Purpose

This article describes how to self provision Wallee for use on an International PicoCooler.

Prerequisites

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

1. Name of the Org/Location
2. ADM credentials
3. Activation code sent to you by the 365 team

Self-Provisioner

Step 1: Set Up Connection

1. On the PicoCooler device, choose which connection type you want to set up.
   
   
2. Click Next.
   
   
3. Use your ADM credentials to log into the device

Step 2: Enter Activation Code

1. Wait for the "Enter activation code" message to appear on the screen and enter the code you received from 365 to activate the credit card processor.
   
   
2. Press the green check button and wait for the device to confirm your code and configure the terminal
   
   
3. When the device is finished and returns to the "Wallee" screen, return to the device home screen by swiping up from the bottom of the screen and pressing the middle circle button.
4. Press the up arrow or swipe up on the home screen to access the app drawer. Press the mobile market icon to continue the PicoCooler setup.
   
   

Step 3: Test Barcode Scanner

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

Step 4: Test Card Reader

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

Step 5: Test Touch Screen

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

Step 6: Test Cooler

Follow the prompts to test the cooler.

Step 7: 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.
   
   
3. Verify the Network Connectivity via ADM by following the instructions in the article Legacy & V5 - Network Connectivity Verification and Troubleshooting - Operator Guide.
   
   

Step 8: Provision the Kiosk

1. Click Start.
   
   
2. Select the Organization and the Location where you would like to deploy your device
   
   
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.
   
   
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.
   
   
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.
   
   
8. Test the credit card processing by pressing the "Run Test Transaction" button.
   
   
9. Review the new settings. You can change them later in ADM if needed.
   
   
10. 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.
   Continue to the Copy Device step (shown previously) and complete the process.

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.