Purpose

This guide details the process of sell-provisioning the PicoCoffee. This device can be self-provisioned on site by the operator by following the steps below. 

For clarity, the PicoCoffee can be upgraded to the PicoCoffee+, giving the device a Scan&Pay feature. Once upgraded to the PicoCoffee+, the device cannot be self-provisioned, and must be provisioned by contacting 365Support at (888) 365-6282 or support@365smartshop.com.

To learn more information on the PicoCoffee and the PicoCoffee+, please see the article PicoCoffee and PicoCoffee+: Setup and Operator Guide.

Process

Prerequisites

Before provisioning, please ensure you have the following information on hand:

1. the name of your Organization and Location in ADM
   
   
2. your ADM credentials
   
   
3. the activation code sent to you by the 365 team

Step 1: Accessing the Driver Menu

1. On the device's touchscreen, tap 5 times in the upper left-hand corner. This will bring up the Driver menu, where you will be able to input your Driver PIN.
   
   If you do not know your Driver PIN, please contact 365Support at (888) 365-6282 or support@365smartshop.com for assistance.
   
   
2. The home screen of the Driver Menu will now appear. 
   
   

Step 2: Connectivity

Your PicoCoffee has three connectivity options: Ethernet, Cellular or Wi-Fi. To enable or configure a connection type, complete the following process. 

1. From the Driver Menu Home Screen, select the Setup Network button at the bottom of the page
   
   
2. Next, select the connection type you would like to use:
   
   • Cellular - when selected, the device will display the SIM tray selection. Select the Next button here, and the cellular connection will be established.
   • Wi-Fi - when this option is chosen, enter the credentials for your SSID/Network
   • Ethernet - when selected, ensure you enable the connection type by toggling the switch on screen
     
3. Once you have changed the appropriate settings for your connection type, select the Back button.

Testing the Connectivity

The test will automatically begin to test your device’s connectivity.

1. Click Next when the test has completed.
   
   
2. When prompted, click OK to continue.
   
   
3. Verify the Network Connectivity via ADM by following the instructions in the article Legacy & V5 - Network Connectivity Verification and Troubleshooting - Operator Guide.

Step 3: Activation Process

1. Open the Mobile Setup app by tapping the top-left corner of the screen five times, entering your PIN or email/password, and then tapping Open Setup App.
   
   
2. Tap Testing & Tools in the top middle.
   
   
3. Tap Test Wallee Card Processing.
   
   
4. Tap Open Wallee app.
5.  
6. An activation code will appear on the screen. Enter the code you received to activate the credit card processor, then press the green check button.
   
   
7. Wait for the device to confirm your code and configure the terminal. When the device is finished, it will return to the Wallee screen. 
   
   
8. Return to the device home screen by swiping up from the bottom of the screen to access the app drawer, then pressing the mobile market icon in the center.
   
   

Provision the Kiosk

1. Return to the Driver Menu Home screen and select the Provision Kiosk button
   
   
2. The device will display a warning, asking for confirmation of the reprovisioning process. Select Continue to move forward. 
   
   
3. The Pico Device will now display a QR Code, which can be scanned with a smart device. 
   
   
4. Select the Organization and the Location where you would like to deploy your device
   
   
5. If you would like to select a new Location, click Create New Location.
   
   
6. Select whether you want to copy an existing device (Copy Device) or create your device from a default template (Create from Device Defaults).
   
   

1. The Credit Card Pre-Auth Amount defaults to $10. If you would like to change it, please click in the text field and adjust accordingly. Then click Next.
   
   NOTE: Keep the average transaction in mind when setting this, as the customer's cart total cannot exceed the pre-auth amount.

Creating a Device from Defaults

1. If you choose Create from Device Defaults, you will skip the next screen, and the New Device Information page will display.
   
   

Copy a Device

1. Choose the Org and Location where the device you want to copy is located. Then select the Device from the drop-down menu. Click Next.
   
   
2. Test the credit card processing by pressing the Run Test Transaction button.
   
   
3. Review the new settings. You can change them later in ADM if needed.
   
   
4. Click Finish.
   
   

Creating a New Location

Enter the new Location Name you would like to use.

NOTE: You cannot use an existing Location Name within this Org.

Copy a Location/Product List

1. Choose the Location Name of the existing location you want to use as your template, and select whether you would like to copy the product list from the location.
   
   
   
   
2. Enter and verify the information that will be relevant to the new location.
   Note: You can change these settings later in ADM.
   
   
3. Complete entering the remaining information needed.
   NOTE: Any fields that are not applicable to your location can be left blank.
   
   
4. Click Next. 
   
   
5. Choose the Org and Location where the device you want to copy is located. Then select the Device from the drop-down menu. Click Next.
   
   
6. Test the credit card processing by pressing the Run Test Transaction button.
   
   
7. Review the new settings. You can change them later in ADM if needed.
   
   
8. Click Finish.
   
   

Testing Components 

Testing the Barcode Scanner

1. Scan a product, Market card, or the 365 Pay application to test the barcode reader. 
   
   

Testing the Card Reader

1. Swipe a magnetic stripe credit card that you know works through the reader to start the test.
   
   

Testing the Touch Screen

1. Follow the prompts to touch the targets and drag the sliders accordingly.
   
   

Re-provisioning and Relocations

Operators can relocate a Pico for free using the self-provisioner. See the instructions below:

1. On the Pico device, access the Driver Menu by tapping the upper left corner 5 times.
   
   
2. Enter your driver PIN.
   Note: A driver's PIN is set in the Users & Roles section of ADM. If you do not have access to this section and need your PIN set/reset, reach out to your management.
   
   
3. Tap Start Setup App.
   
   
4. Tap Provision Kiosk.
   
   
5. Continue using the steps in the appropriate section of the US/Canada - PicoPlatform - Self-Provisioner guide. 

You can input the pre-auth amount during the provisioning process and also have an option to change it later in ADM too.

1. Once appropriate connection type is established, click Start Kiosk to launch the PicoCoffee app again.