In modern mobile commerce, the convenience and speed of payments directly affect the quality of the service. That is why ANT-Logistics has implemented integration with the Defin pay payment service, which allows you to accept payments directly from your smartphone — via NFC or QR code, with automatic fiscalization and receipt. A smartphone with an NFC feature turns into a cash register: payment is made instantly, data is recorded, and a receipt is sent to the client’s phone.
The function is available on a paid basis and is connected upon request.
We have prepared step-by-step instructions on how to enable the function, configure all parameters, and start using new features today
Step 1. Registration in Defin and basic settings
After registering in the Defin service, you will be given a merchantId — a unique company identifier. This code must be transferred to your manager in ANT-Logistics — that’s when the payment module is activated in the mobile application.
Immediately determine which types of payments your employees will use:
- cash
- NFC
- QR code
You can choose one option or all of them. The list of methods is transferred to Defin — after which they will appear in the application automatically.
Step 2. Setting up cash registers and cashiers
The integration allows you to clearly define who and where accepts payments
How does it work?
For each employee who will work with payments (driver, forwarder, etc.), you need to set two parameters:
- terminalId — the identifier of the cash register or sale point;
- cashierID — a unique cashier number.
In addition, you will need a bank token, which is issued by Defin or a partner bank. The token can be one for all or individual for each cashier.
Please note! Acceptable characters for terminalId and cashierID: Latin letters, numbers and the underscore «_».
Next,
- send the list of terminalId to Defin — without them, the payment will not work;
- in the mobile application, add each cashier to the «Employees» directory.
To do this, perform the following actions:
- go to the directory and click the «+» button;
In the Adding record window — Employee field, specify the person’s real full name.
In the Other tab — the Fiscal cash desk num field, enter: terminalId|cashierId.
As a reminder: cashierID must be unique for each employee. But terminalId can be repeated if the point of sale is the same.
Step 3. Linking the cashier to the route
For the system to work correctly, the cashier must be assigned to the route as a driver or forwarder. This can be done:
- manually in the route properties;
- directly in the template.
If both the driver and the forwarder are specified in the route, the system will take the driver’s data if both have fiscal numbers.
Step 4. Transfer debts from ERP/CRM
For the payment to work, the system must know what exactly is being paid for.
Transfer the list of debts from your ERP or CRM via the API method: DEX_MobiAgent_Import_Debts
Do not forget to specify the payment currency.
Step 5. How to prohibit independent payments
By default, drivers can create payments without debt — manually. To do this, click the «+» button on the «Debts and payments» screen. The «New payment» window will open, where you can enter the necessary data yourself.
If this practice is undesirable, it is easy to restrict it.
To do this:
- In the service, on the toolbar, enable the “Map object properties” checkbox.
- Go to the “Table settings” directory.
- Find the “Mobi agent (Payments)” document and click on the corresponding field.
- In the “Properties” window, click on the “Forbiddance” field — an editing window will open.
Check the “Adding a new payment without debt” box for the “Driver” role.
After that, the “+” button will disappear, and it will be impossible to create a new payment without a document.
Step 6. Preparing the application for work
Each driver or forwarder must choose a payment method in the application: Settings > General > Payment solution > Defin pay
After that, payment types (cash, NFC, etc.) will appear as tiles in the “New payment” window.
Please note! For the payment to work, the route must be loaded on the desired date, and the employee must be assigned as a driver or forwarder. It is from the route that the application receives fiscal data of the cash register and the cashier.
It is not recommended to use «Debts and Payments» without a route, because then the cashier cannot be identified.
Step. 7 Fiscalization with a check: a full cycle
Not only can you accept payment, but also immediately generate a fiscal check with a list of goods.
How does it work?
1. Add goods to the delivery request.
It is from the request that the goods will be transferred to the fiscal check.
Fill in the required fields for each item:
- Name — the name of the product from the directory;
- Quantity — this field is used as a universal unit of measurement in the receipt (the fields «Weight» and «V³» are not taken into account);
- Price — if the price is not specified in the application, the price from the directory will be used.
2. Transfer the list of products in the application
Use the API method DEX_Import_Request_JSON with the fields:
- Product_Id — product ID
- Qty — quantity
- Price_Sale — price (or used from the directory)
Be sure to fill in the Request number field — the goods will be tied to the debt by it.
API method: DEX_Import_Request_JSON, Comps parameter, Request_Num field.
The debt must contain the same number — DEX_MobiAgent_Import_Debts method, DocNumber field.
Now, when paying the debt at the point, the mobile application will transfer the list of goods found by the application number to the check.
3. The amount in the check is calculated automatically
Please note! The system does not use the amount from the debt document — it is calculated dynamically based on the list of goods and their prices.
4. Control over editing goods
To prevent drivers from changing goods before payment, prohibit this in the settings: Table settings > Document «Routes (Products)» > Forbiddance «Change products at SP»
When the restriction is set, the driver:
- will not be able to edit the quantity of the issued goods;
- will not be able to add new goods to the list.
5. Send the check immediately to the client
Fill in the contact field Phone in the format 380950136281 — the fiscal check will be automatically sent to this number.
Pay Attention! If the format is specified incorrectly, the check will not be delivered!
Integration with Defin pay is a step towards the complete digitalization of the payment process: a convenient form of payment for customers, transparent fiscalization, full reporting for the company. You manage not only the route and delivery, but also every cent that comes to the cash register. And all this in one mobile application.
We remind you: in addition to integration with Defin pay, ANT-Logistics also offers the ability to accept card payments through payment terminals.
If you are interested in this opportunity, leave a request on the ANT-Logistics website. We will demonstrate the service, help with setup, and answer all your questions.
