Scan and Pay Plugin - Configuration and Setup

Scan and Pay Plugin - Configuration and Setup

In this article, We will cover the steps to sign up for a Stripe Account and then use it as a Payment Type in Tagrain.

Introduction

A Plugin is a small, but effective software module that seamlessly integrates with Tagrain to extend the functionality and add features to the existing Tagrain edition. Scan and Pay Plugin is a software module that when subscribed to and activated allows customers to use their smartphones to place an order using the Mobile Responsive Website and make payment online for the order placed.

Scanning the URL opens a mobile responsive website. The customer can select and place an order for the products that he wants and make payment online for the order placed. Once ordered, the customer can either go in for a curbside pickup or choose to request home delivery of the products. See: Scan and Pay Plugin - Features.

Prerequisites to enable the Scan and Pay Feature

To be able to use the Scan and Pay feature, you need to subscribe to and activate the Scan and Pay plugin.
The number of licences that you acquire for your Store, will decide the amount that you need to pay as the plugin subscription fee. See: Subscription Management
You also need to subscribe to and activate the Order and Delivery Management plugin to be able to activate the Scan and Pay plugin.
You also need to subscribe to and activate the Hospitality for Quick Serve and Fine Dining plugin to be able to activate the Scan and Order plugin.

For the purpose of this article we have assumed that you have activated the following plugins in order and are ready to configure the Stripe account to be used as a Payment Type for Scan and Pay. 
  1. Hospitality for Quick Serve and Fine Dining Plugin
  2. Customer Orders and Delivery Management Plugin
  3. Scan and Pay Plugin

Prerequisites to setup a Stripe Account

To set up your Stripe account, you’ll need some information handy.
Stripe Payment Type requirements may vary depending on the country you’re based in. Regardless of this, you will be required to verify your identity as a Customer and the type of business you are into.
Stripe covers a large geographical area. You must be careful when you select the country where your business is registered. If you and your business is based in the USA, you’ll be asked to provide the following:
  1. Email address of the individual responsible for the account
  2. Social Security Number 
  3. An ITIN, or an EIN 
  4. Personal Information
      Phone Numbers
      Date of Birth
      Home Address
  5. A bank account
If you and your business is based in the USA, you’ll be asked to provide the Social Security Number.

Stripe Configuration and Setup

The steps to configure and setup the Stripe account are explained below:

Step 1. Sign-up for an account through Stripe’s website

The first step is to sign-up for an account through Stripe’s website. 
Navigate to the Stripe Login Page. Look for the option - Don’t have an account? Sign up Click on the Sign Up hyperlink.





Fill in the details on the Create your Stripe account page and click on Create Account.
Be careful when selecting your Country.

You should see a welcome message pop up screen with the Get Started button. Click on the Get Started button to reach the page below.


Click the Gear icon in the top right corner and select settings to open the Settings page.



For the purpose of this article we need to focus on the Business settings section.

Step 2. Verify Your Business

This includes the following:
  1. Specifying the Business Type
  2. Specifying the Personal Details
  3. Specifying the Business Details
  4. Specifying the Public Details

Select Your  Business Location

Select your business location from the drop down. The drop down will display a list of country names to select from.

Select Your Business Type

Select your business type from the drop down. The drop down will display the below options:
  1. Company
  2. Limited Liability Proprietorship
  3. Sole Proprietorship
  4. Individual


Specify the Business Details

Specify the business details in the respective text fields. For example Business Name, Business Address, Business Phone Number 

Specify the Business Industry

Select your business vertical from the drop-down. The drop down will give you several options to pick from. For Example, Marketing, Advertising, Consultation, etc

Step 3. Specify the Payment Collection Method

Specify the method you would like to accept payments. The options are:
  1. Website
  2. Apps
  3. Offline

Step 4. Specify the Public Details

Specify the following details:
  1. Website URL
  2. Customer Support URL
  3. Terms and Service URL
  4. Privacy URL
  5. Cancellation and Refund Policy URL
You can also provide a brief description of the product type you deal with.

Step 5. Specify the Bank Details

Specify the bank details. The details include the following:
  1. Account Holder's Name
  2. IFSC Code
  3. Account Number
  4. PAN Details

Step 6. Secure your Account

Secure your account by specifying a 2 factor authentication method.



Step 7. Review and Finish Setup

Review the information specified so far to ensure that it is correct and then 
Under Business settings click the Account details hyperlink.



Fill in the required information on the Account Details page and click the save button. 

You will have to verify your phone number by clicking the verify button. An OTP is generated on the phone number that you specify here on this page. You need to enter that OTP 


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