[IMP] POS: path to configure payment terminals

task-3684488

closes #7608

X-original-commit: d16864d
Signed-off-by: Loredana Perazzo (lrpz) <[email protected]>

Author: LoredanaLrpz

content/applications/sales/point_of_sale/payment_methods/terminals.rst

@@ -7,11 +7,13 @@ Payment terminals
 Connecting and integrating a payment terminal with your POS system allows you to accept multiple
 payment options, including credit and debit cards, making the payment process more efficient.
 
+.. _terminals/configuration:
+
 Configuration
 =============
 
-Go to the :doc:`application settings <../configuration>`, scroll down to the :guilabel:`Payment
-Terminals` section, and tick your terminal's checkbox.
+Go to the :ref:`application settings <configuration/settings>`, scroll down to the
+:guilabel:`Payment Terminals` section, and tick your terminal's checkbox.
 
 .. image:: terminals/settings-pt.png
    :alt: checkbox in the settings to enable a payment terminal

content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst

@@ -19,66 +19,65 @@ your terminal following the steps described on your terminal's screen.
    - `Adyen Docs - Payment terminal quickstart guides
      <https://docs.adyen.com/point-of-sale/user-manuals>`_.
 
-Configure the payment method
-----------------------------
-
-First, go to :menuselection:`Point of Sale --> Configuration --> Settings --> Payment Terminals`,
-and enable :guilabel:`Adyen`.
-Then, go to :menuselection:`Configuration --> Payment Methods` and create a new payment method.
-Select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field.
-
-.. note::
-   The selected journal **must** be a bank journal for the :guilabel:`Use a payment terminal` field
-   to appear.
-
-Finally, fill the mandatory fields with an :guilabel:`Adyen API key`, and an :guilabel:`Adyen
-Terminal Identifier`.
+.. _adyen/api:
 
 Generate an Adyen API key
-~~~~~~~~~~~~~~~~~~~~~~~~~
-
-The **Adyen API key** is a key used to authenticate your requests. To generate an API key, go to
-your **Adyen account**.
+-------------------------
 
-Then, go to :menuselection:`Developers --> API credentials`. Create a new credential or click on an
-existing one.
-
-Click on :guilabel:`Generate an API key` and copy-paste that key onto the Odoo mandatory field.
+The **Adyen API key** is used to authenticate requests from your Adyen terminal. To generate an API
+key, go to your :menuselection:`Adyen account --> Developers --> API credentials`, and **create**
+new credentials or select **existing** ones. Click :guilabel:`Generate an API key` and save the key
+to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the payment method creation
+<adyen/method-creation>`.
 
 .. seealso::
    - `Adyen Docs - API credentials
      <https://docs.adyen.com/development-resources/api-credentials#generate-api-key>`_.
 
+.. _adyen/identifier:
+
 Locate the Adyen terminal identifier
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+------------------------------------
 
-The **Adyen Terminal Identifier** is your terminal's serial number, which is used to identify the
+The **Adyen Terminal Identifier** is the terminal's serial number, which is used to identify the
 hardware.
 
-To find this number, go to your **Adyen account**. Then, go to :menuselection:`Point of Sale
---> Terminals`, select the terminal to link, and copy-paste its serial number onto the Odoo
-mandatory field.
+To find this number, go to your :menuselection:`Adyen account --> Point of Sale --> Terminals`,
+select the terminal to link with, and save its serial number to paste it into the Odoo
+:guilabel:`Adyen Terminal Identifier` field at :ref:`the payment method creation
+<adyen/method-creation>`.
 
 Set the Event URLs
-~~~~~~~~~~~~~~~~~~
+------------------
 
-For Odoo to know when a payment is made, you must set the terminal **Event URLs**. To do so,
+For Odoo to know when a payment is made, you must configure the terminal **Event URLs**. To do so,
 
