Overview

This article will go over the self-provisioning process for PicoCooler, PicoCooler Breeze, and PicoMarket/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
• Evermart serial number (ONLY for PicoCooler Breeze setup - this is located on the CDU on top of the cooler)

The 365Ops app can link a mobile market device to a connected campus, and can add one other existing device to the campus. It also has the ability to create a campus.

Provisioning by Device

PicoCooler Self-Provisioner

Step 1: Set Up Connection

1. On the Pico device, choose which connection type you want to set up.
   
   
2. Click Next.
   

Step 2: Test Barcode Scanner

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

Step 3: Mobile Setup

Use your mobile phone to scan the QR code shown on the Pico device screen.

Once this code has been scanned, the confirmation code will then appear on both the Pico and your mobile device. Once you have confirmed that these codes match, you can select the "confirm" button.

You will then be prompted to input your ADM login credentials. Once you have done so, click "continue."

Once your credentials have been verified, your Pico device will complete the provisioning process.

Step 4: Test Touch Screen

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

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.
   

Step 6: Test Cooler

Follow the prompts to test the cooler.

Step 7: Provision the Kiosk

1. Click Start.
   
   
   
2. Select where to deploy your device.
   1. Select the Organization.
   2. Select the Location.
      
      
      
3. If you would like to select a new Location, click Create New Location.
   
   
4. The Select Device Usage screen will display. From the Type field, tap and select Standard.
   
   
   
5. 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.
   ~
   
   
6. Choose the Org and Location where the device you want to copy is located.
   
   
7. Then select the Device from the drop-down menu. Click Next.
   
   
   
8. The Device Settings screen will load. Confirm or edit the device settings here. The fields displayed will differ slightly depending on the Pico Device Type chosen on this screen. Choose PicoCooler.
   
   • Choose the Cooler Type. For PicoCooler, the options are Minus-40, Cool Blu (AVS), True, FrigoGlass, IDW, and Habco.
   • Choose the Cooler Access. This can be edited in ADM (in the Device Summary) after setup at any time.
     • Controlled Cooler Access
       Requires payment method to unlock cooler and charges pre-auth. Choosing controlled access on this screen will generate a Credit Card Pre-Auth Amount field and AutoCheckout Enabled field. 
     • Open Cooler Access
       The cooler remains unlocked - no payment method needs to be presented in order to open cooler. No pre-auth is charged or set.
   • The Credit Card Pre-Auth Amount field will only display if Controlled was selected for the Cooler Access field. This field defaults to $10 but can be edited.
     NOTE: Keep the average transaction in mind when setting this as the customer's cart total cannot exceed the pre-auth amount.
   • The AutoCheckout Enabled field will only display if Controlled was selected for the Cooler Access field. The functionality, depending on the option chose, is explained below.
     • Yes: If the consumer scans their items and walks away WITHOUT tapping checkout, the cart will time-out and auto-checkout. The consumer will be charged, on the payment method used to unlock the cooler, for the items in their cart.
     • No: If the consumers scans their items and walks away WITHOUT tapping checkout, the cart will time-out and the cart will NOT be checked out. The consumer's payment method that was presented to unlock the cooler will NOT be charged.
       
       
9. Click Next.
   
   
10. Review the new settings. You can change them later in ADM if needed.
    
    
11. Click Finish.
    

Step 8: Verify Network Connectivity via ADM

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

PicoCooler Breeze Self-Provisioner

Step 1: Set Up Connection

1. On the Pico device, choose cellular. PicoCooler Breeze can ONLY use cellular.
2. Click Next.
   

Step 2: Test Barcode Scanner

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

Step 3: Test Card Reader

Use your mobile phone to scan the QR code shown on the Pico device screen.

Once this code has been scanned, the confirmation code will then appear on both the Pico and your mobile device. Once you have confirmed that these codes match, you can select the "confirm" button.

You will then be prompted to input your ADM login credentials. Once you have done so, click "continue."

Once your credentials have been verified, your Pico device will complete the provisioning process.

Step 4: Test Touch Screen

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

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.
   

Step 6: Test Cooler

Follow the prompts to test the cooler.

Step 7: Provision the Kiosk

1. Click Start.
   
   
   
2. Select where to deploy your device.
   1. Select the Organization.
   2. Select the Location.
      
      
      
3. If you would like to select a new Location, click Create New Location.
   
   
4. The Select Device Usage screen will display. Tap into the Type field and select Standard.
   
   
   
5. 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.
   
