ISO Partner Training

Platform: partner.us.regoo.com

1. Login to Partner Portal with ISO credentials
2. Navigate to Stores → Create New Store
3. Fill in merchant basic info (name, address, phone, email)
4. Assign Edition (features package)
5. Configure Store Settings (hours, tax rate, timezone)
6. Save and note the Store ID for later steps

Platform: portal.ipospays.com

1. Login to iPOS Portal as Merchant (use the merchant account created by the ISO on the iPOS Portal platform — this is NOT the same as the Partner Portal account from Step 1)
2. Navigate to TPN Management section
3. Click 'Create New TPN' or 'Add Payment Terminal'
4. Select TPN type based on payment method needed:
   • HPP (CloudPOS) → Online Payment (Hosted Payment Page for online ordering)
   • SPin → POS SPin (Dejavoo P1/P5/P8/P12/P17 via WiFi)
   • Deep Linking → POS Deep Linking (Dejavoo P18 via AIDL)
   • Android ToP → POS Tap to Pay (Sunmi)
5. Complete TPN configuration form and generate credentials
6. Copy and save:
   • TPN (Terminal Payment Number)
   • Token
   • Auth Key (if SPin method)
   • Merchant Code (if Android ToP method)

Platform: partner.us.regoo.com

1. Log back into Partner Portal with ISO credentials
2. Select the merchant store you created in Step 1
3. Go to Store → Payment Settings
4. Paste the credentials from iPOS Portal:
   • TPN
   • Token
   • Auth Key (for SPin)
   • Merchant Code (for Android ToP)
5. Select the appropriate payment method/TPN type matching what you created in iPOS
6. Save and verify the payment configuration is active

Hardware: Dejavoo P1/P5/P8/P12/P17 payment terminal (WiFi connection)

Required from iPOS: Auth Key + TPN + Token (SPin type)

1. On iPOS Portal (logged in as Merchant), create a new TPN with type: SPin
2. Copy the generated credentials: Auth Key, TPN, Token
3. On Partner Portal → Store → Payment Settings → Paste SPin credentials
4. On the Dejavoo terminal:
   • Press Settings
   • Navigate to Network/Connection
   • Enter merchant TPN and Auth Key from Step 2
   • Configure WiFi connection
   • Save and restart terminal
5. On POS Tablet (running OrderPin app):
   • Open Settings
   • Go to Payment Terminal
   • Select the SPin TPN device from the list
   • Confirm selection and save
6. Test a card transaction on the POS to verify

Hardware: Dejavoo P18 terminal with AIDL local device connection to POS tablet

Required from iPOS: TPN + Token (Deep Linking type)

1. On iPOS Portal (logged in as Merchant), create a new TPN with type: Deep Linking
2. Copy the generated credentials: TPN, Token
3. On Partner Portal → Store → Payment Settings → Paste Deep Linking credentials
4. On the POS Android tablet:
   • Download and install Dejavoo iPOS app from Google Play
   • Launch Dejavoo iPOS and login with merchant account
   • Configure payment settings in iPOS app using TPN and Token from Step 2
5. On POS Tablet → OrderPin App:
   • Open Settings
   • Go to Payment Terminal
   • Select the Deep Linking TPN device from the list
   • Confirm selection and save
6. Test a card payment transaction

Hardware: Sunmi Cpad or D3 Pro with built-in NFC

Required from iPOS: TPN + Token + Merchant Code (Android ToP type)

1. On iPOS Portal (logged in as Merchant), create a new TPN with type: Android ToP (Tap on Phone)
2. Copy the generated credentials: TPN, Token, Merchant Code
3. On Partner Portal → Store → Payment Settings → Paste Tap to Pay credentials
4. On the Sunmi device:
   • Open Settings
   • Go to About Device → Confirm Android 11 or higher
   • Enable NFC in Wireless & Networks
   • Download and install OrderPin POS app
5. On POS Tablet (Sunmi):
   • Open OrderPin App → Settings
   • Go to Payment Terminal
   • Select the Tap to Pay TPN device from the list
   • Confirm selection and save
6. Test a contactless card transaction (tap a card against the Sunmi NFC reader)

Use Case: Enable online ordering payment — customers pay through a hosted payment page (HPP) when placing orders online

iPOS Backend: CloudPOS

Required from iPOS: TPN + Token (HPP type)

1. On iPOS Portal (logged in as Merchant), create a new TPN with type: HPP (CloudPOS)
2. Copy the generated credentials: TPN, Token
3. On Partner Portal (partner.us.regoo.com):
   • Go to Store → Online Payment section
   • Select 'Dejavoo' as the payment provider
   • Paste the TPN and Token from Step 2
   • Save the configuration
4. Enable Online Ordering for the merchant store (if not already enabled)
5. Test the payment flow:
   • Open the merchant's online ordering link
   • Add items to cart and proceed to checkout
   • Verify the Dejavoo hosted payment page appears
   • Complete a test card transaction

