diff --git a/_markets/at/getting-started/my-first-cashbox/_business.mdx b/_markets/at/getting-started/my-first-cashbox/_business.mdx index f1b5e2cc..b7aa5a59 100644 --- a/_markets/at/getting-started/my-first-cashbox/_business.mdx +++ b/_markets/at/getting-started/my-first-cashbox/_business.mdx @@ -6,16 +6,16 @@ import ReactPlayer from "react-player"
-1. Open your the **rollout management page** from [`Rollout Management` / `Plan`](https://portal-sandbox.fiskaltrust.at/RolloutManagement/Plan) (*Sandbox link*) in the left-hand navigation menu. +1. Open your the **rollout management page** from [`Rollout Management`](https://portal-sandbox.fiskaltrust.at/RolloutManagement/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. +8. Click `Create quote` - *this will take a few seconds. Once the quote is ready, the button will change to `Load quote into basket`.* +9. Click `Load quote into basket` to **place the quote** into your basket. +10. Verify that the items in your basket match the selected products. 11. Click `Checkout`. 12. Click `binding order` to **complete the order**. diff --git a/_markets/at/getting-started/operator-onboarding/master-data/_checking-outlets.mdx b/_markets/at/getting-started/operator-onboarding/master-data/_checking-outlets.mdx index ab6e3330..339c3f33 100644 --- a/_markets/at/getting-started/operator-onboarding/master-data/_checking-outlets.mdx +++ b/_markets/at/getting-started/operator-onboarding/master-data/_checking-outlets.mdx @@ -5,10 +5,10 @@ | Steps | Description | |:---------------------------:|--------------------------------------------------------------------------------------------------------------------------------| -|![Number 1](../../../../../images/numbers/circle-1o.png) |Choose `[COMPANY NAME]` / `Outlets` and control the existing values. | +|![Number 1](../../../../../images/numbers/circle-1o.png) |Choose `Company Info` / `Outlets` and control the existing values. | |![Number 2](../../../../../images/numbers/circle-2o.png) |If several outlets are missing, use `Download demo CSV file`. | -|![Number 3](../../../../../images/numbers/circle-3o.png) |Open the CSV file, add the desired values and save it. Change back to the fiskaltrust.Portal / `[COMPANY NAME]`/ `Outlet` and `Choose file`. | +|![Number 3](../../../../../images/numbers/circle-3o.png) |Open the CSV file, add the desired values and save it. Change back to the fiskaltrust.Portal / `Company Info`/ `Outlet` and `Choose file`. | |![Number 4](../../../../../images/numbers/circle-4o.png) |With `Import`, the data is checked and listed in `Bulk import of Outlets`, where you choose `Proceed with valid outlets`. | |![Number 5](../../../../../images/numbers/circle-5o.png) |If only a single outlet is missing, choose `+Add new Outlet`. | -|![Number 6](../../../../../images/numbers/circle-6o.png) |Please note that `Edit Primary Outlet` changes the address values that you have previously checked under `[COMPANY NAME]` / `Master data`. | +|![Number 6](../../../../../images/numbers/circle-6o.png) |Please note that `Edit Primary Outlet` changes the address values that you have previously checked under `Company Info` / `Master data`. | |![Number 7](../../../../../images/numbers/circle-7o.png) |For changes to the data of an outlet, select `Edit`.| \ No newline at end of file diff --git a/_markets/at/getting-started/operator-onboarding/master-data/_edit-master.mdx b/_markets/at/getting-started/operator-onboarding/master-data/_edit-master.mdx index 2d93c491..015d6a66 100644 --- a/_markets/at/getting-started/operator-onboarding/master-data/_edit-master.mdx +++ b/_markets/at/getting-started/operator-onboarding/master-data/_edit-master.mdx @@ -4,7 +4,7 @@ | Steps | Description | |:---------------------------:|--------------------------------------------------------------------------------------------------------------------------------| -|![Number 1](../../../../../images/numbers/circle-1o.png) |Enter the fiskaltrust.Portal and choose `[COMPANY NAME]` / `Master data` | +|![Number 1](../../../../../images/numbers/circle-1o.png) |Enter the fiskaltrust.Portal and choose `Company Info` / `Master data` | |![Number 2](../../../../../images/numbers/circle-2o.png) |Check the fields marked with * for correct and complete data. | |![Number 3](../../../../../images/numbers/circle-3o.png) |Check the values for tax identification numbers using the explanations arranged below the data fields. Observe the notes on notation, such as the number