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 :

Figure 1. Process of the business rollout for acquiring and activating entitlements.

Austria

This example uses a fiskaltrust.Carefree plan. The plan creates a Carefree bundle, including an OnlineSignature SCU, and a CloudCashbox for immediate use. To keep the tutorial short, you roll out the bundle to your own account and outlet instead of to a PosOperator.

1. Sign in to the Sandbox Portal.
2. In the left-hand navigation menu, click Rollout management.
3. On the Business Rollout card (Rolling out products), click Choose.
4. On the Select Product page, search for CloudCashbox.
5. On plan 4154-0005, click Choose.
6. On the Select PosOperators page, select your own account, marked My Account, and click Rollout 1 PosOperators.
7. On the Select Outlet page, select the outlet where you want to roll out the product and click Rollout 1 outlets.
8. On the Summary page, check the plan and the outlet, enter a name under Define a name for the quote, and click Create quote & go to basket. Creating the quote takes a few seconds.
9. In the shopping cart, verify that the items match the selected products and click Checkout.
10. Click Order bindingly to complete the order.

The order is listed under Shop > Orders. Completing the order can take a few minutes. After that, the following items are active in your account:

Item	Location in the Portal
A new Queue	Configuration > Queues
A new CashBox	Configuration > CashBoxes
Two new demo subscriptions	Shop > Subscriptions

Table 1. Items created by the Business Rollout.

Belgium

info

Country-specific details in progress.

France

The Business Rollout acquires entitlements, transfers them to the PosOperator's outlets, activates them and creates the backend components for the CashBox. In this example, the result is a fully operational CashBox.

This example uses a fiskaltrust.ChaîneCloud plan, which creates a ChaîneCloud. To keep the tutorial short, you roll out the ChaîneCloud to your own account and outlet instead of to a PosOperator.

caution

The outlet you select in step 7 must have a valid SIRET code configured before you create the CashBox.

1. Sign in to the Sandbox Portal.
2. In the left-hand navigation menu, click Rollout management.
3. On the Business Rollout card (Rolling out products), click Choose.
4. On the Select Product page, search for ChaîneCloud.
5. On plan 4652-0005, click Choose.
6. On the Select PosOperators page, select your own account, marked My Account, and click Rollout 1 PosOperators.
7. On the Select Outlet page, select the outlet where you want to roll out the product and click Rollout 1 outlets.
8. On the Summary page, check the plan and the outlet, enter a name under Define a name for the quote, and click Create quote & go to basket. Creating the quote takes a few seconds.
9. In the shopping cart, verify that the items match the selected products and click Checkout.
10. Click Order bindingly to complete the order.

The order is listed under Shop > Orders. Completing the order can take a few minutes. After that, the following items are active in your account:

Item	Location in the Portal
A new Queue	Configuration > Queues
A new CashBox	Configuration > CashBoxes
A new SCU	Configuration > Signature creation unit
A new demo subscription	Shop > Subscriptions

Table 1. Items created by the Business Rollout.

Germany

This example uses a fiskaltrust.Carefree plan. The plan creates a Carefree bundle, including an OnlineSignature SCU, and a CloudCashbox for immediate use. To keep the tutorial short, you roll out the bundle to your own account and outlet instead of to a PosOperator.

1. Sign in to the Sandbox Portal.
2. In the left-hand navigation menu, click Rollout management.
3. On the Business Rollout card (Rolling out products), click Choose.
4. On the Select Product page, search for CloudCashbox.
5. On plan 4445-0019, click Choose.
6. On the Select PosOperators page, select your own account, marked My Account, and click Rollout 1 PosOperators.
7. On the Select Outlet page, select the outlet where you want to roll out the product and click Rollout 1 outlets.
8. On the Summary page, check the plan and the outlet, enter a name under Define a name for the quote, and click Create quote & go to basket. Creating the quote takes a few seconds.
9. In the shopping cart, verify that the items match the selected products and click Checkout.
10. Click Order bindingly to complete the order.

The order is listed under Shop > Orders. Completing the order can take a few minutes. After that, the following items are active in your account:

Item	Location in the Portal
A new Queue	Configuration > Queues
A new CashBox	Configuration > CashBoxes
Two new demo subscriptions	Shop > Subscriptions

Table 1. Items created by the Business Rollout.

Greece

info

Country-specific details in progress.

Italy

info

Country-specific details in progress.

Poland

info

Country-specific details in progress.

Portugal

info

Country-specific details in progress.

Spain

info

Country-specific details in progress.

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.