How to Set Up a PDQ (Payment Terminal) on BOB CRM

How to Set Up a PDQ (Payment Terminal) on BOB CRM

This guide explains how to configure a Dejavoo PDQ terminal within BOB CRM and link it with your POS system for seamless payment processing. Follow the steps below to ensure a successful setup and integration with iPOS.

Step 1: Navigate to PDQ Settings in BOB CRM

  1. Open BOB CRM.

  2. Go to the menu:
    Info > PDQ > PDQ Legacy View > Add PDQ

(Refer to screenshots below for guidance)

To set up PDQ (Payment Terminal) on BOB CRM follow below setups:

1. Open BOB CRM and navigate to Info > PDQ > PDQ Legacy view > Add PDQ













Step 2: Add PDQ Details

After clicking Add PDQ, a form will appear. Complete each field as outlined below:



FieldDescriptionExample / Source
PDQ TypeSelect the terminal type from the dropdown.Choose Dejavoo
Payment ModeDefault selection should remain unchanged.PDQ Terminal
Serial NumberEnter the serial number found on your Dejavoo device.From device label
Merchant IDEnter the TPN number from iPOS.Found in iPOS under Merchant details
Payment TypeChoose the payment type.Credit
PrinterEnable printing capability.Select YES
SignatureEnable signature capture.Select YES
TokenRetrieve from iPOS → Merchant → TPN → Edit Param → Integration → Auth TokenCopy the token value
Auth KeyRetrieve from iPOS → Merchant → TPN → Edit Param → Integration → Auth KeyCopy the key value

Below is the attached screenshots for your reference:

FieldDescriptionExample / Source
PDQ Type- Select the terminal type from the dropdown.Choose Dejavoo



Payment Mode- Default selection should remain unchanged.PDQ Terminal




Serial NumberEnter the serial number found on your Dejavoo device.From device label




Merchant ID- Enter the TPN number from iPOS.Found in iPOS under Merchant details

To Get the Merchant ID from iPOS, Follow the Steps Below:

  • Log in to the iPOS portal.
  • From the left-hand menu, click on “Merchants.”
  • In the search bar at the top, type the account name (e.g., Zuppler).
  • From the search results, select the desired merchant account and then copy the desired TPN (Merchant ID) and paste it under Merchant ID section on BOB





Payment TypeChoose the payment type.Credit






PrinterEnable printing capability.Select YES
SignatureEnable signature capture.Select YES



TokenRetrieve from iPOS → Merchant → TPN → Edit Param → Integration → Auth TokenCopy the token value





Auth KeyRetrieve from iPOS → Merchant → TPN → Edit Param → Integration → Auth KeyCopy the key value




Step 3: Review and Save

  1. Double-check all entered details for accuracy.

  2. Once confirmed, click ADD to save the new PDQ configuration.



Your Dejavoo payment terminal should now be successfully integrated with BOB CRM.

Step 4: Configure and Connect the PDQ on POS

After the PDQ is configured in BOB CRM, follow these steps to link it with your POS system:

  1. Open the POS application and open Fusion App.

            

  1. Navigate to: Settings > Store Settings > Configured PDQ 

           
     


         

    

    

          

  1. From the list, select the correct terminal by matching the serial number.

           

  1. Click Save to confirm your selection.

           
          


Your POS is now linked to the PDQ terminal, and transactions can be processed seamlessly.

Important:
If the terminal is not configured on the POS, the order screen will still show the Card option to close the order, but it will not actually charge the customer’s card.
Always ensure the correct terminal is selected in the POS settings to avoid this issue.