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PosDealer Onboarding Guide

summary

After reading, you know the onboarding steps from your initial account setup to a successful PosOperator rollout.

As a PosDealer, you deploy compliant fiscalization solutions by connecting the POS systems of PosCreators with the daily operations of PosOperators.

PartyResponsibility
fiskaltrustProvides the fiscalization infrastructure.
PosCreatorDelivers the technical integration.
PosDealerConfigures, deploys and supports compliant systems for PosOperators.

Table 1. Responsibilities in a fiskaltrust rollout.

In some cases, a PosCreator also takes on the commercial role of a PosDealer.

Work through the following checklist in order. Completing each step helps ensure a smooth, compliant and scalable deployment for your customers.

1. Account and roles​

Check your initial configuration in the fiskaltrust.Portal:

  1. Complete the Registration. Your fiskaltrust account is created in the Portal.
  2. Make sure the PosDealer role is assigned. Assign the PosCreator role only if you implemented your own POS system. For more information, see How to activate a role.

2. Invitation process​

Connect your customer (PosOperator):

  1. Send the account link to the new PosOperator through the invitation process. For more information, see Invitation process.
  2. To check the status, open PosDealer > PosOperators in the Portal. When the link is marked as Active, the PosOperator is connected.
tip

To manage PosOperators on their behalf, see Surrogating.

3. PosOperator role and master data​

Check that the PosOperator account is configured as follows:

  • The PosOperator role is assigned. For more information, see Company Roles.
  • The tax number and address are entered correctly. To validate them, open Company info > Master data, go to the tax number, and check that the Data Check (blue checkmark) on the right is present. For more information, see Master Data.

4. PosOperator architecture​

Set up the environment of the PosOperator:

  1. Introduce the PosOperator to the fiskaltrust architecture. For more information, see Architecture.
  2. Create the PosOperator's locations in Company info > Outlets > +Add new outlet.
  3. For each location, assign cash registers, add SCUs, and link products or entitlements.

5. Technical implementation​

Align on rollout and technical requirements:

  • Discuss the technical implementation needs. For more information, see Rollout Scenarios.
  • Clarify the required products and service packages. For more information, see Product overview.

6. Procurement and subscription​

Make sure you understand the procurement process through Entitlements and Business Rollout. For more information, see Overview - Buy & Resell.

7. Contracts​

Receive and sign the Contract Partner Agreement (VPA). For more information, see Volume purchase agreement.

8. Knowledge and documentation​

Know where to find help:

  • Knowledge articles in the Portal: Help > Knowledge articles (direct link).
  • The fiskaltrust documentation: Help > Documentation, or docs.fiskaltrust.eu.