if needed: -#. :ref:`Create a Point Smart application `. -#. :ref:`Generate your credentials `. -#. :ref:`Create and configure the related payment method `. + - `Mercado Pago for Mexico `_ + - `Mercado Pago for Argentina `_ + - `Mercado Pago for Brazil `_ +#. Turn on the Point Smart terminal. Follow the on-screen instructions until prompted to link the + terminal with your Mercado Pago account. +#. Click :guilabel:`Soy responsable del negocio` to get a pairing QR code. +#. Connect to your Mercado Pago account with a mobile device. +#. Scan the QR code with the mobile device and complete the connection in your Mercado Pago account. +#. Ensure the terminal is correctly linked to your store: -.. _pos-mercado-pago-application: + #. Type your Mercado Pago account email address or phone number, then click + :guilabel:`Continuar`. + #. In the popover, click :guilabel:`Continuar`. + #. On the :guilabel:`Configura el lector para tu cuenta [account name]` screen, click + :guilabel:`Empezar configuración`. + #. Click :guilabel:`Crear nueva sucursal` to add a new point of sale. + #. Type the point of sale's name and address. Add more information if needed, then click + :guilabel:`Crear sucursal`. + #. Type your register's name and click :guilabel:`Confirmar sucursal y caja`. + #. Click :guilabel:`Crear clave` to create a security key and protect the point of sale. + +.. _pos/mercado-pago/point-smart: Point Smart application ----------------------- -Create a new application from Mercado Pago's `developer panel -`_ by following `Mercado Pago's applications documentation -`_, making sure you select :guilabel:`In -person Payments`. +#. Log in to the `Mercado Pago Developer `_ portal. +#. Click :guilabel:`Tus integraciones`, then click `Crear aplicación + `_. +#. In the :guilabel:`Configuraciones básicas` section, type the application name, select + :guilabel:`Pagos presencial` and :guilabel:`PointdeMercadoPago`, then click :guilabel:`Crear + aplicación` to receive the application number. -.. _pos-mercado-pago-credentials: +.. _pos/mercado-pago/credentials: -Credentials ------------ +Credentials generation +---------------------- -Once the Point Smart application is created, three credentials are required: +There are three credentials to generate and collect from the `Mercado Pago Developer dashboard +`_: a **webhook secret key**, an **access token**, and the +**terminal serial number**. -- An access token that Odoo uses to call Mercado Pago. -- A webhook secret key that Odoo uses to authenticate notifications sent by Mercado Pago. -- The **terminal serial number** at the back of your Point Smart terminal. +#. Generate the webhook secret key: -Retrieve the access token and webhook secret key by following `Mercado Pago's credentials -documentation `_. -Then, copy and paste them into Odoo when creating the payment method. + #. Click :guilabel:`Webhooks` under the :guilabel:`Notificaciones` section, then + :guilabel:`Modo productivo`. + #. Paste your Odoo database's URL followed by `/pos_mercado_pago/notification`. For example: + `https://mycompany.odoo.com/pos_mercado_pago/notification`. + #. Copy the generated webhook secret key and save it for the + :ref:`pos/mercado-pago/payment-method` step. +#. Generate the access token: -.. important:: - For the webhooks configuration, add the URL of your Odoo database (e.g., - `https://mycompany.odoo.com`) followed by `/pos_mercado_pago/notification` (e.g., - `https://mycompany.odoo.com/pos_mercado_pago/notification`). + #. Click :guilabel:`Credenciales de producción` under the :guilabel:`Producción` section, + then :guilabel:`Activar credenciales de producción`. + #. Copy the generated access token and save it for the :ref:`pos/mercado-pago/payment-method` + step. +#. Locate the terminal serial number on the back of the terminal and write it down for the + :ref:`pos/mercado-pago/payment-method` step. - .. image:: mercado_pago/webhooks.png - :alt: Webhooks configuration on Mercado Pago. +Once the Mercado Pago configuration is complete, log in to your Odoo database to create a +:ref:`payment method ` using the collected credentials. -.. _pos-mercado-pago-method: +.. warning:: + Odoo does not support the :guilabel:`Standalone` operation mode. -Payment method --------------- +.. note:: + All terminals purchased with your Mercado Pago account are automatically displayed on the + Mercado Pago dashboard. -#. Go to :menuselection:`Point of Sale --> Configuration --> Settings` and enable :guilabel:`Mercado - Pago` under the :guilabel:`Payment Terminals` section. -#. :doc:`Create the related payment method <../../payment_methods>` by going to - :menuselection:`Point of Sale --> Configuration --> Payment Methods`. -#. Set the journal type as :guilabel:`Bank` -#. Select :guilabel:`Mercado Pago` in the :guilabel:`Use a Payment Terminal` field. -#. Fill in the mandatory fields with the :ref:`previously generated credentials - `: +.. _pos/mercado-pago/payment-method: - - Fill in the :guilabel:`Production user token` field using the access token. - - Fill in the :guilabel:`Production secret key` field using the webhook secret key. - - Fill in the :guilabel:`Terminal S/N` field using the terminal serial number. You can find it at - the back of your terminal. - - Click the :guilabel:`Force PDV` button to activate the Point of Sale mode. +Odoo POS configuration +====================== -.. image:: mercado_pago/payment-method.png - :alt: Form to create a new payment method. +#. Go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the + :guilabel:`Payment Terminals` section, enable :guilabel:`Mercado Pago`, and click + :guilabel:`Save`. +#. Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and :doc:`create the + related payment method <../../payment_methods>`. +#. Fill in the mandatory fields using the :ref:`previously generated credentials + `: -Select the payment method by going to the :ref:`POS' settings ` and adding -it to the payment method under the :guilabel:`Payment Methods` field of the :guilabel:`Payment` -section. + - Paste the access token in the :guilabel:`Production user token` field. + - Paste the webhook secret key in the :guilabel:`Production secret key` field. + - Type the terminal serial number in the :guilabel:`Terminal S/N` field. +#. Save the payment method. -.. important:: - Any action made on the terminal should trigger a notification on the POS interface. Ensure the - :ref:`webhook secret key ` is correctly configured if you are not - notified. +.. note:: + Actions on the terminal should trigger a notification on the Odoo POS interface. 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