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[IMP] pos/viva: Update Viva.com doc
task-4745855
closes odoo/documentation#14088
X-original-commit: dba9a05e4a
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Emmanuel Minga (EMMI) <emmi@odoo.com>
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Viva.com
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========
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Connecting a **Viva.com** :doc:`payment terminal <../terminals>` allows you to offer a fluid
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payment flow to your customers and ease the work of your cashiers.
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**Viva.com** is a payment service that offers payment solutions through the **viva.com Terminal**
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app for :doc:`physical <../terminals>` and virtual terminals.
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.. note::
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Viva.com lets you turn your phone into a mobile card reader: `Tap On Phone
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<https://www.viva.com/en-gb/blog/tap-on-phone-turn-your-phone-into-a-mobile-card-reader>`_.
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- Viva.com payment terminals do not require an :doc:`IoT Box </applications/general/iot>` to
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operate.
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- `Many European countries <https://developer.viva.com/about-viva/>`_ support the use of Viva.com
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payment terminals.
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- The viva.com Terminal app turns a smartphone with an NFC chip into a `payment terminal
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<https://www.viva.com/en-gb/blog/tap-on-phone-turn-your-phone-into-a-mobile-card-reader>`_.
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Configuration
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=============
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Start by creating your Viva.com account on `Viva.com website <https://www.viva.com>`_.
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Locate your Viva.com credentials
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--------------------------------
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When configuring Viva.com in Point of Sale, you need to use specific credentials that are available
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in your Viva.com account. These credentials include your :ref:`Merchant ID <pos/viva_com/id-key>`,
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:ref:`API key <pos/viva_com/id-key>`, :ref:`POS API credentials <pos/viva_com/pos-api>`, and
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:ref:`Terminal ID <pos/viva_com/identifier>` number.
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.. _pos/viva_com/id-key:
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Merchant ID and API key
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~~~~~~~~~~~~~~~~~~~~~~~
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Locate your `Merchant ID and API key following the Viva documentation
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<https://developer.viva.com/getting-started/find-your-account-credentials/merchant-id-and-api-key/>`_.
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Then, save the keys and paste them into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key`
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fields :ref:`when creating the payment method <pos/viva_com/method-creation>`.
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.. image:: viva_com/access-cred.png
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:alt: merchant ID and API key fields
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.. note::
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These credentials are used for APIs that authenticate with Basic Auth.
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.. _pos/viva_com/pos-api:
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POS API credentials
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~~~~~~~~~~~~~~~~~~~
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Locate and generate your `POS API credentials following the Viva documentation
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<https://developer.viva.com/getting-started/find-your-account-credentials/pos-apis-credentials/>`_.
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Then, save the keys and paste them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID`
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fields :ref:`when creating the payment method <pos/viva_com/method-creation>`.
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.. warning::
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These credentials are only displayed once. Ensure you keep a copy to secure them.
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.. image:: viva_com/api-cred.png
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:alt: Client secret and client ID fields
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.. note::
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These credentials are used for Android and iOS POS Activation requests, as well as the Cloud
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Terminal API.
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.. _pos/viva_com/identifier:
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Terminal ID
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~~~~~~~~~~~
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Your terminal ID number is used to identify your terminal. To find it:
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#. Go to your Viva.com account and select the relevant account.
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#. Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the navigation menu.
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The terminal ID number is located under the :guilabel:`Terminal ID (TID)` column. Save it to paste
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it into the :guilabel:`Terminal ID` field :ref:`when creating the payment method
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<pos/viva_com/method-creation>`.
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.. image:: viva_com/terminal-id.png
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:alt: Viva terminal ID
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.. _pos/viva_com/method-creation:
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Configure the payment method
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----------------------------
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#. :doc:`Activate the POS Viva.com module <../../../../general/apps_modules>` to enable the
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payment terminal.
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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` and clicking
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:guilabel:`New`.
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#. Set the journal type as :guilabel:`Bank`.
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#. Select :guilabel:`Terminal` in the :guilabel:`Integration` field.
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#. Select :guilabel:`Viva.com` in the :guilabel:`Integrate with` field.
