Distribute, Activate, and Deploy Point of Sale App

Distribute the Point of Sale (POS) app to testers or the store through production custom apps, UAT via TestFlight, or production enterprise IPA.

The recommended method of distribution is the “custom app” using the Apple Business Manager.

The main reasons for recommending the custom app route are:

  • Apple has limited the new enterprise developer accounts being provided to enterprises.
  • Apple also made it much easier to obtain Apple Business Manager accounts for enterprises.
  • A new enterprise developer account requires a minimum of 100 employees and can take anywhere from a few weeks to months.

User Acceptance Testing for POS App

Distribute the Point of Sale (POS) app in stores or corporate offices via User Assitance Testing (UAT) and Early UAT builds. UAT.

UAT via TestFlight

The engineering team manages TestFlight invitations. Customer Success team is required to:

  • Gather emails from the Merchant
  • Create a Jira to add the email IDs to the UAT distribution

Engineering maintains a single distribution list and all the UAT ready builds are shared with this distribution group. This means if a merchant doesn't want to do UAT, they will ignore the notification from TestFlight.

Note
Note Note: Using multiple devices on a single Apple ID in TestFlight isn't recommended. The app will appear on all devices with the same Apple ID, but if one device stops testing, the app will be removed from all devices linked to that Apple ID.

Early UAT Release

In some cases there's a need to share the build before the QA signs off on the release. This should be a rare occurrence.

Engineering releases build monthly. Engineering's recommendation for early release is to be a few days before the final UAT date (This is usually around the 20th of each month).

Both Early UAT and UAT builds go through the same TestFlight sharing.

It's important that Early UAT and UAT TestFlight builds are never used in stores for production use. This can cause money loss because of bugs that haven't been tested.

UAT IPA (For Penentration Testing)

For merchants who want to sign the IPAs with their own information before giving them to their security teams for testing, see this article.

Distribute POS App in Production Environment

Build the POS app, archive it to TestFlight, and share it with customer testers. After customer approval, submit the app to Apple for distribution.

Prerequisites

Merchant's Apple Business Manager ID and the registered corporation name.

Obtain ID and Name from Merchant's Apple Business Manager Account

The screenshot shows the business ID and name.The business and ID name in the Apple Business Manager account

Note
Note Note: Make sure the "Custom Apps" is set to enabled.

Configure ID and Name in Point of Sale's Apple Developer Portal

The screen shows the configuration done in the Apple developer portal.The Point of Sale configuration in Apple's development portal

After the app is approved by Apple for distribution. The merchant will be able to see the app on their Business Manager screen.

See the App in Apple's Business Manager

After the organization ID and organization name are configured for the Apple-approved application, the IT administrator will see the IPA on their Apple Business Manager screen.the POS app configured in Apple Business Manager

The app can then be distributed via a choice of Mobile Device Management (MDM) systems to store on POS supported device.

Troubleshooting Apple Business Manager

  • PS POS app isn't visible in Apple Business Manager.
    • Resolution: Custom Apps is not enabled in the enrollment information screen.Custom Apps are diabled in Apple Business Manager
  • Meraki MDM fails to distribute the PS POS to iPads. In this scenario, Admin one bought 200 volume licenses. If Admin two logged in and configured the tags to distribute the app, the iPad can’t install the app.
    • It turns out the 200 licenses bought by Admin one aren’t redeemable by Admin two. Admin two bought 200 more and was able to deploy the app.

Production Enterprise IPA

An enterprise IPA is built if the customer provides:

  • Access to the enterprise developer account to download the profile and the signing certificate.
  • Provides “admin” level access so we can generate the profile and signing certificate.Enterprise distribution method selected in Apple Business Manager for POS App

After selecting this method, the archive utility allows the selection of the credentials as shown:Automatically manage signing option selected for POS app Enterprise distribution

After the signing details are chosen, the archive tool creates a file for business distribution. This file can be shared directly through the customer's MDM provider.

Activate Modern POS App

Get the POS app to get bootstrapped with merchant credentials.

Installation Type Activation Type
TestFlight Invite QR Code
PS POS Custom App QR Code
PS POS Custom App re-signed with merchant bundle Identifier Automatic
Enterprise IPA Automatic

Automatic Activation

In this mode, the app upon launch automatically configures the merchant ID and other credentials required to connect to the PS Cloud systems. There's no extra step required in this mode.

Activation via QR Code

This method requires the store associate or the tester of the Modern POS app to obtain a QR code from their help desk.

These steps will assist the CMS user to obtain the Activation QR Code:

  1. Log in to Point of Sale CMS.
  2. Select Store Management > Activate App.
  3. For Staging and Dev, you'll notice that there are two QR Codes (for Prod, there's only one regardless of app version). If your app version is older (8.1.1 or older) you'll need to scan a different QR Code than if your app version is greater than 8.1.1 (for example 8.4.1). Carefully read the labels before scanning.Pick a QR code, legacy or modern, to scan for POS app activiation

To activate the Modern POS app, install the app on your iPhone or iPad. After it’s installed, open the application. If the application isn't automatically activated, you see this screen upon launch:A screen that notifies you to activate the POS App

After launching the app, touch the scan QR Code CTA. The scan QR code CTA

After the Modern POS is activated, the login screen is shown:The POS login screen on an iPhone

Live Deployment

After the app version is distributed and activated, we recommend that the store performs these steps:

  1. Install the released build on one of the iPads in the store.
  2. Run a full set of use cases and make sure the results are matching the expectations.
  3. Complete the POS live testing for 1–7 days.
  4. On the seventh day, roll out the new version to all the POS iPads.

Modern POS Deactivation

Use these steps to turn off the app:

  1. If you are logged in, select Menu > Sign Out.
  2. Close the app.
  3. Relaunch the app.
  4. On the login screen top right, tap a few times. A menu shows to reset the app.The reset app menu for the POS App on an iPhone
  5. Select Reset POS App.
  6. Close the app and now you're ready to activate the Modern POS app again.