Enabling Associate App to be used offline

  • Updated on Jan 9, 2025
  • Published on Oct 1, 2024
  • 4 minute(s) read
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NewStore Associate App can be used to process in-store purchases even when the device being used by the associate is offline.

Important

Enabling offline payments has certain risks of card and payment fraud associated with it. See Adyen's recommendations on reducing Risks with offline payments.

To enable this feature you can either use the API or NewStore Omnichannel Manager.

To enable the feature via the API:

Use the Update app configuration method and set capabilities > offline_mode to true.

To enable the feature via NewStore Omnichannel Manager:

Go to Settings > Associate App > General Settings, and in the Capabilities area, select the Offline Mode checkbox.

To enable the Offline Orders tab in NewStore Omnichannel Manager and list all offline orders, see Viewing offline orders.

Configuring Offline Mode in fiscal countries

Permission required

This action can be performed by users with the Manage Associate App permission.

Important

Only users with the Admin role or the Manage Associate App permission assigned to them can enable this feature for your business. When enabling the feature, they are also required to acknowledge and accept the risk and liability associated with processing offline orders without fiscalization in place.

If required for your business, you can configure the use of Offline Mode in Associate App for specific fiscal countries. When using the app offline, orders are processed according to the configured fiscal signing strategy for the originating store's country.

The fiscal signing strategies vary between the supported fiscal countries based on the rules and regulations of each country. You can find a detailed explanation of each signing strategy's behavior in the Manage Offline Mode Settings In Fiscal Countries configuration page in the Omnichannel Manager.

To ensure the validity of the specified taxes for orders created in offline mode in fiscal countries, tax recalculation is performed for all such offline orders. This is done while the orders are being uploaded to the NewStore platform.

  • The taxes of the order is recalculated while respecting the following:

    • The net and tax amounts of the items may be modified.

    • The gross amount of the items should not be modified.

    • The gross amount paid for the order should not be modified.

  • In the scenario of external tax provider failures (such as network issues, or the external tax provider being down)

    • An error message is displayed to the associate explaining the reason of the failure.

    • The associate can retry uploading the order via Associate App.

Note

Offline orders tax recalculation uses the tax strategy configured for your business or the specific store. For more information see the Configuring tax calculation settings.

Enabling Offline Mode in specific fiscal countries

Note

Only users with the Admin role or the Manage Associate App permission assigned to them can enable this feature for your business.

To enable Offline Mode support for fiscal countries:

  1. Log into NewStore Omnichannel Manager and go to Settings > Associate App > General Settings.

  2. In the Capabilities area, select the Offline Mode checkbox to enable the feature globally for your business.

  3. Click Save.

  4. Click on the now active Manage Fiscal Offline Settings link to open the fiscal settings configuration view.

  5. Select the desired fiscal signing strategy from the list of possible strategies for each supported country.

  6. Click Save.

Configuring Adyen payment devices to accept offline payments

To set up Adyen payment devices or terminals to accept offline payments via NewStore Associate App, contact Adyen support and request to enable Standalone Mode for the terminals.

Important

For standalone payments, use supported terminals with a built-in printer, such as:

  • S1F2

  • V210

  • V400c Plus

  • V400m

As a NewStore customer, if you use terminals that do not have a built-in printer, such as the e285, e355, and V400m, request Adyen support to disable receipt printing for these terminals when enabling offline payments.

Enabling offline catalogs

Product validation in offline mode can be enabled to avoid the risk of scanning or entering a wrong UPC or SKU.

Note

If this configuration is enabled, Associate App downloads a compressed version of the catalog after a user logs in. The app downloads the catalog again only when the local catalog is out of date.

To enable this feature:

  1. Offline catalog is generated automatically once a day, make sure you imported all needed items 24h before.

  2. Use the Update app configuration method to set capabilities > offline_mode_catalog_backup to true. This configures the app to download the offline catalog daily.

Related topics

Enabling offline prices

Offline prices can be used to avoid the risk of scanning or entering a wrong price for an item when the app is offline.

This feature is enabled for your business by default, together with Using NewStore Associate App when offline. However, the prerequisite for offline prices is importing prices at least once beforehand.

Note

Associate App downloads a compressed version of the price data after an associate logs into the app. The app updates the price data with a fresh download only when the local copy of the data is out of date.

To disable this feature:

  1. Use the Update app configuration method.

  2. Set capabilities > offline_mode_prices_backup to false.

Related topics