View Issue Details
ID | Project | Category | View Status | Date Submitted | Last Update |
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0008561 | Taler | other | public | 2024-03-04 14:55 | 2024-09-30 21:23 |
Reporter | Stefan | Assigned To | Christian Grothoff | ||
Priority | high | Severity | text | Reproducibility | have not tried |
Status | assigned | Resolution | open | ||
Target Version | 1.0 | ||||
Summary | 0008561: Create welcome package for NetzBon merchants also usable for Taler Operations onboarding [4h] | ||||
Description | Target groups: I. eNetzbon core team - Needs terms of service (that match technical reality) - Needs very simple technical setup (Sandstorm too complex) - Needs technical support when things go wrong - Needs setup help (=> discover UX issues) - Ensure netzbon has for each merchant: * IBAN * phone number (SMS) or e-mail address for 2-FA * Name (for slug/username) - should be without spaces, no capitalized words * Number of branch offices / physical locations (for # separate QR codes) II. MERCHANTS: 1. Existing interested merchants - Needs to be told how to get their setup working - boss (QR codes printed) - Needs to be told how use the setup - employee (payment steps) - Needs to explain to their customers how to pay (leaflet, poster?) - Needs to be explained about PoS terminal setup (manual support for setup) - Needs to be explained P2P solution with wallet => Welcome package - Netzbon specifics: * Netzbon vs. eNetzbon legal comparisson (by netzbon people, NOT by us) * merchant NETZBON bank quick intro (cash-out + figure out IBAN) <= requires demo; TUESDAY * netzbon exchange QR code to add initial exchange to wallet (taler://exchange/e.netzbon.ch/$KEY) * 2x Netzbon Terms of service for printing & signing * include return envelope - Taler sticker - Individual: * Credentials (merchant back office / netzbon bank) * 5x static QR codes "ready to go", custom per merchant (sticker? laminated?) - taler://template/backend.netzbon.ch/instances/$MERCHANT/$LOCATION?amount=NETZBON => Ask stickma.de about price, 5x 100 different QR codes <= MW - Leaflet for the merchant on Taler for merchants -- in inkscape * setup choices - overview and detailed step-by-step for each solution: QR code (otp option), Wallet2Wallet (install steps, adding exchange, invoicing, depositing), PoS (installation, configuration survey, activation) * merchant backend quick intro (overview of orders) Pages: marketing.git/welcome-package/ filenames "1-title", "2-overview", ... Monserat font?, 12pt? 1) Title page (link to https://taler.net/) <= MW 2) overview of the 3 main choices, possibly link to e-commerce choices (Joomla/WooCommerce/etc.) <=MW 3) QR code (included) step-by-step guide (scan, customer enters amount, clicks confirm, shows) <= SK 4) P2P step-by-step (install, add exchange; reference to external QR code included in package) <= MW 5) P2P step-by-step (invoice; have on device; deposit into bank account) <= MW 6) Point of sale (HW requirements, installation of app, configuration of app, usage of app) 7) Point of sale configuration survey (categories, products, prices) 8) contact information for questions <= MW => pages 7/8 can be ripped out and send back to us (possibly with signed ToS) ---> by thursday 1st draft in Git 2. Existing merchants we would like to prioritize for strategic reasons - Strategic ones: Supermarket (volume), Markthalle (30 entities, multipliers), Bookshop (tricky) => EB/MW/SK need to be able to explain/demo merchant backend in-person // also collect needs, UX issues, etc. (setup and communication) 3. Existing uninterested merchants that will be difficult to migrate - Those with integrated accounting needs that are not willing to have separate eNetzbon accounting system 4. New merchants (interested in eNetzbon specifically - e-commerce) - Needs to use supported system: WooCommerce, Joomla!, Pretix (concert tickets, event tickets, etc.) => Identify concert places, theater, opera; figure out ticketing system in use! => Find venues via local news papers III. CLIENTS: 1. Existing clients 2. New clients Local Venues (Pretix) Online local merchants ? | ||||
Tags | No tags attached. | ||||
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I reserved the whole week for testing the Taler merchant backend and QR code generation, in parallel preparing the text to fulfill my task using an Inkscape file in the marketing git. Estimated time: 24-28 hours. |
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Samples of printed versions (EN/DE) have been ordered. |
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v12 of the DE/EN addresses issues discovered in the printed versions. |
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Example on route to Florian.. |
Date Modified | Username | Field | Change |
---|---|---|---|
2024-03-04 14:55 | Stefan | New Issue | |
2024-03-04 14:55 | Stefan | Status | new => assigned |
2024-03-04 14:55 | Stefan | Assigned To | => Stefan |
2024-03-04 14:57 | Stefan | Assigned To | Stefan => mw |
2024-03-04 15:00 | Stefan | Note Added: 0021637 | |
2024-07-15 01:20 | Christian Grothoff | Assigned To | mw => Christian Grothoff |
2024-07-15 01:21 | Christian Grothoff | Target Version | => 1.0 |
2024-07-26 00:20 | Christian Grothoff | Summary | Create welcome package for NetzBon merchants also usable for Taler Operations onboarding => Create welcome package for NetzBon merchants also usable for Taler Operations onboarding [4h] |
2024-08-24 17:01 | Christian Grothoff | Note Added: 0023052 | |
2024-09-26 21:53 | Christian Grothoff | Note Added: 0023379 | |
2024-09-30 21:23 | Christian Grothoff | Note Added: 0023414 |