Rollout Plans

summary

After reading this, you can buy or transfer selected entitlements most easily.

Introduction

For the scaled rollout of fiskaltrust products, you as PosDealer use the rollout management as described under Getting-Started / My First CashBox. The Rollout Management consists of two types of plans:

Business Rollout

The business rollout simplifies acquiring entitlements, transferring them to the PosOperators outlets or queues and activating (generating) them for the PosOperator. You do not have to switch to the PosOperator's account to move and activate the products. The system will automatically select the required products for the chosen Business Rollout plan. This plan reduces the risk of an incorrect composition of the shopping basket. This can be done for multiple PosOperators and outlets or queues at the same time.

This sketch shows the process :

Austria

For this setup, we choose a fiskaltrust.Carefree plan. The fiskaltrust.Carefree plan will create a Carefree bundle including an OnlineSignature SCU. For a quick tutorial, we refrain from choosing a PosOperator and its outlets but assign the bundle to your account and outlet.

To start the Business rollout, log into your portal account and proceed with the following steps.

1. Open your the rollout management page from Rollout Management / Plan (Sandbox link) in the left-hand navigation menu.
2. Select Business Rollout - Rolling out products.
3. Filter for CloudCashbox.
4. Select the plan 4154-0005. This plan will create a Carefree bundle and a CloudCashbox for immediate use.
5. Instead of selecting a PosOperator, choose Perform the rollout for the current account on top.
6. Tick the desired outlet where you would like to roll out the product.
7. Click Submit Selection.
8. Click Create quote - this will take a few seconds. Once the quote is ready, the button will change to Load quote into cart.
9. Click Load quote into cart to place the quote into your shopping cart.
10. Verify that the items in your shopping cart match the selected products.
11. Click Checkout.
12. Click binding order to complete the order.

---

At this point, should have the order listed under Shop / Orders. Finishing the order can take a couple of minutes, but once it has been completed, there should be the following items active in your account

• a new queue under Configuration / Queue
• a new CashBox under Configuration / CashBox
• two new demo subscriptions under Shop / Subscriptions
• the 'Carefree' column for the selected outlet under Company Name / Outlets shows a symbol for an active Carefree subscription.

France

The Business rollout used in this tutorial will acquire entitlements, transfer them to the PosOperators outlets, activate them and eventually create necessary backend components for the CashBox (in this case, a fully operational CashBox).

For this setup, we choose a fiskaltrust.ChaîneCloud plan. The fiskaltrust.ChaîneCloud plan will create a ChaîneCloud. For a quick tutorial, we refrain from choosing a PosOperator and its outlets but assign the ChaîneCloud to your account and outlet.

To start the Business rollout, log into your portal account and proceed with the following steps.

caution

Please ensure the outlet selected in step 6 has a valid SIRET code configured before you create the CashBox.

1. Open your the rollout management page from Rollout Management / Plan (Sandbox link) in the left-hand navigation menu.
2. Select Business Rollout - Rolling out products.
3. Filter for ChaîneCloud.
4. Select the plan 4652-0005. This plan will create a ChaîneCloud for immediate use.
5. Instead of selecting a PosOperator, choose Perform the rollout for the current account on top.
6. Tick the desired outlet where you would like to roll out the product.
7. Click Submit Selection.
8. Click Create quote - this will take a few seconds. Once the quote is ready, the button will change to Load quote into cart.
9. Click Load quote into cart to place the quote into your shopping cart.
10. Verify that the items in your shopping cart match the selected products.
11. Click Checkout.
12. Click binding order to complete the order.

---

At this point, should have the order listed under Shop / Orders. Finishing the order can take a couple of minutes, but once it has been completed, there should be the following items active in your account

• a new queue under Configuration / Queue
• a new CashBox under Configuration / CashBox
• a new SCU under Configuration / Signature creation unit
• a new demo subscriptions under Shop / Subscriptions

Germany

The Business rollout used in this tutorial will acquire entitlements, transfer them to the PosOperators outlets, activate them and eventually create necessary backend components for the CashBox (in this case, an SCU).

