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Configure Standalone Mode

Configure Adyen terminals to accept payments via Point of Sale without a store associate Point of Sale (POS) app connection during an outage.

Prerequisites:

  • Modern POS App Build: 5.8.2 or later
  • Platform Support: iPhone & iPad
  • Other: Standalone Adyen terminal

Adyen SF01 terminals are supported for builds 11.6.1 or greater. AMS1 and M450 terminals are supported for app builds 10.5.1 or greater.

Setup Standalone Mode in the Terminal

  1. Go to Terminals in the portal by going to Point of Sale > Terminals.The Terminals link in the Point of Sale section.
  2. Select a terminal from the list that you want to assign as Standalone.A list of available terminals that you can assign as a standalone terminal.
  3. Select Integrations and make these modifications in the Standalone mode section:
    1. Standalone enabled: yes
    2. Show start: Yes (this only applies to Adyen terminal firmware < 1.90)
    3. Merchant Reference: Used for reconciling orders that were taken in standalone
    4. Show Merchant reference: yes
    5. Merchant reference: Enter a string that you want to associate with standalone transactions made on this particular terminal (for example "STANDALONE-${serialnumber}"). You can select the information icon beside Merchant's reference to get more specialized tags for constructing this string.A list of modifications in the Integrations section of the Stnadalone Mode settings.
  4. Save the configuration. Save only appears if you make any changes.
  5. Sync the Adyen terminal with the changes made in the portal using these steps:
    1. Enter the admin menu by selecting 9 and O (green O button) in the terminal with the admin password
    2. Select Config > (Sync/Update).
  6. The terminal boots up and now shows Start (Terminal firmware < 1.90) or Payment Icon (Terminal firmware >= 1.90) on the terminal. If you don't see either of these buttons, see the Alternate Flow section.
  7. The Ayden terminal with the start icon on one screen and the payment icon on another screen.
  8. The associate will be directed through a series of steps to:
    1. Enter the amount
    2. Take payment with a card
    3. Signature verification (if applicable)
    4. Receipt print (if terminal model supports it)
  9. The transactions are synced to the Adyen console with the reference number chosen previously.
  10. For Offline standalone mode, ‌set these limits:
    1. Contactless floor limit (the max amount you can take via contactless/chip insert)
    2. Offline swipe limit (the max amount you can take via card swipe)

Setup Standalone Mode in Point of Sale CMS

If the app configuration has a custom Cart Options Layout, add a cell for Standalone Transaction in that layout and set the deep link to 'Start Standalone Transaction'. This can be done by going to CMS > Apps > Edit App > Modules > Cart > CartOptionsLayout.A cart options layout in the CMS for the Standalone option.

If the app configuration doesn't have a custom Cart Options Layout, then go to Modules > Payments and turn on the Has Standalone Option flag to get the Standalone option on the cart screen.Entering the standalone string to start a standalone transaction on the Select a Deep Link screen.

POS App Flow

Select the “Standalone” option on the Cart screen. The POS app shows instructions for the Standalone terminal.The popup window in the POS App for when you want to start a Standalone Transaction.

You'll be shown instructions to begin the transaction on the standalone terminal. If you don't see either the Start or Payment icons, see the Alternate Flow section.

  1. Select Start or the Payment icon on the standalone terminal.
  2. Enter the amount to be charged manually
  3. Take payment with card
  4. Signature verification (if applicable)
  5. Approved
  6. Terminal goes back to the home screen with the Start or Payment icon.

After the payment is taken on the Adyen terminal, select CONTINUE on the POS app. Enter the terminal and transaction details.

Enter the terminal ID (you can scan the QR Code on the terminal by selecting 5 and then O). Enter the tender reference number by using the instructions on the POS app. Select COMPLETE on the POS app to place the order.The popup window in the POS App to complete the Standalone transaction.

Alternate Flow

If the Start or Payment icon isn't enabled or not appearing, there are workarounds to initiate a standalone payment on the terminal.

  1. Select 8 and O on the terminal to open the transactions menu. The new transaction option in the payment terminal for an alternate payment process.
  2. Select New transaction in the menu and enter the transaction code for your terminal.The normal payment option in the payment terminal.
  3. Select Normal payment and it opens the same standalone payment flow as the Start or Payment icons.

After the payment is taken on the Adyen terminal, select CONTINUE on the POS app. Enter the terminal and transaction details.

Enter the terminal ID (you can scan the QR Code on the terminal by selecting 5 and then O). Enter the tender reference number by using the instructions on the POS app. Select COMPLETE on the POS app to place the order

Known Issues and Restrictions

  • Each store has one or more Adyen terminals that are preconfigured to work in standalone mode. Configuring a terminal to work standalone requires a network, so verify this is ready to go if the network is available.
  • Admin Menu Pin for Standalone Terminal. The associates shall enter the reference ID of the standalone transaction, which requires them to go into Admin Menu > Transactions.