Here is the document to setup the Advocado in DinePlan
DinePlan Version | 2.270.1 |
Before we configuring the Advocado in DinePlan, we should get the following from the Advocado Team
Url | Url of the Advocado System |
|---|---|
UserName | Username for the Advocado System |
Password | Password for the Advocado System |
Outlet Id | Id of the Outlet that has been mapped in Advocado system. |
OutletName | Name of the Outlet |
Once we have all this information are available, it should be set in DinePlan as below
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Create Payment Type
Attach the Payment Processor
Step 1: Create Payment Type
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Add Payment Processor to it
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I. Config Advocado Menu Item
Add Voucher item
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Add Free Item
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Note that Alias Code must match with item SKU on Advocado
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II. Add Advocado Action
Go to the
BACK OFFICE -> AUTOMATION -> AUTOMATION COMMAND and add a new command called “Advocado” as below:
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Note that this Action works on the Payment screen only, because some payments need to be executed here.
2. Go to the
BACK OFFICE -> AUTOMATION -> ACTIONS and add a new action called “Advocado” as below:
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Remember to choose PaymentTypeName and input OutletId. paymenttype is using when we make payment for Topup. That is why this action needs to be used on the Payment screen.
3. Go to the
BACK OFFICE -> AUTOMATION -> RULES and add a new rule called “Advocado” as below:
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Mapping:
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III. Using Advocado
Go to the Payment screen, click Advocado
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2. Advocado screen shows up
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Input CallingCode, Phone Number, or Card Number to search Member
3. Member info screen
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4. Topup
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Top Up successful
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IV: Add Advocado Payment action
Go to the
BACK OFFICE -> AUTOMATION -> ACTIONS and add a new action called “Advocado Submit” as below:
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2. Add
Advocado Submit action to Payment Processed rule: Go to the BACK OFFICE -> AUTOMATION -> RULES and edit rule: RU_PAYMENT_PROCESSED:
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V: Payment successful
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That's it
Here is the Advocado Recommended flow for POS Integrations
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