Onboarding process - PosCreators/PosDealers

poscreators/getting-started/onboarding-posdealers.md

@@ -3,7 +3,13 @@ slug: /poscreators/get-started/onboarding-posdealers
 title: Onboarding PosDealers
 ---
 
-# Onboarding PosDealers
+# Onboarding PosDealers (PosCreators)
+
+:::info summary
+
+This page describes the process for PosCreators to invite, configure, and enable PosDealers within the fiskaltrust ecosystem.
+
+:::
 
 Once you were able to test the integration and successfully establish a communication with the fiskaltrust.Middleware by sending simple requests and receiving correct expected responses, you are now ready to start engaging your PosDealers into discussion about the details of the specific implementation of your POS-System, and agree on the suitable rollout scenarios.
 

poscreators/getting-started/onboarding-process.md

@@ -0,0 +1,58 @@
+---
+slug: /get-started/onboarding-process
+title: Onboarding Process
+---
+
+# Onboarding Process - Roles and Flow
+
+
+This page provides an overview of the roles and responsibilities involved in the fiskaltrust onboarding process. Implementing a fiscalization system requires collaboration between **PosCreators**, **PosDealers**, and **PosOperators**.
+
+Understanding how these roles interact helps ensure a compliant and efficient rollout:
+
+- **PosCreators:** Develop and maintain POS software integrations with the fiskaltrust Middleware. They use the portal to manage POS systems and invite PosDealers to distribute their solutions.
+- **PosDealers:** Distribute, configure, and deploy fiscalization solutions by combining software and hardware. They manage customer onboarding, support PosOperators, and use portal tools to streamline compliance deployments.
+- **PosOperators:** As the end-users (merchants), they use the POS system in their daily business while fiskaltrust Middleware handles fiscal compliance in the background. PosDealers typically serve as their primary contact for sales, deployment, and support.
+
+## The Integrated Onboarding Journey
+
+The onboarding process is a phased progression. Each role completes a specific set of requirements that enables the next entity to proceed.
+
+### Phase 1: Portal Registration and Middleware Integration (PosCreator)
+
+- Register the [PosCreator account](https://docs.fiskaltrust.eu/docs/poscreators/get-started/portal-registration) in the fiskaltrust.Portal.
+- Integrate the [fiskaltrust.Middleware](https://docs.fiskaltrust.eu/docs/poscreators/get-started/middleware-integration) with your POS system.
+- [Register your POS system](https://docs.fiskaltrust.eu/docs/poscreators/get-started/onboarding-posdealers#1-invite-posdealer-in-fiskaltrustportal) in the portal and invite a PosDealer to complete subsequent configurations and rollouts.
+
+### Phase 2: Core System Configuration (PosDealer)
+
+- Confirm the existence of a PosCreator account and verify that the cash register system and POS system ID are created and stored in the portal.
+- Register the [PosDealer account](https://docs.fiskaltrust.cloud/docs/posdealers/getting-started/registration) in the portal.
+
+### Phase 3: Team and Permissions (PosDealer)
+
+- Assign and sign off on [all required user roles](https://docs.fiskaltrust.cloud/docs/posdealers/getting-started/company-roles#how-to-activate-a-role) within the portal.
+- Create [employee profiles](https://docs.fiskaltrust.cloud/docs/posdealers/getting-started/company-roles) with specific, tiered permission levels.
+
+### Phase 4: Data and Compliance Verification (PosDealer)
+
+- Audit [Master Data](https://docs.fiskaltrust.cloud/docs/posdealers/getting-started/operator-onboarding/master-data) to ensure 100% accuracy.
+- Verify that the Tax ID is correct and complies with the applicable tax ID schema.
+- Sign and file the [VPA (Partner Agreement)](https://docs.fiskaltrust.cloud/docs/posdealers/buy-resell/overview#volume-purchase-agreement).
+
+### Phase 5: Knowledge Transfer (Intro Call) (PosCreator → PosDealer)
+
+- Confirm understanding of product offering and operational requirements, based on the intro call discussion, including the Compliance Checklist (single official PDF document). For reference only, example [Germany-specific](presentations/dealer-compliance_checklist.pdf). version.
+- Review and internalize objection-handling materials as part of the commercial onboarding (sales training).
+
+### Phase 6: Deployment and Rollout (PosDealer)
+
+- Prepare and fully [set up the PosOperator](https://docs.fiskaltrust.cloud/docs/posdealers/getting-started/operator-onboarding/invitation-process).
+- Assess the need for rollout templates and [create](https://docs.fiskaltrust.cloud/docs/posdealers/technical-operations/rollout-automation/shop-templating#create--edit-template) them as required.
+- Purchase all necessary [products](https://docs.fiskaltrust.cloud/docs/posdealers/buy-resell/shop) via the shop.
+
+### Phase 7: Long-Term Success and Adoption (PosDealer)
+
+- Initiate active product usage within the system.
+- Resolve any remaining open questions with the support team.
+- Schedule a recurring check-in call with the Customer Success Team.

