Here is the document to setup the Advocado in DinePlan
DinePlan Version | 2.270308.1 |
Step 1: Configure Settings
Go to BackOffice → Advocado Settings → Enter the Values and save
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Before we configuring configure the Advocado in DinePlan, we should get the following from the Advocado Team
Url | Url of the Advocado System |
|---|---|
UserNameAdvocadoApiUrl | Url from the Advocado System |
AdvocadoUserName | Username for of the Advocado SystemCRM |
PasswordAdvocadoPassword | Password for the Advocado System |
Outlet Id | Id of the Outlet that has been mapped in Advocado system. |
OutletName | Name of the OutletCRM |
OutletId | Outlet from the CRM |
OutletName | Outlet Name from the CRM |
VoucherCalculationType | To apply the Advocado voucher, we need the discount calculation type from DinePlan |
CashbackCalculationType | To Apply the Cashback, we need the calculation type from the DinePlan |
StoreValueCalculationType | To Apply the Cashback, we need the calculation type from the DinePlan |
StoreValueTopupProduct | The Product will be used for Store Value Topup |
CashbackCampaignId | Id for the Cashback |
Once we have all this information are available, it should be set in DinePlan as below
Go to BackOffice → Advocado Settings → Enter the Values and save
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Here are the steps to be done for Advocado
Create Payment Type
Attach the Payment Processor
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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Step 2: Add Action, Command and Rules
Go to the
BACK OFFICE -> AUTOMATION -> AUTOMATION COMMAND and add a new command called “Advocado” as below:
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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.
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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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