of digits and the omission of spaces. Also, note the information on whether one or more dates are required, as this varies from country to country. | |![Number 4](../../../../../images/numbers/circle-4o.png) |Then check the entered values with the `Data Check` on the right of the data fields. | diff --git a/_markets/at/getting-started/operator-onboarding/master-data/_edit-outlet.mdx b/_markets/at/getting-started/operator-onboarding/master-data/_edit-outlet.mdx index f4e1a444..77672089 100644 --- a/_markets/at/getting-started/operator-onboarding/master-data/_edit-outlet.mdx +++ b/_markets/at/getting-started/operator-onboarding/master-data/_edit-outlet.mdx @@ -5,7 +5,7 @@ | Steps | Description | |:---------------------------:|--------------------------------------------------------------------------------------------------------------------------------| -|...|Choose `[COMPANY NAME]` / `Outlets` and select `Edit` to control or edit the values of the chosen outlet. | +|...|Choose `Company Info` / `Outlets` and select `Edit` to control or edit the values of the chosen outlet. | |![Number 2](../../../../../images/numbers/circle-2o.png) |Address data are relevant for the automated invoice generation between PosDealer and PosOperators and for the digital receipt. | |![Number 3](../../../../../images/numbers/circle-3o.png) |You can set the `Outlet number` if you create the outlet manually, but you cannot change it afterward. | |![Number 4](../../../../../images/numbers/circle-4o.png) |With `Select Image File`, you can upload an image file to customize the digital receipts for the chosen outlet. | diff --git a/_markets/de/getting-started/my-first-cashbox/_business.mdx b/_markets/de/getting-started/my-first-cashbox/_business.mdx index f3cdf103..dad7068d 100644 --- a/_markets/de/getting-started/my-first-cashbox/_business.mdx +++ b/_markets/de/getting-started/my-first-cashbox/_business.mdx @@ -16,9 +16,9 @@ import ReactPlayer from "react-player" 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. +8. Click `Create quote` - *this will take a few seconds. Once the quote is ready, the button will change to `Load quote into basket`.* +9. Click `Load quote into basket` to **place the quote** into your basket. +10. Verify that the items in your basket match the selected products. 11. Click `Checkout`. 12. Click `binding order` to **complete the order**. @@ -48,16 +48,16 @@ To start the Technical rollout **log into your portal account** and proceed with
-1. Open your the **rollout management page** from [`Rollout Management` / `Plan`](https://portal-sandbox.fiskaltrust.de/RolloutManagement/Plan) (*Sandbox link*) in the left-hand navigation menu. +1. Open your the **rollout management page** from [`Rollout Management`](https://portal-sandbox.fiskaltrust.de/RolloutManagement/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. +8. Click `Create quote` - *this will take a few seconds. Once the quote is ready, the button will change to `Load quote into basket`.* +9. Click `Load quote into basket` to **place the quote** into your basket. +10. Verify that the items in your basket match the selected products. 11. Click `Checkout`. 12. Click `binding order` to **complete the order**. diff --git a/_markets/de/getting-started/operator-onboarding/master-data/_checking-outlets.mdx b/_markets/de/getting-started/operator-onboarding/master-data/_checking-outlets.mdx index 64ba7a30..a21c350b 100644 --- a/_markets/de/getting-started/operator-onboarding/master-data/_checking-outlets.mdx +++ b/_markets/de/getting-started/operator-onboarding/master-data/_checking-outlets.mdx @@ -6,10 +6,10 @@ | Steps | Description | |:---------------------------:|--------------------------------------------------------------------------------------------------------------------------------| -|![Number 1](../../../../../images/numbers/circle-1o.png) |Choose `[COMPANY NAME]` / `Outlets` and control the existing values. | +|![Number 1](../../../../../images/numbers/circle-1o.png) |Choose `Company Info` / `Outlets` and control the existing values. | |![Number 2](../../../../../images/numbers/circle-2o.png) |If several outlets are missing, use `Download demo CSV file`. | -|![Number 3](../../../../../images/numbers/circle-3o.png) |Open the CSV file, add the desired values and save it. Change back to the fiskaltrust.Portal / `[COMPANY NAME]`/ `Outlet` and `Choose file`. | +|![Number 3](../../../../../images/numbers/circle-3o.png) |Open the CSV file, add the