US/Canada - PicoPlatform - Self-Provisioner
Updated
Print

Table of Contents

 

IMPORTANT NOTE
If the using a VDI (Vending Data Integration) where products are managed out of and the product database for the location you are setting up is very large, it is recommended that you provision the device prior to bringing it on-site. Depending on the size of the product database being pulled over from the VDI, it could potentially take up to two hours to download to the device.

 

Overview

This article will go over the self-provisioning process for both PicoCooler and PicoMarket. In order to self-provision these devices, you will need the following:

  • Name of the Org and Location you are provisioning the device for
  • ADM credentials

 

Provisioning by Device

PicoCooler Self-Provisioner

Step 1: Set Up Connection

  1. In the PicoCooler device, choose which connection type you want to set up.

  2. Click Next.
    connections.png

  3. Use your ADM credentials to log into the device.
    mceclip1.png 

 

Step 2: Test Barcode Scanner

Scan a Market Card or your QR code in the Mobile App to test the scanner.

mceclip2.png

 

Step 3: Test Card Reader

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

 mceclip3.png

 

Step 4: Test Touch Screen

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

mceclip4.png

 

Step 5: Test 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.
    mceclip5.png

 

Step 6: Test Cooler

Follow the prompts to test the cooler.

Screen_Shot_2020-04-16_at_10.58.27_AM.png

 

Step 7: Provision the Kiosk

  1. Click Start.
    mceclip6.png

  2. Select where to deploy your device.
    1. Select the Organization.
    2. Select the Location.
      mceclip7.png

  3. If you would like to select a new Location, click Create New Location.

  4. Select whether you want to copy an existing device (Copy Device) or create your device from a default template (Create from Device Defaults).

    If you choose Create from Device Defaults, you will skip the next screen and the New Device Information page will display.
    mceclip8.png

  5. Choose the Org and Location where the device you want to copy is located.

  6. Then select the Device from the drop-down menu. Click Next.
    mceclip9.png

  7. 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.

    Cooler Type: Select the make/model of cooler you are mounting the device on.

    Cooler Access: If your cooler is intended to be UNLOCKED, select open. If you are utilizing the controlled access portion and intend on having the cooler LOCKED, select controlled.
    Screen_Shot_2020-04-16_at_11.08.50_AM.png

  8. Review the new settings. You can change them later in ADM if needed.

  9. Click Finish.
    mceclip10.png

 

Step 8: Verify Network Connectivity via ADM

See instructions listed in Legacy & V5 - Network Connectivity Verification and Troubleshooting - Operator Guide.

 

PicoMarket Self-Provisioner

Prerequisite for Cellular (SIM) Connection

If using a cellular (SIM) connection, you should have received a SIM kit with your PicoMarket. You will need to install the SIM card prior to self-provisioning and attach the antenna.

  1. Remove the Pico cover from the back of the PicoMarket. To do so, remove the silver screw using a Phillips head #2 screwdriver. Once the screw is removed, the cover should slide up and out.
    cover.jpg
  2. Insert the SIM card into Slot 1.
    20210915_110901__1_.jpg 20210915_111119__1_.jpg
  3. Once the SIM card has been inserted, you can place the Pico cover back on and tighten the silver screw.

  4. If you accidentally drop the SIM card into the stand during this process, you can remove the spine cover to retrieve it. To remove the spine cover, using a 1/8 in. hex key.
    spine.jpg

  5. Plug the antenna cable into the back of the PicoMarket stand. The antenna will have a magnetic base that can be placed on the back of the PicoMarket base.
    antenna__2_2.jpg

 

Step 1: Set Up Connection

  1. In the PicoMarket device, choose which connection type you want to set up.

  2. Click Next.
    connections.png

  3. Use your ADM credentials to log into the device.
    mceclip1.png 

 

Step 2: Test Barcode Scanner

Scan a Market Card or your QR code in the Mobile App to test the scanner.

mceclip2.png

 

Step 3: Test Card Reader

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

 mceclip3.png

 

Step 4: Test Touch Screen

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

mceclip4.png

 

Step 5: Test 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.
    mceclip5.png

 

Step 6: Provision the Kiosk

  1. Click Start.
    mceclip6.png

  2. Select where to deploy your device.
    1. Select the Organization.
    2. Select the Location.
    mceclip7.png
  3. If you would like to select a new Location, click Create New Location.

  4. Select whether you want to copy an existing device (Copy Device) or create your device from a default template (Create from Device Defaults).

    If you choose Create from Device Defaults, you will skip the next screen and the New Device Information page will display.
    mceclip8.png

  5. Choose the Org and Location where the device you want to copy is located.

  6. Then select the Device from the drop-down menu. Click Next.
    mceclip9.png

  7. Review the new settings. You can change them later in ADM if needed.

  8. Click Finish.
    mceclip10.png

 

Step 7: Verify Network Connectivity via ADM

See instructions listed in Legacy & V5 - Network Connectivity Verification and Troubleshooting - Operator Guide.

 

Install Device On-Site

Once the device has been provisioned to the location, the device should be bolted down to the counter/table. You will be provided two carriage bolts and two barrel nuts with your PicoMarket.

NOTE
If the device was not bolted down, falls, and is damaged, this would not be covered under warranty.
  1. There are two square holes in the base of PicoMarket. Use these as a guide for where you should drill into the counter/table. Drill two 3/8" (9.55mm) holes into the counter/table.
    bolt1.png
  2. Place carriage bolts into square holes through the top of the base of the PicoMarket and into the holes you drilled.
    • If the carriage bolts are not long enough to go through the table, you will need to supply your own.

  3. Place barrel nuts on carriage bolts through the underside of the PicoMarket base.

 

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.

  mceclip11.png

 

Copy a Location/Product List

  1. Choose the Location Name of the existing location you want to use as your template and select whether or not you would like to copy the product list from the location.
    Screen_Shot_2020-04-16_at_11.28.57_AM.png

  2. Enter and verify the information that will be relevant to the new location.
    Note: You can change these settings later in ADM.
    mceclip13.png

  3. Complete entering the remaining information needed.
    NOTE: Any fields that are not applicable to your location can be left blank.
    mceclip14.png

  4. Click Next
    Continue to the Copy Device step (shown previously) and complete the process.

 

Re-provisioning and Relocations

If you would like to reprovision a device, or relocate a device, tap on the logo in the upper left corner five times, then enter your Driver PIN or your ADM credentials. The screen below will display.

  1. Click Provision Kiosk.

  2. Follow the same process as shown in Step 7: Provision the Kiosk.
    mceclip15.png

When attempting to relocate your device, you may see the screen below when choosing the new location. If you do, be sure you contact the 365 Sales Admin team at SalesAdmin@365smartshop.com.

  • Fill out a relocation form for the PicoCooler and attach it within your email.
  • If you do not have the form, the Sales Admin team can provide a copy of it.
    mceclip16.png