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How to accept payment in POS with PhonePe

Owned by Aparajita Basu Roy
Last updated: Sept 20, 2022
9 min read

Purpose:

The purpose of the this document is to help the person to configure and deploy the POS payment through PhonePe with respect to different types of payment devices - UPI, QR-code and Click and Collect method. The complexities of configuring the various MOPs in different POS, gave birth to POS Plugin Manager, which allows centralized the configuration and synchronization process with respect to MOP (Mode of Payment). The aim is to make life easy for the people responsible to perform the POS billing by PhonePe. Using PhonePe payment device payment can be made in three ways - using the QR code or UPI or Click and Collect.


For the configuration of the app-config file, Users of PhonePe would need the attribute values from PhonePe end:

Important - Note that for the generic Ginesys configuration the 3rd and 4th steps need the following details -

Assembly name: GINESYSPhonepe
Class name: Phonepe
Method name: PhonepeAcceptPayment

POS-Plugin Management

Following are the steps to be followed in sequence to manage the entire process for configuring the POS Plugin:

Step #A: Configuring Plug-in Manager in Ginesys ERP user interface

Step #B: MoP (Mode of Payment) configuration in Ginesys ERP user interface

Step #C: Data Synchronization based on site from ERP to POS

Step #D: Pulling/syncing down the required configuration from ERP via Data Exchange in the POS system

Step #E: Update the latest POS Plugin using the AutoUpdater

Step #F: Logout and login into the POS application

Step #G: Test whether payment is being possible from POS using the configured MOP


All the above mentioned steps are described with the screenshots for easy reference, in this document.

Assumption

  • The plugin will be installed in Ginesys POS Server.

  • Ginesys HO version availability (minimum v12.5.1). Recommendation is to have the latest available version.

  • POS version availability (minimum v2.5.1). Recommendation is to have the latest available version.

  • Any URL that PhonePe provides will be whitelisted.


 Step #A: Configuring Plug-in Manager in Ginesys ERP user interface

  1. Create the app.config file for DQR and Click and Collect from the samples given. 

    1. Important - Checklist

      • Make sure that the URLs are not getting blocked by the firewall.
      • The app.config will be same for every applicable site. Only Terminal id and PhonepeTid will vary.
    Sample PhonePe DQR 
    {
    "SecurityParams": {
        "MerchantId": "KALKIFASHIONMAHARASHTRA",
        "SaltKey": "cde55b48-999d-47e5-b564-68eb12c618fe",
        "SaltIndex": "1",
        "XProviderId": "GINESYSPOS",
        "PaymentProcess": 2
    },
    "APIParams": {
        "DynamicQRCodeGenerationURL":"https://mercury-t2.phonepe.com/v3/qr/init",
        "DynamicQRCodeCheckPaymentStatusURL":"https://mercury-t2.phonepe.com/v3/transaction",
        "ClickAndCollectPaymentRequestURL":"https://mercury-t2.phonepe.com/v3/charge"
    }
}

    Sample PhonePe Click and Collect 
    {
    "SecurityParams": {
        "MerchantId": "KALKIFASHIONMAHARASHTRA",
        "SaltKey": "cde55b48-999d-47e5-b564-68eb12c618fe",
        "SaltIndex": "1",
        "XProviderId": "GINESYSPOS",
        "PaymentProcess": 0
    },
    "APIParams": {
        "DynamicQRCodeGenerationURL":"https://mercury-t2.phonepe.com/v3/qr/init",
        "DynamicQRCodeCheckPaymentStatusURL":"https://mercury-t2.phonepe.com/v3/transaction",
        "ClickAndCollectPaymentRequestURL":"https://mercury-t2.phonepe.com/v3/charge"
    }
}

  2. Under the Setup tab, click on the Plugin Manager under Configure section.



  3. Click on Add to start configuring a new Plugin Manager.





  4. Under the General tab enter the following for the required fields. The name of the Plugin Short Code is a sample name only. In real deployment, Plugin Short Code needs to be provided by Ginesys and the same needs to be set for the Plugin Short Code -

    1. Values for various modes of PhonePe Plugin Short Code - 

      1. PhonePe Plugin Short Code for DQR - PhnpeDQR32 (32 bit), PhnpeDQR64 (64 bit)

      2. PhonePe Plugin Short Code for Click and Collect - PhnpeClt32  (32 bit), PhnpeClt64 (64 bit)

    2. Plugin Type - ProcessPOSPayment
    3. Plugin Assembly Name DQR and Click and Collect - GINESYSPhonepe
    4. Target Config File name - app

      1. Target Config File Name: This is the original configuration file name as required by the plugin dll. This will always be app.config. 

        File name in the field should be given without extension. 

        The file will be same for all sites where this payment mode is applicable, only the terminal ids will vary.


  5. Do the Hook Mapping.

    2.  

      Note: Copy-Paste the following values (to avoid typo) for the respective fields:
      Hook Type : GINESYSPhonepe
      Class Name : Phonepe
      Method Name : PhonepeAcceptPayment 

  6. Move to the Config Files tab to specify the config file name.
    1. Click on the Add Row button to add a new row.  By clicking on the Add Row button, multiple configuration files can be added one after another. However any one can be marked as “Is Default”.

    2. Scroll to the right to find the Browse button for the newly added row.



    3. Enable the Is Default option.



    4. Click on the Browse button.



    5. Select the config file called app.config



    6. Click on the Upload button and then click on the OK button.



  7. Assign the site in the Site Allocation tab. The process is similar to how the site has been moved from the list of Available Site to the list of Assigned Site section by clicking the right arrow.
  8. Click on the save and close button at the top to save the Plugin Manager configuration.
  9. The configured Plugin Manager will now appear in the list of configured plugin managers.

