Onboarding a client

The slides that follow carry the numeral of the step they belong to.

Before going on site, you can already create the client record, one or more establishments and one or more user accounts.

1. Sign in to your dealer platform
2. Create the client, or open its record if it already exists
3. Add an establishment
4. Create credentials for the client if they do not have any yet

To onboard a client, sign in to the admin platform, the one your clients will use, with your administrator credentials. The onboarding instructions are under the «Register screen» tab.

1. Sign in with your credentials
2. Select the establishment
3. Open the «Register screen» tab
4. Choose the installation mode
5. Follow the steps on screen

During the onboarding, by following the steps described on screen, you will be led to back up the register’s files: PRG, CFG and the others.

1. PRG: the program; CFG: the configuration; plus the journal and the stock if they exist
2. Kept 30 days: the register can be restored from your dealer platform

Later in the onboarding, a communication test is run: UniCLOUD prepares a test report on the register and waits for it.

1. On the register: «Report Push Up», «TEST UNICLOUD», «Push Up Start»
2. «Communication successful»: the register’s reports will reach UniCLOUD every day

Later in the onboarding, if the establishment has several registers and their programs conflict (for example PLU 000000000000000001 exists on both registers with a different name), you will be asked to make decisions, which you can leave to the client.

1. «Keep Register 1’s», «Keep Register 2’s» or «Keep both»
2. «Share a link»: the merchant decides from any device

Give the merchant their credentials and show them how to sign in and edit products on the «Register screen»: changes are sent to the registers from here, through the box. The dashboard fills with the first end-of-day (Z) report. To assist them remotely, press the eye icon on the user’s line in your dealer platform: you see UniCLOUD as they do.

1. The Uniwell register screen as it is: page groups, categories, product keys and function keys
2. One tab per register

Same onboarding, three steps instead of four. Choose «HX Cloud», declare each register by its CFG file from the USB key (the onboarding upgrades it to firmware 7.00 if needed) and press «Save the account»: the register is enrolled on the HX Cloud server. The final send prepares the files for the key.

1. Server address prefilled
2. «UniCLOUD account»
3. «Save the account»