Cegid Retail Y2

Cegid Retail Y2 is a point-of-sale (POS) system. With our Cegid Retail Y2 CPOS plugin, you can process payments on the Adyen payments platform with Adyen payment terminals. The plugin and the terminals are integrated with our Terminal API. After you set up the CPOS plugin, you can also set up Cegid Retail Mobile POS and Cegid Retail Live Store integrations for iOS and Android devices.

Features

• Gift card payments: allow shoppers to pay with gift cards.
• Dynamic Currency Conversion: allow shoppers from abroad to pay in the local currency or their own currency.
• QR code wallet payments: allow shoppers to pay with their QR code wallet app on their phone.
• Partial payments: allow shoppers to pay the remainder with a different payment method.
• Manual Key Entry: allow shopper to pay by manually entering their card details.
• Tax-free shopping: allow shoppers from abroad to claim back taxes on their purchases with secure card sharing.
• Delayed capture: set up a delay between the authorisation and capture of the payment.
• Donations: allow shoppers to donate to a chosen charity at checkout. This feature is available for credit and debit card payments.
• MOTO payments: allow shoppers to provide you with their order and payment details by regular mail (not email), fax, or telephone.

Supported versions

You can use our plugin to integrate with Cegid Retail Y2 versions 11.05 and later.

We recommend to use local communications, but it is also possible to use cloud communications:

• Local communications: the POS system communicates directly with the payment terminal over your local network.
• Cloud communications: the POS system communicates with the terminal over the internet. Contact our POS Support Team before you start building an integration using cloud communications.

You can use our decision tree to see which communication type is recommended for your situation.

How it works

Local Communications (recommended)

Cloud communications

Supported payment methods

You can use the plugin to accept payments with all payment methods supported by Adyen payment terminals.

Before you begin

Before you begin to integrate, make sure you have followed the Get started with Adyen guide to:

• Get an overview of the steps needed to accept live payments.
• Create your test account.

Install the plugin

Our POS Support Team will provide you with an executable file to install the plugin.

To install the plugin:

1. Run the Setup_Retailstars.CAT.ADYEN.MULTI_2.0.46.exe file that you received from our Support Team.
2. When prompted to select a setup language, select English and then select OK.
3. When prompted to select a destination location, enter the path to the Cegid Y2 CPOS_Pilotes folder on your computer. Make sure that the path includes the correct Cegid Retail Y2 version number for which you are installing the plugin. For example: C:\\Program Files (x86)\\Cegid\\Cegid Retail\\Cegid Retail Y2 17.0\\Front Office\CPOS_Pilotes
4. In the Folder Exists pop-up window, select Yes.
5. Verify that the Destination location is set correctly and select Install. You can only change the installation directory of CPOS by uninstalling and reinstalling after installation is complete.
6. When the installation is complete, select Finish.
7. Verify that the plugin is installed correctly:
   1. In your command line interface, run the following command with your CPOS installation path:
      C:\Program Files (x86)\Cegid\Cegid Retail\Cegid Retail Y2 17.0\Front Office>CPOS_DLLManager.exe -list
   2. In the response, check if you see Ok in the Sig field next to Retailstars.CAT.CPOS.ADYEN.MULTI.

Check if the plugin is connected to Cegid Retail Y2 correctly:

1. In the Cegid Retail Y2 back office, go to Settings > Registers and select your register.
2. Select Settings for Peripheral and then select EPT.

3. Check if the following values are set correctly:

   • DLL name: Retailstars.CAT.CPOS.ADYEN.MULTI
   • Driver name: ADYEN.MULTI

   If required, manually set the correct values.

4. If you want to process payments with gift cards, set the Identifier to 1.

Step 1: Set up your Adyen account

Step 2: Get your Adyen payment terminals

The plugin can only communicate with terminals that are injected with Adyen software. To obtain these terminals:

1. Create store IDs for the stores where you want to the plugin to accept payments.
2. Select the terminal models that suit your business.
3. Order test terminals and a test card from your test Customer Area.
4. Board your terminals to associate them with a store and make them ready to accept test payments.

Step 3: Set up the plugin in Cegid Retail Y2

To configure the CPOS plugin in the Cegid Retail Y2 back office:

1. In the Cegid Retail Y2 back office, go to Settings > Registers and select your register.
2. Select Settings for Peripheral and select EPT.
3. Select Settings for Peripheral and fill these properties:

4. Save your changes.

Step 4: Configure cash register settings

To configure the settings for your cash register:

1. Log in to your Cegid Retail Y2 back office.
2. Go to Register settings > Peripherals.
3. Select Authorization request on entry if you want payment requests to be triggered automatically.
4. Select Authorization while modifying payment.
5. Save your changes.
6. Go to Register settings > Preferences.
7. In the list of Authorized methods of payment, select all payment methods you want to use.