For this setup, we choose a fiskaltrust.Carefree plan with a Swissbit TSE. The fiskaltrust.Carefree plan will create a Carefree and TSE-as-a-Service bundle and automatically generate and assign a Swissbit TSE to your account. Using an online TSE means no further hardware provisioning steps are required from your side. For a quick tutorial, we refrain from choosing a PosOperator and its outlets but assign the bundle to your account and outlet.

To start the Business rollout, log into your portal account and proceed with the following steps.

1. Open your the rollout management page from Rollout Management / Plan (Sandbox link) in the left-hand navigation menu.
2. Select Business Rollout - Rolling out products.
3. Filter for swissbit cloud and limit entries to Dealerpackage based plans.
4. Select the plan 4445-0008. This plan will create an SCU with a Swissbit Cloud TSE.
5. Select Perform the rollout for the current account.
6. Tick the desired outlet where you would like to roll out the Middleware.
7. Click Submit Selection.
8. Click Create quote - this will take a few seconds. Once the quote is ready, the button will change to Load quote into cart.
9. Click Load quote into cart to place the quote into your shopping cart.
10. Verify that the items in your shopping cart match the selected products.
11. Click Checkout.
12. Click binding order to complete the order.

---

At this point, should have the order listed under Shop / Orders. Finishing the order can take a couple of minutes, but once it has been completed, there should be the following items active in your account

• two new demo subscriptions under Shop / Subscriptions
• a new SCU for a Swissbit Cloud TSE under Configuration / Signature Creation Unit

Review successful completion

Select Company Name / Outlets. Filter the outlet table by entering a search term or sort the outlets by clicking on one of the table headings. For example, in the Carefree and AKO columns, you can check whether these products are activated. The following image shows an example of activating the fiskaltrust.CarefreeBundle for the selected location:

Technical Rollout (generate the CashBox)

The second step is the Technical rollout which will use a template to create a new CashBox and a new Queue. It will also link the previously created SCU (from the Business rollout) to the new Queue.

We choose a rollout plan based on a Swissbit template for this setup. This plan will create a new queue, a new CashBox, and link the previously created SCU.

To start the Technical rollout log into your portal account and proceed with the following steps.

1. Open your the rollout management page from Rollout Management / Plan (Sandbox link) in the left-hand navigation menu.
2. Select Technical Rollout - Creating cashboxes at scale.
3. Filter for fiskaltrust Middleware für Swissbit Cloud TSE.
4. Select the plan fiskaltrust Middleware für Swissbit Cloud TSE.
5. Select Perform the rollout for the current account.
6. Tick the same outlet you chose before during the Business rollout.
7. Click Submit Selection.
8. Click Create quote - this will take a few seconds. Once the quote is ready, the button will change to Load quote into cart.
9. Click Load quote into cart to place the quote into your shopping cart.
10. Verify that the items in your shopping cart match the selected products.
11. Click Checkout.
12. Click binding order to complete the order.

---

At this point, should have the order listed under Shop / Orders. Finishing the order can take a couple of minutes, but once it has been completed, you should have

• a new queue under Configuration / Queue
• a new CashBox under Configuration / CashBox

Technical Rollout

You, as a PosDealer, can use the technical rollout to create the technical components of CashBoxes for the selected PosOperator and outlet.

Benefits of using a rollout plan

Saving time

Rollout plans allow you as a PosDealer or your team members to rapidly create the key elements.
You generate more time for making adjustments to meet the specific requirements of each PosOperator and their different demands.

Improving communication

With rollout plans, you clearly can define which action steps designated team members have to take during different rollout phases. You gain more flexibility to achieve your revenue and customer satisfaction goals.

Decreasing stress

Rollout plans make it easier to identify the critical elements of each phase in the rollout. In the case of bug fixes, you get fast insight into the actual status.

Increasing buy-in

Focusing on rollout plans gives you a helping hand in explaining which products you offer and why. This focus can boost the sales process with your PosOperators.

Improving organization

Using rollout plans will support you as a PosDealer with a well-organized rollout strategy.

Further information

Please check the offers at Rollout Management in your account. Please note that differences between the productive system and the sandbox are likely. The content in the sandbox is available to test new features for fiskaltrust and friendly customers.