Platform: backoffice.[whitelabel].com (e.g. backoffice.orderpin.us)

Note: Distinguish between Brand Admin (multi-location) and Store Admin (single location) roles

Menu Management:

1. Login to Merchant Portal (backoffice)
2. Go to Menu Management
3. Create Categories (e.g., Appetizers, Main Courses, Desserts)
4. Add Menu Items for each category
5. Set item details: name, description, price, image
6. Configure Modifiers/Add-ons (e.g., size, toppings, extras)
7. Save all menu items and verify pricing is correct

Store Settings:

1. Go to Store Settings
2. Configure Operating Hours (daily schedule)
3. Set Tax Rate for the merchant location
4. Set Timezone for accurate reporting
5. Configure Table Layout (if dine-in applies)

Employee Management:

1. Go to Employees section
2. Create employee accounts with unique usernames/emails
3. Assign roles (Manager, Cashier, Kitchen, Delivery)
4. Set specific permissions based on role

Platform: OrderPin POS App (running on merchant's Android tablet)

1. Open the OrderPin POS application on the merchant's tablet
2. Go to App Settings
3. Navigate to Payment Terminal section
4. A list of available payment TNPs will appear (matching your Partner Portal configuration)
5. Select the correct TPN device based on payment method:
   • For SPin: Select 'SPin' or the Dejavoo WiFi terminal name
   • For Deep Linking: Select 'Deep Linking' or the Dejavoo P18 device
   • For Tap to Pay: Select 'Android ToP' or Sunmi NFC device
6. Confirm selection
7. Save settings
8. Test a card payment on the POS to verify activation

Platform: Merchant Portal (Backoffice)

1. Login to Merchant Portal → Settings
2. Go to Order Channel Settings → Online Ordering
3. Enable Online Ordering toggle
4. Configure Pickup settings:
   • Pickup Hours (when customers can pick up orders)
   • Prep Time (estimated minutes to prepare order)
5. Configure Delivery settings (if applicable):
   • Enable Delivery toggle
   • Set delivery radius
   • Set minimum order amount for delivery
   • Set delivery fee (flat rate or distance-based)
   • Delivery Hours
6. Copy the generated Online Ordering Link
7. Preview the ordering page to verify menu items appear correctly
8. Share the link via:
   • Social media (Facebook, Instagram)
   • Google Business Profile
   • Merchant's own website
   • Email / SMS campaigns

Kitchen Display System

1. Device Requirements:
   • Android 11 or higher
   • 200MB+ storage space available
   • Stable WiFi connection
2. Download KDS APK from OrderPin portal
3. Install KDS app on dedicated Android device
4. In Merchant Portal (Backoffice):
   • Go to Devices → Add KDS
   • Set which order types to display on KDS (dine-in, takeout, delivery)
   • Select which menu categories/products to prioritize
   • Generate pairing code
5. On KDS Device:
   • Launch KDS app
   • Enter the pairing code from Backoffice
   • Confirm pairing
6. Test by placing an order from POS or online - it should appear on KDS

Self-Service Ordering Terminal

1. Download Kiosk APK from OrderPin portal
2. Install on dedicated Android tablet/device (minimum 10-inch display recommended)
3. In Merchant Portal → Devices → Add Kiosk
4. Configure kiosk settings (language, payment methods, time-out behavior)
5. Test customer ordering flow on kiosk

Receipt & Order Printers

1. Supported Connection Types:
   • USB (direct connection to POS tablet)
   • Bluetooth (wireless pairing)
   • LAN/WiFi (network printer)
2. Connect printer to POS Tablet using preferred method
3. In POS App → Settings → Printers
4. Add and configure:
   • Receipt Printer (for customer receipts)
   • Kitchen Printer (for order tickets)
   • Delivery Label Printer (for shipping labels, if applicable)
5. Test print on each printer

Before going live, verify all items below are complete:

• Merchant created and configured in Partner Portal
• Payment terminals (SPin/Deep Linking/Tap to Pay) created in iPOS Portal
• Payment credentials entered in Partner Portal
• Payment terminal activated on POS App
• Card payment tested and working
• Menu complete with all items and pricing
• Store settings configured (hours, tax rate, timezone)
• POS Tablet connected and all devices paired (payment, printer, KDS)
• KDS installed, configured, and paired (if applicable)
• Printers installed and test prints successful
• Online ordering link generated and shared
• Staff trained on POS operations and payment processing
• All backup payment method documented (manual card entry, etc.)
• Merchant contact info and support escalation path provided