desired values and save it. Change back to the fiskaltrust.Portal / `Company Info`/ `Outlet` and `Choose file`. | |![Number 4](../../../../../images/numbers/circle-4o.png) |With `Import`, the data is checked and listed in `Bulk import of Outlets`, where you choose `Proceed with valid outlets`. | |![Number 5](../../../../../images/numbers/circle-5o.png) |If only a single outlet is missing, choose `+Add new Outlet`. | -|![Number 6](../../../../../images/numbers/circle-6o.png) |Please note that `Edit Primary Outlet` changes the address values that you have previously checked under `[COMPANY NAME]` / `Master data`. | +|![Number 6](../../../../../images/numbers/circle-6o.png) |Please note that `Edit Primary Outlet` changes the address values that you have previously checked under `Company Info` / `Master data`. | |![Number 7](../../../../../images/numbers/circle-7o.png) |For changes to the data of an outlet, select `Edit`.| \ No newline at end of file diff --git a/_markets/de/getting-started/operator-onboarding/master-data/_edit-master.mdx b/_markets/de/getting-started/operator-onboarding/master-data/_edit-master.mdx index 2d93c491..015d6a66 100644 --- a/_markets/de/getting-started/operator-onboarding/master-data/_edit-master.mdx +++ b/_markets/de/getting-started/operator-onboarding/master-data/_edit-master.mdx @@ -4,7 +4,7 @@ | Steps | Description | |:---------------------------:|--------------------------------------------------------------------------------------------------------------------------------| -|![Number 1](../../../../../images/numbers/circle-1o.png) |Enter the fiskaltrust.Portal and choose `[COMPANY NAME]` / `Master data` | +|![Number 1](../../../../../images/numbers/circle-1o.png) |Enter the fiskaltrust.Portal and choose `Company Info` / `Master data` | |![Number 2](../../../../../images/numbers/circle-2o.png) |Check the fields marked with * for correct and complete data. | |![Number 3](../../../../../images/numbers/circle-3o.png) |Check the values for tax identification numbers using the explanations arranged below the data fields. Observe the notes on notation, such as the number of digits and the omission of spaces. Also, note the information on whether one or more dates are required, as this varies from country to country. | |![Number 4](../../../../../images/numbers/circle-4o.png) |Then check the entered values with the `Data Check` on the right of the data fields. | diff --git a/_markets/de/getting-started/operator-onboarding/master-data/_edit-outlet.mdx b/_markets/de/getting-started/operator-onboarding/master-data/_edit-outlet.mdx index e3088c22..43d0f0e1 100644 --- a/_markets/de/getting-started/operator-onboarding/master-data/_edit-outlet.mdx +++ b/_markets/de/getting-started/operator-onboarding/master-data/_edit-outlet.mdx @@ -5,7 +5,7 @@ | Steps | Description | |:---------------------------:|--------------------------------------------------------------------------------------------------------------------------------| -|...|Choose `[COMPANY NAME]` / `Outlets` and select `Edit` to control or edit the values of the chosen outlet. | +|...|Choose `Company Info` / `Outlets` and select `Edit` to control or edit the values of the chosen outlet. | |![Number 2](../../../../../images/numbers/circle-2o.png) |Address data are relevant for the automated invoice generation between PosDealer and PosOperators and for the digital receipt. | |![Number 3](../../../../../images/numbers/circle-3o.png) |You can set the `Outlet number` if you create the outlet manually, but you cannot change it afterward. | |![Number 4](../../../../../images/numbers/circle-4o.png) |With `Select Image File`, you can upload an image file to customize the digital receipts for the chosen outlet. | diff --git a/_markets/fr/getting-started/my-first-cashbox/_business.mdx b/_markets/fr/getting-started/my-first-cashbox/_business.mdx index aa450783..c67db00e 100644 --- a/_markets/fr/getting-started/my-first-cashbox/_business.mdx +++ b/_markets/fr/getting-started/my-first-cashbox/_business.mdx @@ -10,16 +10,16 @@ Please ensure the outlet selected in step 6 has a **valid SIRET code** configure ::: -1. Open your the **rollout management page** from [`Rollout Management` / `Plan`](https://portal-sandbox.fiskaltrust.fr/RolloutManagement/Plan) (*Sandbox link*) in the left-hand navigation menu. +1. Open your the **rollout management page** from [`Rollout Management`](https://portal-sandbox.fiskaltrust.fr/RolloutManagement/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. +8. Click `Create quote` - *this will take a few seconds. Once the quote is ready, the button will change to `Load quote into basket`.