   
   
6. Choose the Org and Location where the device you want to copy is located.
   
   
7. Then select the Device from the drop-down menu. Click Next.
   
   
   
8. The Device Settings screen will load. Confirm or edit the device settings here. The fields displayed will differ slightly depending on the Pico Device Type chosen on this screen. Choose PicoCooler Breeze.
   
   • Offline Credit Cart Cutoff (Hours): Use this option to determine the amount of time that the device will accept credit transactions when offline. When set to zero, the device will not accept offline credit transactions at all. This can be edited in ADM after setup at any time (see ADM Device Summary – External for steps).
   • Cooler Type: Choose Minus40-Breeze. The PicoCooler Breeze only works with the MinusForty coolers at this time.
   • Evermart Serial Number: This is located on the CDU on top of the cooler. This is required for communication to the Evermart system which is a crucial component to the PicoCooler Breeze system.
   • Credit Card Pre-Auth Amount: The PicoCooler Breeze MUST use a locked cooler solution. This means a payment method must be presented in order to unlock the cooler. In this situation, the cooler will charge a pre-auth amount to verify the payment method presented is valid. The pre-auth amount will be reversed. 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. This can be edited in ADM (in Device Summary) after setup at any time.
     NOTE: Keep the average transaction in mind when setting this as the customer's cart total cannot exceed the pre-auth amount.
     
     
9. Click Next.
   
   
10. Review the new settings. You can change them later in ADM if needed.
    
    
11. Click Finish.
    

PicoMarket/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.
   
   
   
2. Insert the SIM card into Slot 1.
   
   
   
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.
   
   
   
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.
   

Step 1: Set Up Connection

1. In the PicoMarket device, choose which connection type you want to set up.
   
   • Ethernet configuration is possible via hardline or with a NanoConnect Cell kit. If the Ethernet option is selected from the connection screen, you will need to toggle the Ethernet toggle to ON on the screen below, then the Back arrow.
     
     
     
     
2. Click Next.
   

NOTE: If you receive the error shown below, ensure that the date and time on the device are correct, as this can cause the error Could Not Authenticate. For more details on checking or fixing the date/time, please see the article How to Change the Date & Time on a PicoPlatform.

Step 2: Test Barcode Scanner

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

Step 3: Test Card Reader

Use your mobile phone to scan the QR code shown on the Pico device screen.

Once this code has been scanned, the confirmation code will then appear on both the Pico and your mobile device. Once you have confirmed that these codes match, you can select the "confirm" button.

You will then be prompted to input your ADM login credentials. Once you have done so, click "continue."

Once your credentials have been verified, your Pico device will complete the provisioning process.

Step 4: Test Touch Screen

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

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.
   

Step 6: Provision the Kiosk

1. Click Start.
   
   
   
2. Select where to deploy your device.
   1. Select the Organization.
   2. Select the Location.
   
   
   
3. If you would like to select a new Location, click Create New Location.
   
   
4. The Select Device Usage screen will display. Tap into the Type field and select Standard.
   
   
   
5. 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.
   
   
   
6. Choose the Org and Location where the device you want to copy is located.
   
   
7. Then select the Device from the drop-down menu. Click Next.
   
   
   
8. The Device Settings screen will load. Confirm or edit the device settings here. The fields displayed will differ slightly depending on the Pico Device Type chosen on this screen. Choose PicoMarket | PicoMarket+.
   
   • Bill Acceptor: Only PicoMarket+ has a bill acceptor.
     • If you have a PicoMarket, choose No from this drop-down.
     • If you have a PicoMarket+, choose Yes from this drop-down.
9. Review the new settings. You can change them later in ADM if needed.
   
   
10. Click Finish.
    

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.

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.
   
   
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.

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

Re-provisioning and Relocations

Operators can re-provision or 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 this guide:
   • PicoCooler Self-Provisioner
   • PicoCooler Breeze Self-Provisioner
   • PicoMarket/PicoMarket+ Self-Provisioner
     
     
6. PicoCooler Breeze Note Only: If you are adjusting inventory in this process, be sure to follow the appropriate section of the PicoCooler Breeze - Operator Guide to update the Evermart planogram and ADM inventory.
   
   
7. If you experience issues self-provisioning the device, please contact our Support team at (888) 365-6282 or support@365smartshop.com.