24 docs tagged with "Onboarding"

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

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

Answers to common InStore App questions on setup, POS integration, existing integrations, loyalty, payment, fiscalization and development.

The two routes for bringing a POS system to the Portuguese market — using the fiskaltrust certificate or certifying your own solution.

Checklist of required steps per market for PosCreators — sandbox and production accounts, API implementation, certification and dealer connection.

Overview of the stages a PosCreator goes through to integrate fiskaltrust.Middleware, with a tutorial video and presentation slides.

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

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

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

Creating a first CashBox as a PosDealer with a Business Rollout plan or manual configuration, then running a test request.

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

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

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

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

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

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

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

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

Route 1 in Portugal — integrating with the AT-certified fiskaltrust.CloudCashBox (certificate 3535), what to build, what not to, and onboarding steps.

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

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

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

Where to find fiskaltrust video walkthroughs, product demonstrations, and recorded webinars on the fiskaltrust YouTube channel.

How PosDealers join and take part in free fiskaltrust webinars, with links to country-specific webinar information for Austria, France, and Germany.