* +9. Click `Load quote into basket` to **place the quote** into your basket. +10. Verify that the items in your basket match the selected products. 11. Click `Checkout`. 12. Click `binding order` to **complete the order**. diff --git a/_markets/fr/getting-started/operator-onboarding/master-data/_checking-outlets.mdx b/_markets/fr/getting-started/operator-onboarding/master-data/_checking-outlets.mdx index a35cc797..061bbfd1 100644 --- a/_markets/fr/getting-started/operator-onboarding/master-data/_checking-outlets.mdx +++ b/_markets/fr/getting-started/operator-onboarding/master-data/_checking-outlets.mdx @@ -5,12 +5,12 @@ | Steps | Description | |:---------------------------:|--------------------------------------------------------------------------------------------------------------------------------| -|![Number 1](../../../../../images/numbers/circle-1o.png) |Choose `[COMPANY NAME]` / `Outlets` and control the existing values. | +|![Number 1](../../../../../images/numbers/circle-1o.png) |Choose `Company Info` / `Outlets` and control the existing values. | |![Number 2](../../../../../images/numbers/circle-2o.png) |If several outlets are missing, use `Download demo CSV file`. | -|![Number 3](../../../../../images/numbers/circle-3o.png) |Open the CSV file, add the desired values and save it. Change back to the fiskaltrust.Portal / `[COMPANY NAME]`/ `Outlet` and `Choose file`. | +|![Number 3](../../../../../images/numbers/circle-3o.png) |Open the CSV file, add the desired values and save it. Change back to the fiskaltrust.Portal / `Company Info`/ `Outlet` and `Choose file`. | |![Number 4](../../../../../images/numbers/circle-4o.png) |With `Import`, the data is checked and listed in `Bulk import of Outlets`, where you choose `Proceed with valid outlets`. | |![Number 5](../../../../../images/numbers/circle-5o.png) |If only a single outlet is missing, choose `+Add new Outlet`. | -|![Number 6](../../../../../images/numbers/circle-6o.png) |Please note that `Edit Primary Outlet` changes the address values that you have previously checked under `[COMPANY NAME]` / `Master data`. | +|![Number 6](../../../../../images/numbers/circle-6o.png) |Please note that `Edit Primary Outlet` changes the address values that you have previously checked under `Company Info` / `Master data`. | |![Number 7](../../../../../images/numbers/circle-7o.png) |For changes to the data of an outlet, select `Edit`.| :::caution diff --git a/_markets/fr/getting-started/operator-onboarding/master-data/_edit-master.mdx b/_markets/fr/getting-started/operator-onboarding/master-data/_edit-master.mdx index a4ef1ef8..949ca1d8 100644 --- a/_markets/fr/getting-started/operator-onboarding/master-data/_edit-master.mdx +++ b/_markets/fr/getting-started/operator-onboarding/master-data/_edit-master.mdx @@ -5,7 +5,7 @@ | Steps | Description | |:---------------------------:|--------------------------------------------------------------------------------------------------------------------------------| -|![Number 1](../../../../../images/numbers/circle-1o.png) |Enter the fiskaltrust.Portal and choose `[COMPANY NAME]` / `Master data` | +|![Number 1](../../../../../images/numbers/circle-1o.png) |Enter the fiskaltrust.Portal and choose `Company Info` / `Master data` | |![Number 2](../../../../../images/numbers/circle-2o.png) |Check the fields marked with * for correct and complete data. | |![Number 3](../../../../../images/numbers/circle-3o.png) |Check the values for tax identification numbers using the explanations arranged below the data fields. Observe the notes on notation, such as the number of digits and the omission of spaces. Also, note the information on whether one or more dates are required, as this varies from country to country. | |![Number 4](../../../../../images/numbers/circle-4o.png) |Then check the entered values with the `Data Check` on the right of the data fields. | diff --git a/_markets/fr/getting-started/operator-onboarding/master-data/_edit-outlet.mdx b/_markets/fr/getting-started/operator-onboarding/master-data/_edit-outlet.mdx index fdbef2d0..33123e24 100644 --- a/_markets/fr/getting-started/operator-onboarding/master-data/_edit-outlet.mdx +++ b/_markets/fr/getting-started/operator-onboarding/master-data/_edit-outlet.mdx @@ -5,7 +5,7 @@ | Steps | Description | |:---------------------------:|--------------------------------------------------------------------------------------------------------------------------------| -|...