poscreators/toc.js

@@ -4,6 +4,7 @@ module.exports = [
     label: "Getting Started",
     items: [
       "poscreators/getting-started/get-started",
+      "poscreators/getting-started/onboarding-process",
       "poscreators/getting-started/portal-registration",
       {
         type: "category",

posdealers/getting-started/onboarding.md

@@ -0,0 +1,68 @@
+---
+slug: /posdealers/getting-started/posdealer-onboarding
+title: PosDealer Onboarding
+---
+
+# PosDealer Onboarding Guide
+
+As a PosDealer, you are responsible for deploying compliant fiscalization solutions by connecting PosCreators' POS systems with PosOperators' daily operations.
+
+While **fiskaltrust** provides the fiscalization infrastructure and PosCreators deliver the technical integration, you are responsible for configuring, deploying, and supporting compliant systems for your PosOperators. In some cases, a PosCreator may also take on the commercial role of a PosDealer.
+
+This guide provides a step-by-step checklist for the onboarding process, from initial account setup to successful operator rollout. Completing each step helps ensure a smooth, compliant, and scalable deployment for your customers.
+
+## PosDealer Onboarding Checklist
+
+### 1. Account and Roles
+
+Verify that your initial configuration in the [Portal](https://portal.fiskaltrust.de/) is set up as follows:
+
+* The fiskaltrust account is successfully created in the Portal once the [Registration](https://docs.fiskaltrust.cloud/docs/posdealers/getting-started/registration) is complete.
+* Ensure the **PosDealer** is assigned. Assign the **PosCreator** only if you implemented your own POS system. For more information, see [How to activate a role](https://docs.fiskaltrust.cloud/docs/posdealers/getting-started/company-roles#how-to-activate-a-role).
+
+### 2. Invitation Process
+
+Connect your customer (PosOperator) to the system:
+
+* The account link is sent to the new operator through the [Invitation](https://docs.fiskaltrust.cloud/docs/posdealers/getting-started/operator-onboarding/invitation-process) process.
+* To check the status, navigate to **PosOperator > Overview** in the Portal. Once the link is marked as **Active**, the operator is successfully connected.
+
+:::tip
+
+For guidance on managing operators, see [Surrogating](https://docs.fiskaltrust.cloud/docs/posdealers/getting-started/operator-onboarding/surrogating).
+
+:::
+
+### 3. Operator Roles and Master Data
+
+Verify that the operator account is configured as follows:
+
+* The operator has assigned the [Operator](https://docs.fiskaltrust.cloud/docs/posdealers/getting-started/company-roles#how-to-activate-a-role) role.
+* The tax number and address are correctly entered in the account. To validate them, navigate to **Company Info > Master Data > Tax Number** and confirm that the **Data Check** (blue checkmark) on the right is present.
+
+### 4. Operator Architecture
+
+Set up the operator’s environment architecture:
+
+* Provide an introduction to the operator [architecture](https://docs.fiskaltrust.cloud/docs/posdealers/business-basics/architecture).
+* Create operator locations in **Company Info > Outlets > Add new outlet**.
+* After creating a location, assign cash registers, add SCUs, and link products or entitlements.
+
+### 5. Technical Implementation
+
+Align on rollout and technical requirements by:
+
+* Discussing technical implementation needs. For more informaton, see [Rollout Scenarios](https://docs.fiskaltrust.cloud/docs/posdealers/technical-operations/rollout-scenarios).
+* Clarifying required products and service packages. For more information, see [Products & Services Overview](https://docs.fiskaltrust.cloud/docs/posdealers/buy-resell/products).
+
+### 6. Procurement and Subscription
+
+The [procurement process](https://docs.fiskaltrust.cloud/docs/posdealers/buy-resell/overview) is fully understood through **Entitlements** and **Business Rollout**.
+
+### 7. Contracts
+
+The **Contract Partner Agreement** [(VPA)](https://docs.fiskaltrust.cloud/docs/posdealers/buy-resell/overview#volume-purchase-agreement) has been received and signed.
+
+### 8. Knowledge and Documentation
+
+Know where to locate [knowledge articles](https://portal.fiskaltrust.de/#/KBArticles) in the portal and fiskaltrust [documentation](https://docs.fiskaltrust.cloud/).

posdealers/toc.js

@@ -27,6 +27,7 @@ module.exports = [
       "posdealers/getting-started/sandbox",
       "posdealers/getting-started/registration",
       "posdealers/getting-started/company-roles",
+      "posdealers/getting-started/onboarding",
       {
         type: "category",
         label: "Operator Onboarding",