Managing Mode of Payment in Ginesys

There are 10 different types of MOPs supported by Ginesys application. Categorically they can be divided into the following two types – System MOP, Fixed MOP & User MOP

System MOP - These are those MOPs that are available at the time of installation of the application. They are Cash, Credit Note Issued, Credit Note Adjusted, Debit Note Issued, Debit Note Adjusted, Gift Voucher and Redemption Token.

Fixed MOP – Fixed MOPs are also a part of the system modes of payment but slightly differ from them. Fixed MOPs cannot be created by users. They are Credit Note Issued, Credit Note Adjusted, Debit Note Issued, Debit Note Adjusted, Gift Voucher and Redemption Token.

User MOP - The user MOPs are modes of payments that are created by users and are not available from the point of installation. They are Credit Card, Voucher, and Mobile Wallet

From HO, these MOPs are allocated to POS stores.

Types of Modes of Payment available in GINESYS

MOP Name	MOP Type	MOP Behavior
Default MOP/System MOP
Cash	CSH	Can be created (in multi currency scenario) and be made extinct
Credit card	EDC	Multiple MOP of this type can be created and made extinct.
Credit note issued	CNI	Cannot be created but can be made extinct
Credit Note received	CNR	Cannot be created but can be made extinct
Debit note issued	DNI	Cannot be created but can be made extinct
Debit note adjusted	DNA	Cannot be created but can be made extinct
Redemption Token	RED	Cannot be created but can be made extinct
Gift voucher	GVH	Cannot be created but can be made extinct
Normal MOP
Voucher	VCH	Can be created or made extinct
Mobile wallet	WLT	Can be created or made extinct; has to be configured through the Config button beside the Mobile Wallet prompt.

Add Mode of Payment

The Add button in the MOP list view allows the inclusion of new MOPs into the master list as and when required. On clicking the button, the MOP inclusion tabs open up to accept all relevant details of a new mode of payment. The new record can then be saved and reflected in the master.

Prerequisites

The users' role must have access to the Reason feature by enabling Add / Modify app operation for the feature in Admin - Security - User - Role through Retail Management - Utilities - Setup - Configure.

Step-by-step

The Mode of Payment tab allows the addition of a new mode of payment by capturing the following details:

Field Name

Field Description

Name

Name of the MOP; Usually it is descriptive in nature - e.g. Cash or HDFC Credit card; it is a mandatory field.

Short Code

It is a mandatory field, whose value will be provided by GINESYS if the user wishes to integrate mobile wallet type MOP.

MOP Type

There are ten (10) MOP types used in GINESYS of which only four (4) are available to users for new MOP creation. They are selected by radio buttons. The ten MOPs are -

Cash
Credit card
Credit note issued
Credit Note received
Debit note issued
Debit note adjusted
Redemption Token
Voucher
Gift voucher
Mobile wallet
IMPORTANT
Note:Only four (4) types of MOP can be created at the user level - Cash, Credit Card, Voucher and Mobile Wallet.
If Mobile Wallet is being created then the Config button gets enabled and the configuration details for the particular MOP wallet has to be put in here.

Currency

This drop-down list will show all currencies defined in the Currency master the user can assign any currency from the list to the new MOP; e.g. - Rupees or Dollar or Yen etc.

Point of Sale behaviour for this mode

There are following four checkboxes in this section:

Checkbox prompt	If checked, checkbox behaviour at POS
Accept denomination based payments	Used only in case of vouchers, here the denominations of the voucher have to be mandatorily entered.
Accept negative values only	Used for vouchers, gift vouchers, and credit notes; it allows balancing of the excess payment made by customers at POS through these MOPs.
Do not accept payment in this mode when	Payments cannot be accepted in this particular MOP if any one of the promotion related conditions are present in the bill - Item level promotions are applied Bill level promotions are applied. Any promotion is applied.
Count based payment transfer and session closure	For cash, voucher and gift voucher, type MOP; user will be able to provide denomination of the payment instrument during Cash Drop and also during normal session closure with closing amount.
Restrict customer loyalty points for this mode of payment	Customer will not earn loyalty points if he makes purchase through this MOP. IMPORTANT Note - Impacts only for Ginesys loyalty module

Third party plugin

There are three text boxes: Plugin Assembly Name, Plugin Class Name, and Plugin Method Name. The values for these would be provided for any third party vendor of a Payment Gateway and entered here by Ginesys Implementation during the integration phase.

Site Allocation Tab

The Site Allocation tab lists all sites of an organisation and allows the allocation of the MOP to these sites.

These sites are allocated with ledger and configuration of wallet type of MOP if that type of MOP is created.

Other Buttons

The Save and Close button saves the new MOP details and closes the tabs.

The Back button takes the focus back to the list view after confirmation from the user.

Edit Mode of Payment

Prerequisites

The users' role must have access to the Reason feature by enabling Edit app operation for the feature in Admin - Security - User - Role through Retail Management - Utilities - Setup - Configure.
A mode of payment must already exist.

Step-by-step

Go to Retail Management - Setup - Configure - Mode of Payment
Make required changes as shown in the following info box.
Then just save.

Only the following fields are editable in MOP:

MOP Name
Short Code
Point of Sale behaviour for this mode
Third party plugin
In case of Mobile Wallet type of MOP, the Configuration file may also be edited

To go back to the main page click on the link: How To: Manage Setup in Ginesys Retail