 Step #B: MoP (Mode of Payment) configuration in Ginesys ERP user interface
  1. Select the module called POS Manager.
    1. Select “Setup” tab.
    2. Select “Mode of Payment” option under the “Configuration” section.
  2. To add the new MoP, click on the “Add” button. 
  3. Mode of Payment is the selected tab by default. Specify the name of the MoP and it’s short code (maximum length: 5)
  4. Select mode as Credit Card.
  5. Select “PhonePe” as third party POS Plugin name.
  6. Move to the “Site Allocation” tab.
  7. Select a site from the list of Available Sites. 
  8. Move the highlighted site from left to right by clicking the right (->) arrow.
    1. The selected site would now appear in the Assigned sites list.
    2. Now, scroll to the right, double click under the Ledger and select Credit Card from the list.
  9. Save the MoP.
  10. It will now try to save the configuration and displays the following while operation is in progress.
  11. Once the newly configured MoP is saved it would appear in the list of configured MoPs.

    1. This step (#B) is a one-time activity to be performed in majority of the cases.

    MoP configuration is now completed.

 Step #C: Data Synchronization based on site from ERP to POS
  1. Click on the following shortcut to open the Ginesys Launchpad desktop application.

     

    The following screen will appear:



  2. Select the System Utilities option from the left panel.



  3. Click on the Data Sync option from the right panel and then click on Yes in the User Account Control dialog.



  4. Login to the Data synchronization application.



  5. The Data Exchange Dashboard will appear in the Data Sync window. Click on the SYNC All button.



  6. It will start syncing the configuration immediately.

     

  7. Click on the Close button once you see the following lines:

    • Data Exchange routine completed.

    • Sync process completed, flushing buffer.


      Important Alert

      Make sure to run through this step (#C) every time you make changes in the app.config file.




 Step #D: Pulling/syncing down the required configuration from ERP via Data Exchange in the POS system
    1. Log into the POS system as an admin (right click on the POS icon and select Run as administrator).



    2. The User Account Control dialog will open. Click on Yes.

    3. Ginesys POS login screen will appear. Enter the login credential (username and password) and click on the Login button.



    4. On successful login, the GINESYS POS screen will appear.

    5. From the left panel select Data Exchange in the tree. 




    6. Click on the SYNC button in the lower right corner. The sync process will start immediately.

       
    7. Close the window when you see the following two lines:

      • Data Exchange routine completed.

      • Sync process completed, flushing buffer.

       

    8. Close the Synchronizing Data window. 

       

On successful syncing, the required configuration files would now be in the POS system.

 

 Step #E: Update the latest POS Plugin using the AutoUpdater

1.Login to the POS system using the valid user credential.

2. Open the AutoUpdate application.



3. The Auto Update screen will appear. Move to the Update Plugin tab.



4. Click on the Download button to download the latest updates in the POS system.



5. The latest POS Plugin is now downloaded successfully in the POS system and is visible in the list.

 

6. Click on the Close button to exit from the Auto Update application.


 Step #F: Logout and login into the POS application

Verify the following:

  1. Go to the folder where you have the POS application configuration file called NPOS.exe.config.

  2. Open the file in notepad and check if it has the following section -

    <runtime>
    <loadFromRemoteSources enabled="true"/>
    </runtime>

  3. If it is already there, close the file. If it is not there, copy and paste the above <runtime</runtime> section after the </Startup> tag.

  4. Logout and re-login

The above step is important as the latest downloaded POS Plugin would come into effect only from next POS session.

 Step #G: Test whether payment is being possible from POS using the configured MOP

All the required configuration, data syncing and data exchanges are done by now. So, it’s time to test and verify whether the newly configured MoP called CC MoP is appearing while taking the payment using credit card in the POS counter.

  1. Open the POS application by double clicking on the following POS icon .
  2. Ginesys POS login screen will appear. Enter the login credential (username and password) and click on the Login button.

     

  3. On successful login, the GINESYS POS screen will appear. Click on the Application Control button.



  4. The following options will appear:
    1. Click on the POS button.
    2. The following screen will appear:

      1. Scan or Type the item-id. Enter a valid item barcode in the Scan field and press Enter. The item detail will appear in the right panel.
      2. It’s time to tag the customer now. Click on the Search Customer option under the POS Taskpad section in the left.
      3. The Search Customer dialog will appear. In the above Search Customer dialog do the following:
        1. For customer search enter membership number or mobile number or name.
        2. Click on the Search button.
        3. The searched customer will appear in the panel below. Tag the customer by clicking the Tag button in the button panel at the bottom.
    3. Hit the Payment button.
    4. The Accept Payments window will appear.



    5. Under the Payment Mode, all the different modes of payment will appear.

    6. Scroll down to check if the configured MoP called PhonePe is there in this list.

      Name of MOP

      Although in our example it is PhonePe, the user may use any name in the MOP master.

    7. If it is appearing then the MOP configuration has been done correctly and the syncing has also been done in a proper way.
  5. Make sure that the payment device is connected with the system in the POS counter. Either Wired or Wireless. 
  6. Make the payment through PhonePe MOP.
  7. Press enter to proceed with the payment.
  8. An information box appears with the message - Send payment request for PhonePe.
  9. Click on the Send Payment Request button to proceed further.
  10. A message appears - Payment request successfully sent to customer.


Please see the following video to understand the function of the above steps.-