Onboarding a new offline device for PoS terminals

Steps to register an offline device that will be used to generate e-Invoices on a PoS terminal.

This page gives the steps to onboard the details required to register a new offline device on a PoS terminal. It involves a set of steps to enter details on the web portal which will be used to actually register a device on the PoS terminal using an OTP. The first part only takes the details of the device to generate a CSR file (certificate generating request).

Step 1: Click on Settings:

Go to the settings section by clicking on the ‘Settings’ button on the side menu.

Go to Settings

Step 2: Go to ‘Devices’ in settings

Click on the ‘Device’ option in settings side menu to go the device settings page.

Navigating to device settings page

You will land on the ‘Devices’ page with the list of devices showing in the table with status and other information.

Device list

Step 3: Click on ‘Add new device’

Click on ‘Add new device’ on the device settings page to start with the onboarding of a new device or EGS solution. Devices are also called EGS units or solutions by ZATCA where EGS stands for e-Invoice generating solution unit.

Intiating the new device registration

Step 4: Choose the type of device

Choose from the two options available for the type of device i.e. Online or B2C offline PoS devices. For registering a device on your offline PoS terminal choose the 'B2C offline PoS devices' option. This would initiate the device registration on ClearTax but the rest of the steps have to be completed at the PoS terminal.

Choose offline device

Step 5: Adding device info

Clicking on ‘B2C offline POS devices’ will start the device registration process and open the page where device details have to be entered. Check the details to be entered from the top and add those details so that the device name and the EGS serial number can be automatically generated.

Add the required details to register an offline device

Below details are required to auto generate the device name and the EGS serial number as per the requirements of ZATCA:

1. Industry - The sector in which the business using this device operates in

2. ERP/POS - The ERP or PoS system where this device would be used

3. Location - This would be the location where the device would be used indicating the place of business. Use a city name or a district name

4. Invoice Type - By default this would be ‘Both’, meaning that both standard and simplified tax invoices can be generated using the device but it can be changed to support only one type as required

Entering details required for device registration

Enter the details and you will see that the prefix of the device name and EGS serial number are generated automatically. Once the details are auto generated enter the suffix of the device name as a numeric counter to generate the complete device name.

Device name suffix as a counter

Click on 'Continue' to complete the process of device registration for offline devices.

Completion of entering the details

You will get a confirmation that the device details have been added successfully and the status of the device would be 'Pending Verification' on the 'Devices' page.

Devices page to check status

The details entered here will be used to generate the CSR request that would be submitted to ZATCA during device registration from the PoS terminal.

Take the device id from this to continue further device registration from the PoS terminal.