Also known as "External integration" or previously "standalone terminal"
This setup is intended for processing card payment outside Erply and then manually input in the POS the ammount that was paid, and a transaction code if applicable. With this setup, the user is responsible for reporting the amount to pay displayed by the POS, on the card processor solution.
Open POS settings and select “Payment Configuration”
Under “Setup Payment Gateways”, select “External Integration” and click on “Update”
The integration is set per register.
Just like for payment provider integrations, card needs to be allowed as a tender for sales and returns as applicable, under “Payment Configuration”, “Allowed tenders”
Tender options are set for the whole company and affect all locations and registers.
Under the POS settings in “configuration”, 2 options are available regarding external integration / standalone card payments:
When requiring the card type with External integration, you need to set in Erply POS the card type options the user will select from.
Under POS settings, in “Configuration”, the “Payment” section has a field to enter external card types. The case will be respected on the payments records and reflected on payments and Z reports.
Card types must be delimited by commas.
When setting up an integration with a card payment solution, you have the option to allow fallback to external payment.
This means that if the integration with the merchant solution were to fail, you will have the option to complete the payment in Erply POS as if it were a standalone payment (meaning you will have to report the card type and authorization code from the merchant solution manually).
Under the POS settings, in “Payment Configuration” then “Setup Payment Gateways”, every integration option has a checkbox to enable fallback to external integration.
When an integrated payment request fails, the POS reports an error:
To finish the sale manually, select “close” to go back to the payment screen.
On the payment screen, click on the name of the integration that just fail, on the tender row that you want to process manually:
This will switch to “External”:
Click on the green checkmark to confirm the payment as usual.
It will now go throw the same workflow as the External Integration / standalone payment, and follow the options set in “Configuration” regarding requesting card type and authorization code: