Introduction
This documentation is for cash register dealers (PosDealers). It covers the fiskaltrust-recommended steps to purchase, resell, roll out and support fiskaltrust products at your customers (PosOperators).
For the terms used throughout, see Terminology.
Prerequisites
Before you roll out a POS system at a PosOperator, make sure the following is in place:
| Requirement | Details | Reference |
|---|---|---|
| fiskaltrust.Portal account (Sandbox) | Register your company yourself or accept an invitation from your PosCreator. Sandbox and live system are separate; you need a separate account for each. | Registration, Sandbox |
| PosDealer company role | Activate only the roles that apply to your business case; each role entails different contractual requirements and obligations. | Company Roles |
| Integrated PosSystem | A PosCreator must have integrated the PosSystem in the fiskaltrust.Portal. Check PosSystems in your PosDealer account to confirm a PosSystemId is available. | My First Cashbox |
| Complete master data | Master data must be complete, match the registration with the tax authorities, and include at least one outlet. | Master Data |
| Internet connection | Required by the Middleware. | Network Requirements |
| Supported environment | Only for a local Middleware installation: the system must meet the hardware and software requirements. | Supported Environments |
| SSCD components | Hardware or SaaS credentials required for the setup, unless created during the setup itself. | Signing devices and services |
Table 1. Prerequisites for a first rollout.
To buy and resell fiskaltrust products in the live system, activate the PosDealer role. To activate it, you sign the PosDealer Contract, the cooperation agreement for PosDealers. For more information, see Activate a role and Overview - Buy & Resell.
Run all first steps in the Sandbox. Sandbox signatures are for testing only, are not fiscally compliant and must never be used on a production system.
Recommended path
- Learn the business basics. Read how fiskaltrust's business model, services, supported countries and the fiskaltrust.Portal work. Start at the Business Basics Overview.
- Set up the Sandbox. Register a Sandbox account free of charge and activate the PosDealer role. For more information, see Sandbox and Registration.
- Onboard a PosOperator. Invite a PosOperator, or act on their behalf by surrogating, and verify their master data. For more information, see Operator Onboarding.
- Create your first CashBox. Use a Rollout Plan (recommended) or a manual configuration, then run a test request. For more information, see My First Cashbox.
- Plan purchasing. Buy Entitlements and transfer them to PosOperators. If you plan to buy ten or more product bundles, consider a volume purchase agreement. For more information, see Overview - Buy & Resell.
- Roll out and operate. Choose a rollout scenario, automate rollouts with templates, and set up monitoring and maintenance. For more information, see Overview - Technical Operations.
Documentation sections
| Section | Contents | Start here |
|---|---|---|
| Business Basics | Business model, customer roles, services, supported countries, architecture, fiskaltrust.Portal, Fair Use Policy. | Overview |
| Getting Started | Sandbox, registration, company roles, PosDealer onboarding, PosOperator onboarding (invitation, surrogating, master data), first CashBox. | Overview - Getting Started |
| Buy & Resell | Entitlements, credit limit, volume purchase agreements, rollout plans, Shop, subscription management, products and bundles. | Overview - Buy & Resell |
| Technical Operations | Rollout scenarios, Middleware launchers and configuration, PosSystem API platforms, rollout automation, troubleshooting, maintenance and exports. | Overview - Technical Operations |
| Information Sources | Knowledge base, support cases, downloads, third-party partner status, news, videos, webinars, contacting support, using and creating this documentation. | Overview - Information Sources |
Table 2. Sections of the PosDealer documentation.
Recommended reading by role
This documentation is for all PosDealer employees who work with fiskaltrust products. Most content is technical or business-related; individual sections are also relevant for other audiences, for example legal departments.
| Reader group | Business Basics | Getting Started | Buy & Resell | Technical Operations | Information Sources |
|---|---|---|---|---|---|
| Project managers and support staff | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Rollout technicians and testers | ✔️ | ✔️ | — | ✔️ | ✔️ |
| Procurement, sales and account managers | ✔️ | — | ✔️ | — | — |
| Legal department | ✔️ | — | ✔️ | — | — |
Table 3. Recommended reading sections per PosDealer reader group.
When something goes wrong
Work through the steps of the Troubleshooting Guide in order. Table 4 maps common problems to the page that resolves them.
| Problem | Where to look | Action |
|---|---|---|
| Middleware or related services have no internet connection | Network troubleshooting | Check the network requirements, then work through the DNS, network, SSL and Queue/SCU connection checks. |
| CashBox requests fail | CashBox failures | Check the CashBox status and failure logs in the fiskaltrust.Portal. |
| Purchase or rollout blocked by the credit limit | Credit limit | Settle open invoices, or contact fiskaltrust to request a higher credit limit. |
| A PosOperator or employee forgot their password | Reset password | On the sign-in screen of the fiskaltrust.Portal, click Forgot password?, solve the CAPTCHA if displayed, enter your e-mail address and select Send link. Follow the link in the e-mail and set a new password. |
| Problem not solved by the steps above | Contacting support | Contact the fiskaltrust Customer Success Team at your country-specific address and track the request under Cases. |
Table 4. Common problems and where to resolve them.
The fiskaltrust Customer Success Team handles requests from PosDealers and PosCreators. PosOperators are referred to their PosDealer.