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39 docs tagged with "Portal"

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Business Model

How the partner-based fiskaltrust business model works and what it offers PosDealers, PosCreators, and PosOperators.

Cases

Viewing and following up support cases created by the Customer Success Team in the Help section of the fiskaltrust.Portal.

Cashbox

What a CashBox configuration contains, how to find its CashBoxID and AccessToken, and how to create, configure, and rebuild CashBoxes in the portal.

CashBox failures

How to analyze CashBox failures remotely in the fiskaltrust.Portal Metrics section, and why offline mode or telemetry opt-out disables it.

CloudCashbox

What the hosted CloudCashbox is, how to order and create CloudCashboxes in the fiskaltrust.Portal, and how to migrate existing CashBoxes to it.

Company Roles

The four company roles in the fiskaltrust.Portal, what each one can do, and how to activate or deactivate a role.

Configuration

Core Middleware configuration in the fiskaltrust.Portal — Queues, journals, notifications — with links to scenarios for Austria, Germany, France and Italy.

Digital Receipt

Preparations PosDealers and PosOperators need for digital receipts, general and per country, plus how to evaluate digital receipt retrievals.

Downloads

Finding contracts, general information such as SLA and price lists, and exports in the fiskaltrust.Portal, and creating exports.

Exports

How PosDealers and PosOperators create and download data exports (CSV, XML, country-specific formats) for queues in the fiskaltrust.Portal.

fiskaltrust.Terminology

Glossary of fiscal and technical terms used in the fiskaltrust.Portal and documentation for PosCreators, PosDealers and PosOperators.

Introduction

Introduction to the PosDealer documentation — sections on business basics, getting started, buy/resell, technical operations, and information sources.

Invitation process

Inviting a single PosOperator or bulk-inviting several via CSV in the Portal, managing invitations and handling errors.

Knowledge Base

Browsing and rating knowledge base articles in the Help section of the fiskaltrust.Portal before contacting support.

Management Portal

Tasks PosDealers perform in the fiskaltrust.Portal — account, operator and data management, surrogating, CashBox maintenance and the shop.

Manual CashBox Creation

Step-by-step manual creation of an SCU, Queue, CashBox, and optional Helper in the fiskaltrust.Portal, then downloading and deploying the CashBox.

Master Data

Why complete master data matters and how to check company data, tax numbers and outlets in the fiskaltrust.Portal.

Onboarding PosDealers

How PosCreators invite PosDealers in the fiskaltrust.Portal, create and assign PosSystems, and prepare pilot installations and rollout.

Onboarding Process

The phased onboarding journey across PosCreators, PosDealers and PosOperators, from portal registration to deployment and rollout.

Operation Modes

Middleware components and configuration for France, managed via the French fiskaltrust.Portal at portal.fiskaltrust.fr.

Overview - Business Basics

Introduction to the PosDealer business basics section — supported countries, services, the Portal, the Middleware and prerequisites.

Overview - Buy & Resell

How PosDealers buy entitlements and resell fiskaltrust products, including credit limits, volume purchase agreements and price lists.

Overview - Getting Started

Overview of the PosDealer getting started section — sandbox, registration, authorizations, operator onboarding and the first CashBox.

Overview - Information Sources

Where PosDealers find help and resources — knowledge base, support cases, downloads, third-party partner status, news, videos, and webinars.

Portal Registration

Registering a PosCreator account in the live or sandbox fiskaltrust.Portal, with portal URLs per country and the cooperation agreement.

PosDealer Onboarding

Step-by-step PosDealer onboarding checklist from account and roles through operator invitations, architecture, procurement and contracts.

Registration

Registering a company in the fiskaltrust.Portal, resetting passwords, inviting employees and managing user rights, with troubleshooting.

Rollout Plans

Using Business Rollout plans in the Portal to buy, transfer and activate entitlements for multiple PosOperators and outlets at once.

Sandbox

What the fiskaltrust Sandbox offers for testing and demos, how it differs from the live system, and its URLs per market.

Services

fiskaltrust product portfolio for PosDealers — Middleware, Portal, revision-safe receipt archive, exports, hosted Middleware and signing.

Setup & testing

Prerequisites, Portal activation and sandbox validation for eInvoicing in Austria, with an end-to-end request example.

Setup & testing

Prerequisites for eInvoicing in Germany, how to enable it in the fiskaltrust.Portal, and how to validate the flow in a sandbox.

Setup & testing

Prerequisites, Portal activation and sandbox validation for eInvoicing in France, with an end-to-end example.

Shop

Buying products and entitlements manually in the Portal shop, transferring them to PosOperator outlets, and finding orders and invoices.

Shop Templating

How to create, clone, and edit CashBox templates in the fiskaltrust.Portal and create CashBoxes from a shop template.

Status of third-party partners

Where PosDealers find the connection status of third-party partners set up in the fiskaltrust.Portal, with details for Austria, France, and Germany.

Subscription management

Managing PosOperator subscriptions in the Portal — automatic and manual annual renewals and cancellation.

Surrogating

Prerequisites and steps for PosDealers to act on behalf of a PosOperator in the Portal, using a master data check as example.

Updating

How to bulk update CashBox packages and configurations in the fiskaltrust.Portal, control updates, and restart the Middleware afterwards.