Setup Odoo Sales with Adyen Multimedia Terminal (M400) to Capture Customer’s Signature

Efficient sales processes and secure transactions are paramount for businesses success. To safeguard payment integrity, minimise the risk of chargebacks, and combat fraudulent activities, many businesses have embraced signature customer transactions in their physical stores. This allows their customers to make purchases now and pay later with peace of mind.

In this blog post, we will introduce you to an effective integrated solution between Odoo Sales and Adyen Multimedia Terminal (M400) that empowers businesses to capture customer signatures directly within the sales workflow, ensuring authenticity and compliance with regulatory requirements. We are also going to guide you through the process of setting up Odoo Sales with Adyen M400 to capture customers’ signatures in your store. Let’s dive in!

What is Odoo's Sales?

Odoo's Sales is Odoo’s integrated and powerful sales management module that helps businesses streamline their sales processes, from generating quotes and managing orders to invoicing and customer relationship management. It offers a user-friendly interface, powerful features, and seamless integration with other Odoo modules such as CRM, Accounting, Website Builders, and others. 

Image source: Odoo

This module provides a centralised platform for tracking sales activities, allowing sales reps to easily monitor their pipeline, follow up on leads, and convert them into opportunities. With automated workflows, customisable dashboards, and powerful reporting, Odoo's Sales module enhances efficiency, improves collaboration, and ultimately drives revenue growth for businesses.

What is Adyen Multimedia (M400)? 

Adyen is a renowned payment service provider that offers a robust platform for accepting and processing payments across multiple channels. It supports various payment methods, including credit cards, mobile wallets, and alternative payment options, catering to global and local markets. With a strong focus on innovation and security, Adyen enables merchants to create seamless payment experiences for their customers.

One of the devices supported by Adyen is the Verfifone M400, a versatile and secure payment terminal. The Verifone M400 offers a range of features including contactless payments, EMV chip card acceptance, customer signature capturing, and a user-friendly interface. Odoo’s Sales integration with the Adyen Verifone M400 ensures fast and secure payment processing, enabling merchants to easily capture customers’ signatures in-store.

Image Source: Adyen

Odoo integration with Adyen M400 for capturing customer’s signatures has its perks

A signature transaction entails the customer providing their signature as a requirement to purchase now and make a payment later. Capturing customer signatures in transactions in-store brings several advantages for businesses, including:

• Enhanced security: Customer signatures provide an additional layer of security and verification, reducing the risk of chargebacks and fraudulent activities. 

• Improved customer experience: Capturing digital signatures in transactions in-store enhances the shopping experience by reducing paperwork and providing a convenient and professional interaction for customers.

By integrating the Adyen M400 terminal with Odoo Sales, businesses can capture customer signatures directly within the sales workflow, ensuring authenticity and compliance with regulatory requirements. Additionally, having a digital record of signatures enhances dispute resolution and customer dispute management.

How to setup Odoo with Adyen M400 Terminal to capture the customer’s signature

Before you can use Adyen M400 to capture a customer’s signature, make sure that you establish a connection between Odoo and Adyen M400 by configuring the necessary settings in the Odoo system.

Step 1: Connect Adyen M400 Terminal

• Pair the Adyen Multimedia terminal with your Odoo system.

• Follow the instructions provided by Adyen to establish a secure connection between the terminal and the Odoo system.

Step 2: Configure Signature Capture

• Within the Odoo Sales settings, enable the option for capturing signatures during transactions.

• Customise the signature capture screen on the Adyen M400 terminal to match your branding and requirements.

Step 3: Process Sales with Signature Capture

• Start a sales order in Odoo Sales, select a customer, payment terms, and products.

• Click on “Check out” and select your terminal. Then, click on “Signature request”.

• Next, you request your customer to sign off on the screen display of the Adyen Multimedia Terminal

• Once the signature is captured, it is securely associated with the transaction in Odoo Sales, allowing for easy retrieval and reference

Conclusion

Integrating Odoo Sales with Adyen Multimedia terminal empowers businesses to streamline their sales processes while ensuring secure and compliant payment transactions. If you require assistance with this integration, look no further! Havi's is here with a reliable source of support, providing expert guidance, and ongoing support to ensure a seamless integration process. Empower your sales operations today with the Odoo and Adyen Multimedia terminal (M400) integration.