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We have two tools that can be used by restaurants to configure payment method availability: Sanity and DOP.
Option 1: Use Sanity for payment methods configurations - Discarded
Pros
This is the standard tool for Fz’s (market) configuration persona
Sanity is deployed for every Fz (market) in RBI
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Operations team doesn’t have access to Sanity.
Possibilities:
New sanity access roles for the operations team
Operations team would require Fz’s configurators to update it if necessary
For Restaurant configuration level, it should be done one by one (despite that it can be added a new configuration to do for all restaurants at once).
It’s not possible to do these configurations for the offline payment methods.
Option 2: Use DOP for payment methods configurations - (Chosen by business)
Pros
This is the tool used by the Operations team. If we use this one, they don’t need to learn and to get access to use another tool.
This tool supports the configurations for offline payment methods (mainly for terminal machine at home and cash).
Possibility to do these configurations at restaurant level. But it can also be extended to edit for multiple restaurants, just as "Cash Limitation feature".
It’s possible to configure payments on DOP and create a “view only” version on Sanity. Then WL can query this information.
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Option 1 - Payment Methods List in Sanity - Recommended
After receiving feedback from the Menu team (Rafael Souza, Eduardo Yosida, and Lucas Palencia) and the Transactions team (Felipe Rooke), we have concluded that this solution is the best option at this time.
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Sanity and DOP Payments | Whitelabel Payments | Payments avaliable to user on payment screen |
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cash: true Sodexo Voucher: false Ticket Restaurant: false Payment delivery card: true | Credit Card Paypal cash Sodexo Voucher Ticket Restaurant Payment delivery card | Credit Card Paypal cash Payment delivery card |
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Tip: Document here any improvement or discussion regarding the feature |
⁉️ FAQ
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When updating multiple restaurants and wanting to change only one payment method, the others should not be altered. However, this information is organized in a list within Sanity. During the update, it is possible to remove the other payment methods, as the front-end in the DOP will ignore them to prevent incorrect status changes. Therefore, when saving this information, the DOP needs to check each restaurant and update only the payment method that was modified. This may take significantly more time if there is a large number of restaurants, and it might be necessary to use a batch process.
⁉️ FAQ
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Doubts and questions |
Which screen will the user be able to make these changes?
Users can make changes on the "Edit Payment Methods" screen located in the Restaurants tab. This screen is the same one used for Cash Limitation, so users with access to Cash Limitation will also be able to access the to access the offline payment methods list.
If we add a new payment method only in the DOP, will it appear in the WL-app?
No, the new payment method will not appear. This request is solely for controlling the display of already existing offline payment methods list.
If we add a new payment method only in the DOP, will it appear in the WL-app?
No, the new payment method will not appear. This request is solely for controlling the display of already existing offline payment methods.
If we configure the DOP to allow the SODEXO payment method, but we disable the flag for that payment in the WL-app, will it be displayed?
No, it will not be displayed, as the Whitelabel has greater control in this case.
Can I make changes directly in Sanity for the saved payment methods in the Restaurant Document?
No, editing must be done exclusively through the DOP.
Why will we save the payment status in Sanity?
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configure the DOP to allow the SODEXO payment method, but we disable the flag for that payment in the WL-app, will it be displayed?
No, it will not be displayed, as the Whitelabel has greater control in this case.
Can I make changes directly in Sanity for the saved payment methods in the Restaurant Document?
No, editing must be done exclusively through the DOP.
Why will we save the payment status in Sanity?
Because Sanity is the true source of restaurant information. All details about the restaurant are stored in this document, so we will maintain this standard.
If a payment method is removed and there is already a state defined for this method in one of more restaurants, will the restaurant document also be updated?
This will only be updated when the DOP saves the payment methods again, because if you remove it from this list in Sanity it will not appear in the DOP and when the DOP saves the payment method again it will be removed from the restaurant in Sanity.