|Choose `[COMPANY NAME]` / `Outlets` and select `Edit` to control or edit the values of the chosen outlet. | +|...|Choose `Company Info` / `Outlets` and select `Edit` to control or edit the values of the chosen outlet. | |![Number 2](../../../../../images/numbers/circle-2o.png) |Address data are relevant for the automated invoice generation between PosDealer and PosOperators and for the digital receipt. | |![Number 3](../../../../../images/numbers/circle-3o.png) |You can set the `Outlet number` if you create the outlet manually, but you cannot change it afterward. | |![Number 4](../../../../../images/numbers/circle-4o.png) |With `Select Image File`, you can upload an image file to customize the digital receipts for the chosen outlet. | diff --git a/buy-resell/shop.md b/buy-resell/shop.md index d17268fa..e6d86fb0 100644 --- a/buy-resell/shop.md +++ b/buy-resell/shop.md @@ -41,8 +41,8 @@ If you want to try how the shop works, you should do this in the [Sandbox](../ge | :--------------------------: | ------------------------------------------------------------ | | ![](../images/numbers/1.png) | Go to `Shop` / `Products` in the left-hand navigation menu to buy a product or entitlement. | | ![](../images/numbers/2.png) | If you buy a product as a PosOperator directly, select the desired **outlet** in the top center. | -| ![](../images/numbers/3.png) | Choose a product, enter an amount to purchase and click on the shopping cart symbol. | -| ![](../images/numbers/4.png) | Click on the shopping cart in the top right of the window and click the `Checkout` button. | +| ![](../images/numbers/3.png) | Choose a product, enter an amount to purchase and click on the basket symbol. | +| ![](../images/numbers/4.png) | Click on the basket in the top right of the window and click the `Checkout` button. | | ![](../images/numbers/5.png) | **Check** the products, the amount, price and outlet if applicable before clicking the `binding order` button.| | ![](../images/numbers/6.png) | Clicking the `binding order` button shows a confirmation of your order, you get a copy via E-Mail. | @@ -57,16 +57,16 @@ import ReactPlayer from "react-player" | :--------------------------: | ------------------------------------------------------------ | | ![](../images/numbers/1.png) | Go to `Shop` / `Products` in the left-hand navigation menu to transfer an existing entitlements to this PosOperators outlet. | | ![](../images/numbers/2.png) | Select the desired **outlet** in the top center. | -| ![](../images/numbers/3.png) | Choose a **transfer entitlement** product and click on the shopping cart symbol besides. Repeat this for all entitlements that you want to transfer to this outlet. | -| ![](../images/numbers/4.png) | Choose a **create entitlement** product and click on the shopping cart symbol besides. Repeat this for all entitlements that you want to transfer to this outlet. Note **to first add the products for transferring claims** to the cart! | +| ![](../images/numbers/3.png) | Choose a **transfer entitlement** product and click on the basket symbol besides. Repeat this for all entitlements that you want to transfer to this outlet. | +| ![](../images/numbers/4.png) | Choose a **create entitlement** product and click on the basket symbol besides. Repeat this for all entitlements that you want to transfer to this outlet. Note **to first add the products for transferring claims** to the basket! | | ![](../images/numbers/5.png) | **Switch to your account** by clicking the red button on the top right of the window. | -| ![](../images/numbers/6.png) | Click on the shopping cart in the top right of the window and click the `Checkout` button. | +| ![](../images/numbers/6.png) | Click on the basket in the top right of the window and click the `Checkout` button. | | ![](../images/numbers/7.png) | The transfer and activation of existing entitlements should be free. **Check** the order, the PosOperator and the outlet before you click the `binding order` button.