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#. Fill in the mandatory fields with your:
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- :ref:`Merchant ID and API key <pos/viva_com/ID-key>`
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- :ref:`Client ID and Client secret <pos/viva_com/pos-api>`
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- :ref:`Terminal ID <pos/viva_com/identifier>`
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#. Save the form and copy the generated webhook URL from the :guilabel:`Viva.com Webhook
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Endpoint` field. This URL is necessary :ref:`when configuring the webhook <pos/viva_com/webhook>`.
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.. image:: viva_com/create-method-viva-com.png
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:alt: payment method creation form
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.. _pos/viva_com/webhook:
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Configure the webhook
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---------------------
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Webhooks allow you to receive real-time notifications whenever a transaction occurs within your
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Viva.com account. Set them up for `payment transactions following the Viva.com documentation
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<https://developer.viva.com/webhooks-for-payments/transaction-payment-created/>`_.
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.. important::
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Odoo only supports the Euro currency with viva.com.
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.. seealso::
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`Setting up webhooks <https://developer.viva.com/webhooks-for-payments/#setting-up-webhooks>`_
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- `List of supported terminals <https://www.vivawallet.com/shop/terminals/terminals-4>`_
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- `List of supported payment methods <https://developer.viva.com/payment-methods/>`_
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Link the payment method to a POS
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--------------------------------
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.. _viva/configuration:
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Select the payment method in your POS settings once the payment method is created. To do so,
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go to the :ref:`POS' settings <configuration/settings>` and add the payment method under the
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:guilabel:`Payment methods` field of the :guilabel:`Payment` section.
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Viva.com configuration
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======================
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To configure a viva.com terminal, go to the `Viva.com website <https://www.viva.com>`_, create an
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account, and then follow these steps:
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#. On the viva.com dashboard, go to :menuselection:`Settings --> API Access --> General`.
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#. Copy the `Merchant ID and API key
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<https://developer.viva.com/getting-started/find-your-account-credentials/merchant-id-and-api-key/>`_.
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#. Copy the `Client ID and the generated Client secret (POS API credentials)
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<https://developer.viva.com/getting-started/find-your-account-credentials/pos-apis-credentials/>`_.
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#. Download the viva.com Terminal app on a device, then generate and copy the `activation code
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<https://euhelp.viva.com/en/articles/5316775-how-do-i-activate-the-viva-com-terminal>`_.
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#. On the viva.com dashboard, go to :menuselection:`Sales --> Sales Transactions --> Physical
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Payments --> Card Terminals`.
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#. Create a new `card terminal and paste the activation code
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<https://euhelp.viva.com/en/articles/5316775-how-do-i-activate-the-viva-com-terminal>`_.
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#. Copy the :guilabel:`Terminal ID` generated by the terminal activation.
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.. warning::
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The POS API credentials are only displayed once. Make sure to keep a copy to secure them.
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.. note::
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- The POS API credentials are for APIs that use Basic Authentication, including those for Android
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and iOS POS activation and the `Cloud Terminal API
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<https://developer.viva.com/apis-for-point-of-sale/card-terminals-devices/rest-api/>`_.
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Odoo POS configuration
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======================
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To connect the viva.com terminal with Odoo Point of Sale, follow these steps:
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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 the :guilabel:`Viva Wallet` terminal, and click
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:guilabel:`Save`.
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#. Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and :doc:`create a
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payment method <../../payment_methods>`.
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#. Set the :guilabel:`Journal` field to :guilabel:`Bank`.
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#. Set the :guilabel:`Integration` field to :guilabel:`Terminal`.
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#. Set the :guilabel:`Integrate with` field to :guilabel:`Viva Wallet`.
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#. Paste the copied information from :ref:`viva.com <viva/configuration>` into the corresponding
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fields:
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- :guilabel:`Merchant ID`
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- :guilabel:`API Key`
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- :guilabel:`Client ID`
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- :guilabel:`Client secret`
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- :guilabel:`Terminal ID`
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#. Save the form and copy the generated webhook URL from the :guilabel:`Viva Wallet Webhook
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Endpoint` field.
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#. Go to the :ref:`viva.com <viva/configuration>` account and paste the webhook URL into the
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`corresponding field
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<https://developer.viva.com/webhooks-for-payments/transaction-payment-created/>`_.
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#. In Odoo, access the :ref:`relevant point of sale settings <configuration/settings>`, scroll down
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to the :guilabel:`Payment` section, and add the created payment method in the :guilabel:`Payment
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Methods` field.
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#. Click :guilabel:`Save`.
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