Step 5: Set up payment methods

To set up payment methods, you have to:

1. Create a new payment method for Adyen in Cegid Retail Y2 to trigger the plugin when doing a payment.
2. Create a mapping table to link the payment method codes used by the Adyen terminal and the plugin.

Create a new payment method

1. Log in to your Cegid Retail Y2 back office.
2. Go to Management > Payment methods. This shows the payment methods available for your store.
3. Create a new payment method. A pop-up window will appear.
4. On the Characteristics tab:
   1. Choose a Code, for example ADY.
   2. Choose a Short name, for example Adyen.
   3. For Category select Bank cards.
   4. For Direction select Mixed. This allows to offer refunds to your shoppers.
5. On the Additions tab:
   1. Select Card no, Expiry date, Type of card, Control number, Cardholder name, CVV / CV2/ CID, and Transaction no.
   2. Select Authorisation number.
   3. Select Send amount to EPT.
6. On the Front-Office tab, select the Usable in register checkbox and set Type to Bank card.
7. Save your changes.

Create a mapping table

1. Go to Register settings > Peripheral settings > EPT.
2. Select the Edit icon next to Mapping table.
3. Create a mapping table and name it, for example Adyen.
4. On your mapping table, create entries to link the payment methods with the paymentMethodVariant values sent by Adyen terminals.
5. Save your mapping table.
6. Activate your mapping by selecting the table you created next to Mapping table.

Step 6: Configure refund settings

You can offer two types of refunds to your shoppers:

• Refund without control: refund any amount to any card presented to the payment terminal. Adyen refers to this kind of refunds as unreferenced refunds.
• Refund with control: refund the partial or full amount connected to an original payment, using the unique identifier of that payment. Adyen refers to this kind of refunds as referenced refunds.

The Payment configuration you set in Step 3 specifies the default type of refunds the configured payment method will execute.

There are additional settings you have to configure to offer referenced refunds:

1. Log in to your Cegid Retail Y2 back office.
2. Go to Register settings > Management.
3. Select Check returns of merchandises and Checking reimbursement card.

Contact our Support Team to receive additional documentation on how to configure refunds for advanced use cases.

Step 7 (Optional): Configure merchant reference

You can configure a merchant reference to customize the value that shows up in the Adyen Customer Area under Transactions > Payments > Merchant Reference and in settlement details reports.

To configure a merchant reference:

1. Log in to your Cegid Retail Y2 back office.
2. Go to Register settings > Peripherals.
3. Under Electronic Payment Terminal, set a Transaction number prefix and a Number length.
4. Save your changes.

After you configured a merchant reference, your transactions are registered to Cegid Retail Y2 and Adyen according to the values you set. For example, if you set 1234 for the Transaction number prefix and 6 for the Number length, your first transaction will have [SALEID]1234000001** as merchant reference.

Test and go live

Test your integration

Check if the plugin is communicating correctly with the terminal:

1. In the Cegid Retail Y2 back office, go to Settings > Registers and select your register.
2. Select Settings for Peripheral and then select EPT.
3. On the Management Tab select Device test.
4. Verify that the pop-up window shows Test successful. This means that your plugin has been configured correctly.

After you have verified your plugin is configured correctly, perform a test transaction:

1. Log in to your Cegid Retail Y2 back office.
2. Go to Sales receipts > Enter transaction.
3. Choose an item and give it a price.
4. Select ADYEN CREDIT CARDS and click the icon.
5. Pay with your Adyen terminal using your Adyen test card.
6. In Cegid Retail Y2, check if there is a receipt for the test transaction.

Go live

There are steps you have to complete after testing your integration before you can start accepting real payments:

1. Order new payment terminals from the live Customer Area.
2. Repeat Step 1: Configure your Adyen account in your live Customer Area.
3. Test your integration to make sure the plugin has been configured correctly.

Cegid Retail Mobile POS and Live Store

After you set up a CPOS integration, you can also set up Cegid Retail Mobile-POS and Cegid Retail Live Store integrations for iOS and Android devices.

These integrations require a Cegid Retail Y2 In-Store Hub that is installed on a Windows device. The CPOS plugin has to be installed on the In-Store Hub to allow communication between Cegid Retail Mobile POS/Live Store and Adyen terminals.

Cegid Retail Mobile POS

Cegid Retail Mobile POS is an iOS app that you can use on mobile devices. With this app, you can initiate a transaction from an iPhone or iPad and send the payment request to a payment terminal.

Cegid Retail Live Store

Cegid Retail Live Store is a progressive web app, and can be run on any web browsing device.