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Stockwell 2.0 Setup Guide
Updated

Purpose

This article serves as the user guide for the Stockwell 2.0 device. It covers how to move the device into the desired location, how to set it up, and common questions about the device. 

For information on the specifications of this device, please see the Stockwell 2.0 Spec Sheet. For troubleshooting issues, please see the article Stockwell 2.0 - Troubleshooting

 

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Difference between Stockwells and Other Devices

Unlike other 365-related devices, the Stockwell website will be used for creating the planogram/schema, not ADM. However, inventory management and product management will still be handled in ADM (or within your VMS, if you are using an integration). Stockwell will also automatically receive the products from ADM. Product images will need to be applied to any new products within the Stockwell website.

Additionally, promotions, GMA Subsidies, Gift Cards, Menus are NOT available with Stockwell.

 

Moving a Stockwell 2.0

As mentioned on the Stockwell 2.0 Spec Sheet, this device requires two power outlets: one for the technology and dry compartment, and one for the refrigerator compartment. Please choose a location for your device that can support these needs. 

No matter how the device is moved, extreme caution should be used. A Stockwell unit weighs 400lbs (181kg), so please take care when moving your device. 

 

Moving with a Manual Floor Jack (Recommended)

A manual floor jack with 48" legs in combination with two 4x4 on the forks will provide the lift needed to move the SW 2.0. As shown in the image below, the two (2) 4"X4" posts should be under the middle of the cabinet for stability.

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Moving with Dollies Equipment
  • Two Furniture Dollies to move the unit

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  • Forearm Straps to aid in lifting and to reduce strain on the legs of the device (recommended)

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Moving Process
  1. To begin, have one to two people on each side of the SW 2.0 unit. Starting with one side of the unit, carefully lift the unit from the base as shown, and slide one dolly underneath the leg. Ensure that the leg is securely placed on the dolly. Forearm straps may be used to facilitate this process
    While this occurs, the person on the other side of the unit should be held as upright as possible, to prevent the unit from tipping onto its side. 

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  2. Keeping the first leg in place, carefully lift the other side of the unit in the same manner, and place the second dolly beneath it. Ensure that the center leg is also braced on one of the dollies, if possible, to ensure greater stability. 
    Both dollies should be fully supporting the unit as shown, enabling the unit to roll freely. 

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  3. Carefully move SW 2.0 into its intended location.
  1. Once the unit has been brought to the appropriate location, once again have one to two people on each side of the SW 2.0 unit. Lift one side of the unit up from the base as before, allowing the dolly to be removed. Carefully lower the leg of the SW 2.0 onto the ground. Limit rocking the unit during this process, as this will cause strain on the legs and may result in damage. Forearm straps may be used here to reduce rocking. 

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  2. Repeat the previous step for the other leg to remove the second dolly

 

Setting Up the Stockwell 2.0

Technology Setup

As is noted in the Stockwell 2.0 Spec Sheet, the technology/ dry compartment require 0.5 amp at 115VAC. The refrigerator compartment power cord pulls 1.6 Amp at 115VAC.

  1. Ensure all internet connections have been plugged in before turning on the device.

  2. Plug in the store.

  3. Allow the store 4–6 minutes to boot up. While this occurs, a yellow error message will be visible, informing you that cooler functions are disabled during the start-up process. 

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  4. For the next part of the setup process, the Health Safety Lock will engage. To indicate this, you will see a red error message saying "Cooler Safety checks have failed, please contact Operator" This is normal at this stage, and is part of the setup process.  
    Locate the controller below the screen at the bottom of the Store. Hold the down arrow button on this controller for five (5) seconds to clear the error. You will see "---" on the screen when the error has successfully been cleared. 

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Location Deployment Request

A Location Deployment Request should be submitted at least 3-4 days before a location goes live. The request is needed in order for the 365 team to set up your device in ADM, create a schema for the store, and add any necessary users to use the Restockwell app, SW Schema Tool, and ADM.

These requests require the following information: 

  • Metro
  • ADM ORG
  • Store Number
  • Location Name
  • Address
  • City
  • State
  • Zip
  • Contact Name
  • Contact Email
  • Contact Number
  • Go-Live Date
  • User Access Requests - Techs, Drivers, and Ops need access to:
    • the Stockwell Operations Site
    • The ADM Org
    • The Restockwell App loaded on the handheld.

