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SumUp-bexio-PepperShop Package

Inhaltsverzeichnis

Introduction

Have you chosen the SumUp-bexio-PepperShop package? This guide helps you configure the “All-in-One” POS solution on the PepperShop side.

To get started, you need:

  • A fully set up bexio account (see “Step 1”)

  • Access data for your bexio

  • Access data for your PepperShop administration

  • Access data for your SumUp account

    • If you already have a SumUp account, send us your customer number at support@glarotech.ch. We will gladly forward it to SumUp so that your preferential terms can be activated.

  • Your SumUp Solo card terminal

  • A Wi-Fi connection

Step 1: Setting up bexio

Before you continue with this guide, the following prerequisites must be met:

  • bexio is set up and ready for operation.
  • Products, users, revenue accounts and bank accounts are recorded in bexio.

Step 2: Configuration of the bexio interface

In this step, you connect bexio to PepperShop, configure the interface and assign the payment methods to the bexio bank accounts.

Connect PepperShop with bexio

First, connect the bexio account to PepperShop.

  1. Go to your PepperShop administration.

  2. Click on the bexio module in the navigation bar on the left.

  3. Under “Connection to bexio”, click “Create new”.

  4. A window opens and you can log in with your bexio login. Authorise access from PepperShop to bexio.

  5. Back in the PepperShop administration, tick the box next to “Activation”.

  6. Click “Save” at the bottom.

Two further tabs now appear at the top.

Configuration interface

Now define the bexio user and the account assignment.

  1. Click on the “Configuration” tab again.

  2. Under “User ID”, select the bexio user on which your web cash register orders should be created.

  3. Under “Account assignment standard positions”, define the revenue account recorded in bexio to which all non-product items should be posted. These include:

    • Shipping costs

    • Minimum quantity surcharge

    • Cash on delivery

    • PayPal amounts

    • Fiduciary costs

  4. Click “Save” at the bottom.

Assign payment connections

On the “Payment connection” tab, you assign the PepperShop payment methods to your bexio bank accounts.

  1. Switch to the “Payment connection” tab.

  2. For each payment method, select a bank account in the dropdown to which the payment should be booked.

  3. Click “Save” at the bottom.

If you need additional accounts in the dropdown, you can create them in your bexio account on the Banking tab. They appear automatically in your PepperShop administration as soon as you refresh the page.

Step 3: Import products into PepperShop

Now import your product and customer data from bexio into PepperShop, create categories and assign products to them.

Import product and customer data from bexio

First, import the product and customer data from bexio into PepperShop.

  1. Switch to the “Interface” tab.

  2. Click “Import products from bexio” and then “Ok”.

  3. Click “Import customers from bexio” and then “Ok”.

Create categories

You still need to create one or more categories in PepperShop so that you can assign the imported products to a category.

  1. In the navigation bar on the left, go to “Categories”.

  2. Click “New” and fill in the form.

  3. If you want to create further categories, repeat the steps.

Assign products

Now move the imported products into the appropriate category.

  1. In the navigation bar, click “Products” → “Mass mutations” → “Categories” → “Nichtzugeordnet”.

  2. Select the desired products for a category and click the “Select” button. (Multiple selection is possible with the ctrl or shift keys.)

  3. Then tick the desired category or categories and click “Assign products to these categories”.

  4. Repeat these steps until all products have been assigned.

Step 4: Connect the SumUp Solo card terminal

In this step, you connect the SumUp Solo card terminal to PepperShop.

Connect PepperShop with SumUp account

First, connect PepperShop to your SumUp account.

  1. In the PepperShop administration, go to “Web cash register” → “Web cash register configuration” in the navigation bar on the left.

  2. Scroll down to “SumUp payment terminal” and click “Connect”.

  3. You are redirected to the SumUp login screen. Log in and click “Next” and then “Allow”.

You are then redirected back to the PepperShop administration.

Connect SumUp Solo to Wi-Fi

For the SumUp Solo and PepperShop to communicate with each other, the terminal must be connected to a Wi-Fi network. (Alternatively, you can connect the SumUp to a mobile hotspot on your phone. Using the SumUp’s mobile data does not work for the interface.)

  1. Switch on your SumUp Solo.

  2. Drag the arrow at the top of the screen downwards.

  3. Select “Connections”.

  4. Press “Wi-Fi”. (The white slider next to “Wi-Fi” should be on the right.)

  5. Your Solo searches for secure networks you can connect to. Connect to the desired Wi-Fi.

  6. Click the arrow at the top left. This takes you back to the “Connections” area.

Step 3: Connect SumUp Solo to PepperShop via API

The SumUp Solo is connected to PepperShop via the API interface.

(Important: You must not be logged in to the SumUp during this step. If you are logged in, first follow these steps:

Log out

  1. Drag the arrow down and open “Settings”.

  2. Press “Info”.

  3. Press “Log out”.

  4. A login window now appears. Do NOT log in.

  5. Drag the arrow at the top of the screen downwards.

  6. Press “Connections”.

  7. Follow the next steps.)

Connect

  1. Press “API”.

  2. Press “Connect”. A code is now displayed on the SumUp Solo screen.

  3. Switch back to the PepperShop administration. You are still in the “Web cash register configuration” area.

  4. Scroll down to “SumUp payment terminal”.

  5. Click “Pair”.

  6. Enter any name for the device.

  7. Under “Connection code”, enter the code displayed on the SumUp.

  8. Click “Pair” and then “OK”.

  9. Tick the box next to “Active”.

  10. Click “Save” at the bottom.

Step 5: Make a test purchase

In this step, you create a cash register user and make a test purchase.

Create a cash register user

If you do not already have one, first create a cash register user.

  1. At the top, switch to the “Cash register user / Login” tab.

  2. Click “Add new cash register user”.

  3. Fill in the form.

  4. Click “Save”.

Switch to the web cash register and make a test purchase

To check whether the SumUp Solo and bexio interfaces have been configured successfully, make a test purchase.

  1. Click “Log in” next to the new cash register user.

  2. You are redirected to your web cash register.

  3. Place a product in the shopping basket.

  4. Click “Pay”.

  5. Next to the payment method “Cash payment”, you see the SumUp Solo as an option.

  6. Click it; the amount appears on the SumUp Solo and you can complete the payment.

Switch to bexio

The purchase is forwarded to your bexio.

  1. Switch to bexio.

  2. Go to “Sales” → “Orders”.

  3. Your test purchase is listed here.

Congratulations! You have successfully configured your “All-in-One” POS solution and are ready for your first customers!

Further information

Of course, there are many more configuration options for PepperShop and the bexio interface. You can find out more here:

→ First steps PepperShop POS

→ bexio interface

Further Help

Do you have questions or need assistance? Do you have special requirements or desire a custom solution for your system? Our support team is happy to help. Support services are charged based on time and material at CHF 195.- / hour. Here is how to reach us:

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