How to Integrate SwilERP with PhonePe EDC Machine

How to Integrate SwilERP with PhonePe EDC Machine

Connect Your PhonePe EDC Machine to Your Billing System


With SwilERP’s PhonePe EDC integration, your billing and payment process becomes connected. When you select the Card/EDC option while saving a bill, the bill amount is automatically sent to the EDC machine. Once the customer completes the payment, SwilERP instantly updates the payment status on the screen and saves the bill.

Step 1: Log in to Swil Admin

Start by logging into your Swil Admin panel. From here, you’ll be able to add and configure your PhonePe EDC machine as a device for billing.
  1. Go to admin.swilerp.com.
  2. After logging in, you’ll see the Swil Admin dashboard. Click on the Integration menu to proceed.
Reference image:

Swil Admin Dashboard
  1. Here, you need to click on the "Connect PhonePe" button to add your device.
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Integration Menu
  1. You'll see the list of all connected devices here; you can also edit them.
  2. To add a new device, click on the "+Add device" button.
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Add Device Screen
  1. The device type will be selected automatically (by default).
  2. Select Branch from the drop-down list.
  3. Following details will be provided by the third party (PhonePe team); please fill them in:
    1. Merchant ID
    2. Terminal ID
    3. Provider ID
    4. Merchant Display Name
    5. Store ID
    6. Store Name
  4. Click on the "Add" button.
Notes
Note: You can choose only one branch for each EDC machine.

Reference image:

Add Device

Step 2: Create Card Type in SwilERP

Open SwilERP and create a new Card type. This will allow you to link PhonePe EDC payments with your billing process.
  1. Go to Masters> Other> Credit Card Type.
  2. Here you have to create 2 types of cards:
    1. PhonePe QR
    2. PhonePe Card
  3. The process for creating card types is the same; here’s a guide on how to create a QR code card type.
  4. Click on the "New" button.
  5. Enter "Credit Card Type" in the column.
  6. Select "Accounts" from the drop-down list.
  7. Enter "Parameter" as "PY - QR" for QR and "PY - Card" for card.
  8. Save the window.
Notes
Note: Similarly, create a card type for the PhonePe Card

Reference image:

Credit Card Type

Step 3: Create a Sales Bill

Go to the billing section and create a new Sales Bill. Add the items as usual and proceed to the payment stage.
  1. After adding products and amount in the bill, click on the Save button.
  2. When you click the save button, a new screen for Payment Details will appear.
  3. Click on the "Card/UPI" option.
  4. Select the "Card Type" that you created earlier.
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Card Selection
  1. If you have multiple EDC devices connected to SwilERP, a device selection screen will appear after choosing the Card type.
  2. Select the correct device to continue with the payment.
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Device Selection
  1. After selection, save the payment details window.
  2. Now, the payment screen will redirect to your connected EDC machine.
  3. Before making the payment, following screen will appear in your SwilERP.
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Payment Status Window
  1. You can check the Payment Status by clicking on the button.
  2. Once the payment is completed, the system will display a notification saying, "Payment completed successfully."
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Notification window

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