| | ![](../images/numbers/8.png) |Clicking the `binding order` button shows a confirmation of your order, you get a copy via E-Mail. | :::tip -Always make sure you perform the transfer for the desired PosOperator and outlet and place the transfer entitlements products before they create entitlements products into the shopping cart. +Always make sure you perform the transfer for the desired PosOperator and outlet and place the transfer entitlements products before they create entitlements products into the basket. You can combine orders for multiple outlets by repeating steps 2 to 4 for different outlets and then go on with step 5. ::: diff --git a/getting-started/my-first-cashbox.md b/getting-started/my-first-cashbox.md index ae9b3666..827bb560 100644 --- a/getting-started/my-first-cashbox.md +++ b/getting-started/my-first-cashbox.md @@ -48,7 +48,7 @@ A rollout plan typically follows these five steps: 1. Select the **product** you'd like to roll out. 2. Select one or more **PosOperators** for which you plan the rollout. 3. Select one or more **outlets** where you want to perform the rollout. -4. Create a **quote** and load the quote into your **shopping cart** +4. Create a **quote** and load the quote into your **basket** 5. Perform the **checkout** import Tabs from '@theme/Tabs'; diff --git a/getting-started/operator-onboarding/master-data.md b/getting-started/operator-onboarding/master-data.md index 8f2db975..5a95b7b5 100644 --- a/getting-started/operator-onboarding/master-data.md +++ b/getting-started/operator-onboarding/master-data.md @@ -32,7 +32,7 @@ Under country-specific circumstances, when a PosOperator is first registered, th After logging on to the fiskaltrust.Portal, as a PosDealer, you should check the completeness and use the available checking mechanisms. -The information about the user at `[USERNAME]` / `Data` is only essential for using the fiskaltrust.Portal. For data protection reasons, function designations (like _fiscalizing_) or fictitious names can also be used instead of accurate data. +The information about the user at `User Info` / `Data` is only essential for using the fiskaltrust.Portal. For data protection reasons, function designations (like _fiscalizing_) or fictitious names can also be used instead of accurate data. But the E-Mail address must be a real, working one because you use this address for login to the fiskaltrust.Portal. You can avoid using real names using functional designations (like fiscalizing@PosOperator.TLD). For PosOperators, it is equally essential to check the Master data for completeness and correctness. diff --git a/getting-started/operator-onboarding/surrogating.md b/getting-started/operator-onboarding/surrogating.md index 2679b7de..5233452c 100644 --- a/getting-started/operator-onboarding/surrogating.md +++ b/getting-started/operator-onboarding/surrogating.md @@ -43,9 +43,9 @@ We use the example of checking the master data of a PosOperator to describe Surr |:----------------------:|-------------------------------------------------------------------------------------------------------------------------------------| |![Number 1](images/Numbers/circle-1o.png) |In the Account of the chosen PosOperator, you act with your user. Note the displayed original `USERNAME` and E-Mail address. | |![Number 2](images/Numbers/circle-2o.png) |After switching to the account of a PosOperator, the view is similar. You recognize by the PosOperators COMPANY NAME that you use another account. | -|![Number 3](images/Numbers/circle-3o.png) |Every product you as a surrogated PosDealer buy in the store will be added to the **shopping cart** and will be available after you switch to your account. | +|![Number 3](images/Numbers/circle-3o.png) |Every product you as a surrogated PosDealer buy in the store will be added to the **basket** and will be available after you switch to your account. | |![Number 4](images/Numbers/circle-4o.png) |You switch to your account with the `Switch to your account`- button on the right upper corner. | -|![Number 5](images/Numbers/circle-5.png) |Avoid leaving the account of a PosOperator by signing out because your **shopping cart** would get lost. | +|![Number 5](images/Numbers/circle-5.png) |Avoid leaving the account of a PosOperator by signing out because your **basket** would get lost. | ### Check PosOperators Master data @@ -53,14 +53,14 @@ We use the example of checking the master data of a PosOperator to describe Surr | Steps | Description | |:----------------------:|-------------------------------------------------------------------------------------------------------------------------------------| -|![Number 1](images/Numbers/circle-1o.png) |After signing in (for PosOperators) or surrogating in the Account of a PosOperator (for PosDealers), choose `[COMPANY NAME]`/ `Overview`. | +|![Number 1](images/Numbers/circle-1o.png) |After signing in (for PosOperators) or surrogating in the Account of a PosOperator (for PosDealers), choose `Company Info`/ `Overview`. | |![Number 2](images/Numbers/circle-2o.png) |Determine if the role PosOperator has been activated as well as no other. Otherwise, cancel the undesired role. Please check [Company Roles](../company-roles.md) for further questions | ![surrogating accounts](images/6-surrogating-accounts.png "https://portal-sandbox.fiskaltrust.TLD/AccountProfile/Edit") | Steps | Description | |:----------------------:|-------------------------------------------------------------------------------------------------------------------------------------| -|![Number 1](images/Numbers/circle-1o.png) |After checking, the roles change to `[COMPANY NAME]`/ `Master data`. | +|![Number 1](images/Numbers/circle-1o.png) |After checking, the roles change to `Company Info`/ `Master data`. | |![Number 2](images/Numbers/circle-2o.png) |Check the values in the address fields. Optionally, you can provide a dedicated billing address at `E-Mail for Invoices`. | |![Number 3](images/Numbers/circle-3o.png) |The fields for tax identification numbers are not mandatory for the invitation process. But these identification criteria are the basis for correct cash management and a prerequisite for using third-party services. Control the completeness of the values.| |![Number 4](images/Numbers/circle-4o.png) |Validate the values with `Data Check`. Save your changes before you leave this page. | diff --git a/technical-operations/rollout-automation/shop-templating.md b/technical-operations/rollout-automation/shop-templating.md index 66cd522f..5d5b65cf 100644 --- a/technical-operations/rollout-automation/shop-templating.md +++ b/technical-operations/rollout-automation/shop-templating.md @@ -41,10 +41,10 @@ When you create or edit a template, you must fill out the following form. ## Create CashBox from Shop Template You can create CashBoxes from templates at `Shop-> Products` by buying them like a regular product (see chapter [Shop](../../buy-resell/shop.md)). -Please make sure to [surrogate](../../getting-started/operator-onboarding/surrogating.md) into the right PosOperator and select the correct Outlet in the Shop before adding the template into the shopping cart. Your Checkout creates the CashBox. +Please make sure to [surrogate](../../getting-started/operator-onboarding/surrogating.md) into the right PosOperator and select the correct Outlet in the Shop before adding the template into the basket. Your Checkout creates the CashBox. :::info Required Products -Some templates require buying a product before the derived CashBoxes will be fully operational. It would help if you mentioned this prerequisite in the description of the template. If so, place the required product into the shopping cart **before** adding the template to the cart. +Some templates require buying a product before the derived CashBoxes will be fully operational. It would help if you mentioned this prerequisite in the description of the template. If so, place the required product into the basket **before** adding the template to the basket. ::: \ No newline at end of file diff --git a/technical-operations/rollout-automation/templates.md b/technical-operations/rollout-automation/templates.md index 509ad0d3..632bb9c8 100644 --- a/technical-operations/rollout-automation/templates.md +++ b/technical-operations/rollout-automation/templates.md @@ -22,7 +22,7 @@ There are two different ways you can use templates to create a new CashBox. #### Shop -You'll find a number of pre-configured templates in the [shop](../../buy-resell/shop.md) under `Shop` / `Products`. Either fiskaltrust, PosCreators, or PosDealers provided these templates. You can add them to your shopping cart like any other product or clone them to modify them for your needs. After submitting your order, the portal will create a new CashBox based on the template's configuration. +You'll find a number of pre-configured templates in the [shop](../../buy-resell/shop.md) under `Shop` / `Products`. Either fiskaltrust, PosCreators, or PosDealers provided these templates. You can add them to your basket like any other product or clone them to modify them for your needs. After submitting your order, the portal will create a new CashBox based on the template's configuration. Please see the chapter [Shop Templating](shop-templating.md) for more details.