-#. log in to `Adyen's website <https://www.adyen.com/>`_;
-#. go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and select the connected
+#. Log in to `Adyen's website <https://www.adyen.com/>`_;
+#. Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and select the connected
    terminal;
-#. from the terminal settings, click :guilabel:`Integrations`;
-#. set the :guilabel:`Switch to decrypted mode to edit this setting` field as :guilabel:`Decrypted`;
-#. click the **pencil icon** button and enter your server address, followed by
-   `/pos_adyen/notification` in the :guilabel:`Event URLs` field; and
-#. click :guilabel:`Save` at the bottom of the screen to save the changes.
-
-Add a new payment method
-========================
-
-To add a new **payment method** to a point of sale, go to :menuselection:`Point of Sale -->
-Configuration --> Point of Sale`. Then, select the POS and go to :menuselection:`Payments -->
-Payment Methods`, and add your new method for Adyen.
+#. From the terminal settings, click :guilabel:`Integrations`;
+#. Set the :guilabel:`Switch to decrypted mode to edit this setting` field as :guilabel:`Decrypted`;
+#. Click the **pencil icon** button and enter your server address, followed by
+   `/pos_adyen/notification` in the :guilabel:`Event URLs` field;
+#. Click :guilabel:`Save` at the bottom of the screen to save changes.
+
+.. _adyen/method-creation:
+
+Configure the payment method
+----------------------------
+
+Enable the payment terminal :ref:`in the application settings <configuration/settings>` and
+:doc:`create the related payment method <../../payment_methods>`. Set the journal type as
+:guilabel:`Bank` and select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field.
+
+Finally, fill in the mandatory fields with your :ref:`Adyen API key <adyen/api>`, :ref:`Adyen
+Terminal Identifier <adyen/identifier>`, and :guilabel:`Adyen Merchant Account`.
+
+.. image:: adyen/payment-method.png
+
+Once the payment method is created, you can select it in your POS settings. To do so, go to the
+:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
+under the :guilabel:`Payments` section.
 
 Pay with a payment terminal
 ===========================

content/applications/sales/point_of_sale/payment_methods/terminals/adyen/payment-method.png

@@ -35,19 +35,16 @@ Box* (you can find it on the form view of your IoT Box). Then, enter
 Configure the payment method
 ----------------------------
 
-First, go in the general settings of the POS app, and activate the
-Ingenico setting.
+Enable the payment terminal :ref:`in the application settings <configuration/settings>` and
+:doc:`create the related payment method <../../payment_methods>`. Set the journal type as
+:guilabel:`Bank` and select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field.
+Then, select your terminal device in the :guilabel:`Payment Terminal Device` field.
 
-.. image:: ingenico/payment_terminal_03.png
-   :align: center
-
-Go back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`,
-go in the payments section and access your payment methods. Create a new
-payment method for Ingenico, select the payment terminal option Ingenico, and
-select your payment terminal device.
+.. image:: ingenico/payment-method.png
 
-.. image:: ingenico/payment_terminal_04.png
-   :align: center
+Once the payment method is created, you can select it in your POS settings. To do so, go to the
+:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
+under the :guilabel:`Payments` section.
 
 Pay with a payment terminal
 ===========================

content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst

@@ -52,15 +52,18 @@ homepage under the :guilabel:`Payments` section to confirm the connection.
 Configure the payment method
 ----------------------------
 
-From your database, go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` to
-create a new payment method specifically for Six. Click :guilabel:`New`, enter a :guilabel:`Name`,
-set the :guilabel:`Journal` field as :guilabel:`Bank`, the :guilabel:`Use a Payment Terminal` field
-as :guilabel:`SIX IOT`, and select the corresponding device in the :guilabel:`Payment Terminal
-Device` field.
+Enable the payment terminal :ref:`in the application settings <configuration/settings>` and
+:doc:`create the related payment method <../../payment_methods>`. Set the journal type as
+:guilabel:`Bank` and select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field.
+Then, select your terminal device in the :guilabel:`Payment Terminal Device` field.
 
 .. image:: six/new-payment-method.png
    :alt: Creating a new payment method for the SIX payment terminal
 
+Once the payment method is created, you can select it in your POS settings. To do so, go to the
+:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
+under the :guilabel:`Payments` section.
+
 Pay with a payment terminal
 ===========================
 

content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment-method.png

@@ -62,15 +62,16 @@ the terminal automatically restarts.
 Configure the payment method
 ----------------------------
 
-From the Point of Sale application, go to :menuselection:`Configuration --> Settings --> Payment
-terminals` and activate the *Worldline* payment terminal.
+Enable the payment terminal :ref:`in the application settings <configuration/settings>` and
+:doc:`create the related payment method <../../payment_methods>`. Set the journal type as
+:guilabel:`Bank` and select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` field.
+Then, select your terminal device in the :guilabel:`Payment Terminal Device` field.
 
 .. image:: worldline/worldline-payment-terminals.png
-   :align: center
 
-Then, go to :menuselection:`Configuration --> Payment methods` and create a new payment method for
-*Worldline*. Select the payment terminal *Worldline* and your payment terminal device on your
-*Payment Method form*.
+Once the payment method is created, you can select it in your POS settings. To do so, go to the
+:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
+under the :guilabel:`Payments` section.
 
 .. _worldline/yomani-info: