Scan and Pay Plugin Activation
In this article we will cover the steps to activate the Scan and Pay Plugin.
Introduction
Scan and Pay plugin is a software module that seamlessly integrates with Tagrain POS and allows you to extend the capabilities of your existing Tagrain edition. The Scan and Pay plugin when subscribed to and activated allows your customers to place an order on their smartphone using the Mobile Responsive Website.
Your customer can open the POS URL on the mobile device and then select the desired products to place an order. Once an order is placed, the customer can make a payment online for the order placed and choose either Home Delivery or Store Pickup as per his convenience.
Prerequisites
To be able to use the Scan and Pay feature, you need to subscribe to and activate the Scan and Pay plugin.
You also need to subscribe to and activate the Order and Delivery Management plugin.
When you subscribe to and activate the Scan and Pay plugin a new payment type - Stripe is automatically created. You must map this payment type to your POS terminal to be able to accept payments online using the Scan and Pay feature.
The number of Stores, will decide the amount that you need to pay for the plugin.
Steps to activate the Scan and Pay Plugin
The steps to activate the Scan and Pay feature is a multi step process and is explained in the upcoming section.
Step 1. Activate the Scan and Pay plugin
You can subscribe to and activate the Scan and Pay plugin from the Purchase Subscription screen. There are multiple ways you can approach this screen.
From the Plugins screen
Click the Activate button on the Scan and Pay plugin tile to open the Activation Popup screen.
Click the Review & Checkout button to proceed to the Purchase Subscription page.
The Purchase Subscription page will show you the plan you are subscribed to along with the number of Stores and POS available.
Navigate to the Choose Your Subscription section on the Purchase Subscription page. You should see your plugin ticked / selected for activation.
When you approach the Purchase Subscription page from the Plugins screen, you will see that your plugin is pre-selected (ticked) for activation.
Review your order summary and click on the Confirm and Pay button in the Cart Detail section to proceed with activation.
From the Manage Account Page
Navigate to the admin section in the top right corner of the screen and click Manage Account.
On the Subscription screen that opens, click the Upgrade button to reach the Purchase Subscription page.
The Purchase Subscription page will show you the plan you are subscribed to along with the number of Stores and POS available.
Navigate to the Choose Your Subscription section on the Purchase Subscription page.
When you approach the Purchase Subscription page from the Manage Account section, you will have to manually put a tick against the activation check box on the plugin tile to mark the plugin as Active.
Review your order summary and click on the Confirm and Pay button in the Cart Detail section to proceed with activation.
At this stage, while the Scan and Pay Plugin is activated, you still need to set up the Stripe Payment Type and configure the Mobile Landing Page. (Covered in the upcoming section)
Step 2. Configure the Stripe Payment Type
When you subscribe to and activate the Scan and Pay plugin a new payment type - Strip is automatically created. You must map the Stripe payment type to your POS terminal to be able to accept online payments for the orders placed using the Scan and Pay feature.
Before you proceed to map the Stripe Payment Type with your POS terminal, you need to set up an account with Stripe.
For the purpose of this article, we have created a TEST account with Stripe. The regular Stripe account may have additional features.
The steps to create a Payment Type are explained below:
Step 1. Navigate to Home > Setup > Payment Type to open the Payment List View Screen. This screen lists all the existing Payment Types
Step 2. Click the Add Payment Type button on the top right corner of the screen to open the Create Payment Type screen.
Step 3. Specify a name for the Payment Type. This name that you specify in the Name field is displayed on the Web Register. In our case we have specified the name as - Payment through Stripe
Step 4. Select Stripe as the Payment Type from the list of predefined payment methods.
When you subscribe to and activate the Scan and Pay plugin a new payment type - Stripe is automatically created.
Each payment method is treated differently by the application.
Step 5. Specify the display order and flip the Is Active switchON to make the Payment Type appear as one of the payment methods on the Web Register.
Step 6. Click the Connect button. This takes you to Stripe's Login Page.
Step 7. Specify the Email ID and click the continue button. This email address is the one that you would have used when signing up for a Stripe account.
Step 8. Specify the Password and click the Login button. This is done to validate your Stripe account.
Step 9. Select your Stripe account that you want to link with Tagrain. Once linked you will then be able to accept online payment for the transactions made on that Tagrain tenant.
Step 10. Click the Connect button to establish the connection between your Tagrain account and your Stripe account. Upon successful handshake, Stripe is added as a Payment Type and would start reflecting in the Payment List View Screen.
Click the “Save” button to save and exit the Create Payment Type screen.
Step 3. Configure the Mobile Landing Page
All the settings pertaining to the Scan and Pay landing page can be configured on the Scan and Pay Settings page.
When the Scan and Pay Plugin is activated, an additional Scan and Pay Button appears on the Application Settings page. (As shown in the image below)
Click the Scan and Pay button to open the Scan and Pay Settings page. These settings control the UI (appearance) of the mobile responsive website. (As shown in the image below)
The various fields on the Scan and Pay Settings page are explained below:
Online Store
This field is a toggle switch. Flip this switch ON to enable the corresponding online store to receive orders online. See: Scan and Pay Mobile Responsive Landing Page
Title Tag
This field is a text field. Specify the text you want your customer to see when he is using the Tabbed Browsing feature on his mobile browser i.e. when he hovers over the open tabs in his browser. (Tabbed Browsing) See: Scan and Pay Mobile Responsive Landing Page
Brand Name
This field is a text field. This allows you to specify a name for your Brand. The name that you specify here would appear on the Landing Page. See: Scan and Pay Mobile Responsive Landing Page
About Us
This field is a text field. This allows you to introduce your Brand. The text that you type here would appear in the About section on the Landing Page
Please refer to the image on the right for sample content.
Terms & Conditions
This field is a text field and allows you to specify the URL where your company’s terms and conditions are hosted.
Please refer to the image below for sample content.
Privacy Notice
This field is a text field and allows you to detail your privacy policy OR specify the URL where your company’s privacy policy is hosted.
Please refer to the image above for sample content.
Once you have configured your Scan and Pay Landing Page settings, you must click the Save button to save changes and exit the screen.
The number of QR Codes that you generate for your table(s) will impact your licensing.
Step 4. Accept Orders
Once you have activated the Scan and Pay Plugin and configured the relevant settings explained above, your customer just needs to open the mobile responsive website on his smartphone device to place an order.
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