Tutorial: Setting up Adyen in a store
The aim of this tutorial is to set up Adyen as a
payment service provider in a store based in New York City for an
imaginary business that has the following characteristics:
- One store located in New York City, whose
- One payment terminal from Adyen that supports Adyen Terminal API.
For this tutorial, we will use the
This tutorial is based on the Adyen Terminal API, as it is the recommended method to connect Adyen payment devices to the NewStore platform.
This tutorial depends on Adyen setup functionalities. If Adyen changes the setup process, it may take some time for these changes to reflect in this tutorial.
Setting up Adyen
Before you start working with the Adyen payment device to process payments in the store via NewStore, follow this procedure to ensure Adyen can process payments.
To set up Adyen:
Set up a live Adyen account with the following account structure in Adyen:
- Request a merchant account for each country that your business operates in.
- Create stores
for each of these merchant accounts, with the
store_idrepresenting each physical store that you want to use Adyen in.
In our case, request for 1 merchant account with the ID as
POS_USA, and create a store with the ID as
Review the finance settings for payment payouts from Adyen and additional reports to be received for reconciliation.note
These reports are different from the payment reports you can generate for your business via NewStore Omnichannel Manager.
(Optional) If needed, you can also set up a
Reservefund that you can use for operational expenses and other emergencies.
Order a live payment terminal or device. In our case, order a new
e285payment terminal, and a test card.Important
Test payment devices cannot process live payments. Ensure that you have ordered live payment terminals at least 1 week before you want to start processing payments in your store via Adyen.
Configure features for the payment terminal and your merchant or store level account. This includes:
- Payment methods, capture methods, and refund methods
- Manual card entry
- Unreferenced refunds
You may have to request the Adyen POS Support Team for help with configuring some of these features.
For example, in our case:
- Name the terminal as
- Set the language for the terminal to
- Accept payment via credit and debit cards and NFC wallets
- Provide refunds to customers via gift cards and the original payment method used by a customer
- Mandate a signature from the customer during payment via the terminal and,
- Set a maximum transaction amount that the terminal can accept to
Also, contact the Adyen POS Support Team to enable
manual credit card entryfor our
Assign the terminal to the store.
In our case, from the
Point of salesection in the Adyen Customer Area, assign the terminal
NYC_1to the store
Terminals recently ordered, but not assigned yet, are listed under the
Inventoryarea in the same page. You can also reassign terminals from one store to another if needed.
After the payment device is assigned to the store, board the terminal.note
Ensure the terminal is connected to the internet.
Boarding connects the terminal to the store and the Adyen server, and makes it ready to accept payments.
Verify that the terminal works as intended. See the
e285quickstart guide for details on setting up the
NYC_1terminal we just boarded.
To test the integration with the terminal, make a low-value (
USD 1) payment on the
NYC_1terminal in the store.
In the Adyen Customer Area, verify that the
PSP referencehistory for the payment shows the following transition:
(Optional) Refund the payment to validate the refund process.
You have now successfully set up the
NYC_1 payment terminal in the New
York City store.
Next, we will ensure that the device works with the NewStore platform.
Setting up NewStore to process payments via Adyen
To set up NewStore to process payments via Adyen, follow these steps to
validate that NewStore Associate App can use the
NYC_1 Adyen payment
terminal you have set up for your New York City store.
Install NewStore Associate App.
Ensure that you are assigned to the
store1_NYCstore via NewStore Omnichannel Manager. See Managing users and roles in NewStore Omnichannel Manager.
Connect the terminal and NewStore Associate App to the same Wi-Fi network in the store.
To view the assigned payment terminal in the store, in NewStore Associate App, tap>
Credit Card Terminal.
NYC_1appears in the list.
During checkout, select
Credit Cardand select
NYC_1as the terminal, and tap
Connect to Terminal.
Adyen is now set up in your New york City store and you can use
e285 device) to process payments.
Additional steps for integration
To resolve errors with payment devices or terminals when setting up Adyen or NewStore, see Troubleshooting: Payment devices .
Depending on your business, you may have to configure Adyen additionally to work with NewStore platform features like NewStore Checkout.
To integrate NewStore Checkout with your business, see Adyen integration for NewStore Checkout .
Read the Adyen integration guide to learn more about: