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Master Data

summary

After reading this, you can keep your own and your PosOperators' master data up to date and explain why that is important.

Why master data matters​

The master data of a company is essential in the fiskaltrust.Portal:

  • Accounting between fiskaltrust and you as a PosDealer requires complete and verified master data.
  • Signing devices and services: to set up and use them, PosDealers and PosOperators need at least one of their tax identification numbers. For more information, see Signing devices and services.
  • Authentication towards fiscal authorities or third-party integrations requires the tax registration numbers.

Outlets are the locations of a PosOperator's business, for example shops, event locations, or production, distribution and administration sites. Check the outlet data, because:

  • Tax regulations in some countries require exact data on the primary outlet and further outlets.
  • Shipping hardware via the fiskaltrust.Portal requires exact address details.

Which data to check​

  • Company master data: check it for completeness and use the available check mechanisms. Country-specific check mechanisms verify, depending on the legal situation and the technical equipment of the fiscal administration, whether an entered value meets the formal requirements. Depending on the country, when a PosOperator is registered for the first time, further master data can be retrieved from the relevant authority and checked by entering a tax number.
  • User data (user menu at the top right > Edit profile): only needed for using the fiskaltrust.Portal. For data protection reasons, you can use function designations (like fiscalizing) or fictitious names instead of real names. The e-mail address, however, must be real and working, because it is used to sign in to the fiskaltrust.Portal. To avoid real names, use a functional address (like fiscalizing@PosOperator.TLD).
  • PosOperators' master data: check it for completeness and correctness in the same way as your own.

The following sections show how to check your own master data. After you have done this and invited your PosOperators, switch to each PosOperator's account and check their master data the same way. For more information, see Surrogating.

Check the master data​

Preview​

Master data page in the fiskaltrust.Portal with the company fields, the tax identification number fields and the Data Check buttons

Figure 1. Master data page in the fiskaltrust.Portal.

StepDescription
Number 1In the fiskaltrust.Portal, choose Company info > Master data.
Number 2Check that the fields marked with * contain correct and complete data.
Number 3Check the tax identification numbers against the explanations below the data fields. Observe the notes on notation, such as the number of digits and the omission of spaces, and whether one or more values are required; this varies from country to country.
Number 4Check the entered values with Data Check to the right of the data fields.

Table 1. Steps to check and complete the master data.

Data check resultMeaning
Data Check symbol for an unchecked valueThe value in the data field has not been checked yet.
Data Check symbol for an invalid valueThe value is invalid. Hover over the symbol to see the description, change the value accordingly and run the data check again.
Data Check symbol for a valid valueThe value is valid. This does not protect against duplicates.

Table 2. Data check result symbols and their meaning.

Check the outlets​

Outlet numbers
  • Outlet number 1 is assigned automatically when an account is created in the fiskaltrust.Portal.
  • Outlet number 2 is not available.
  • When you create an outlet manually, you can set the Outlet number yourself.
  • Once an Outlet number has been set, it cannot be changed.

Outlets​

Outlets page in the fiskaltrust.Portal with the primary outlet, the CSV import controls, the button to add an outlet and the Edit button of an outlet marked 1 to 7

Figure 1. Outlets page in the fiskaltrust.Portal.

StepDescription
Number 1Choose Company info > Outlets and check the existing values.
Number 2If several outlets are missing, choose Download demo CSV file.
Number 3Open the CSV file, add the values and save it. Go back to Company info > Outlets in the fiskaltrust.Portal and select the file with Choose under Import CSV file.
Number 4Choose Import. The data is checked and listed on the Bulk import of outlets page. Choose Proceed with valid outlets.
Number 5If only a single outlet is missing, choose +Add new outlet.
Number 6Edit Primary Outlet changes the address values that you have checked in Company info > Master data.
Number 7To change the data of an outlet, choose Edit.

Table 1. Steps to check and edit outlets.

Edit outlets​

Preview​

Edit outlet page in the fiskaltrust.Portal with the mandatory address fields, the Outlet number field, the Outlet Logo upload and the Save button marked 2 to 5

Figure 1. Edit outlet page in the fiskaltrust.Portal.

To open the page, choose Company info > Outlets and choose Edit for the outlet you want to check or edit.

StepDescription
Number 2The address data is relevant for the automated invoice generation between PosDealer and PosOperators and for the digital receipt.
Number 3You can set the Outlet number when you create the outlet manually, but you cannot change it afterwards.
Number 4Under Outlet Logo, choose Select Image File to upload an image that customizes the digital receipts of this outlet.
Number 5Choose Save to save your changes, or Cancel to return to Company info > Outlets.

Table 1. Fields and buttons of the Edit outlet page, shown in Figure 1.