You can create this request by visiting Stockwell 2.0 Location Deployment Request

 

Stockwell Web App

The Stockwell Web App access is needed to set up and maintain your Stockwell 2.0’s Schema (Planogram).

SW Web App access can be requested at Stockwell Operator Requests - Jira Service Management (atlassian.net) or during your Location Deployment Request.

 

Adding Products to Stockwell 2.0 Schema

Once products are added to ADM and extended to your Location, the next step is to add the products to your market's schema.

Please see the article Stockwell 2.0 - Stockwell 2.0 Schema for more information. 

 

365Ops App - Stockwell Service Images

Stockwell devices have additional management features in the 365Ops app. These features allow operators to take service images of the device. 

Learn more about this process in the article Stockwell 2.0 - Market Service Mode and Restocking Process.

 

Stockwell Training

If you would like to set up additional training, please use the training form and choose Stockwell Only to schedule your training.

 

FAQ
  1. Do customers need to scan the products on the Stockwell device?
    No, the customer does not have to scan any product on the Stockwell Device itself

  2. How do customers unlock the doors?
    The Stockwell doors will be unlocked by either using a credit card or scanning the QR code within the 365Pay app.

  3. What will happen if the Stockwell is offline?
    Transactions are not available if the Stockwell is in offline mode. If a user attempts to present a payment form to begin shopping, the cabinet will not unlock. 

  4. Does the Stockwell have a cooler inside?
    Yes, the entire right-hand side of the Stockwell device is refrigerated.

  5. How many cameras are in the Stockwell?
    There are 9 cameras within the Stockwell that are used to determine what a customer has purchased

  6. How can Stockwells connect to the internet?
    Stockwells will receive internet through Opt Connect devices which are inside the Stockwell unit.

  7. Will Stockwells work offline?
    Stockwell will not work offline

  8. When will customers receive their receipt for their Stockwell purchase?
    Within 5–10 minutes after their transaction is complete

  9. What merchant will show on their statement?
    365 Market

  10. Can the pre-auth be set to $0?
    No: the minimum amount that a pre-auth can be set to is $1. This will protect you as the Operator from fraudulent cards being used at the Stockwell.

  11. What settings can an Operator customize?
    Operators can set the Pre-auth Amount on the device summary page under the info section. The default will be $10. However, an Operator can set the amount to anything $1 or greater.

  12. Can the credit card be charged for more than the pre-auth amount?
    In both the US and Canada, the total cart amount can be charged above the pre-auth amount.
    Internationally, the maximum the card will be charged is the pre-auth amount.

  13. When will the pre-auth show on my statement?
    The pre-auth typically shows immediately on your bank statement following your shopping session.

  14. When will my final charge appear on my statement?
    The final charge is sent immediately upon settlement of the shopping cart to your bank. However, it may not show immediately, as this is dependent on your bank.

  15. When will the pre-auth come off my statement?
    Similar to the above, the pre-auth may take some time to come off your statement, as the banking institution is responsible for the removal once we send the final amount.

  16. What if a consumer spends more than they have on their card?
    US and Canada
    : Depending on the card issuer, card type, and other variables, the outcome may differ. In most cases, the full amount of the transaction will be charged. However, if you used a gift card used, no amount will be charged.
    International: The amount above the pre-auth is not adjustable. Therefore, the pre-auth amount will be charged, after it has been verified that the consumer has that amount in their account. The Operator will then have a loss on the remaining funds owed.

  17. What will show on my statement if I make multiple transactions?
    If you visit the store multiple times and perform several transactions, you will see multiple pre-auth charges, as well as separate, final amount charges.

  18. What Credit Card Processor does the Stockwell device use?
    Heartland

  19. What happens if a consumer pre-auths, but does not take any products?
    The pre-auth will show on the bank statement until removed by the bank. No additional charges will appear on their credit card statement.

  20. How do you clear out the health safety lock?
    If Health Safety lock is enabled, someone will need to be at the location to unlock the doors. Do this by holding the down arrow at the bottom of the Stockwell for 5 seconds, or until the red screen goes away.

  21. What is the Restockwell App used for?
    The Restockwell app is used for viewing the planogram/schema that was created in the Stockwell website, as well as taking pictures of the Stockwell.