Skip to main content

How To Configure Customer Registration Through QR Code

Introduction​

The purpose of this guide is to configure the Enactor POS to allow customers to register via a QR code shown on the Customer Display.

When correctly set up, the POS will present a dedicated Customer Sign Up QR code that the customer can scan (e.g. with a mobile device) to open the online registration page. This removes the need for staff to capture full customer details at the till, speeds up the registration process, and helps ensure that customer data is captured accurately and consistently.

Overview​

The following steps are required to configure Customer Registration through QR Code:

  1. POS Terminal Configuration - Enable the QR code display on the Customer View.
  2. Account Credentials Configuration - Create the credential record with the registration URL.
  3. Option Sets Configuration - Create the loyalty IIN option set.
  4. Menu Configuration - Add the QR registration button to the SALE menu.
  5. Broadcasting - Distribute all configuration changes to the POS.

Configuration Steps​

Prerequisites​

  • The user should have installed and set up Enactor POS successfully.
  • The user should have a successfully configured Customer View Display.
tip

For Customer View Display configuration, refer to the HowToGuide-ConfigureCustomerDisplay guide.

POS Terminal Configuration​

This section contains the configurations required to enable QR code display in the POS Terminal.

The POS Terminal Maintenance application can be accessed through:

Configuration > Organisation > POS Terminals

Estate Manager navigation path: Configuration > Organisation > POS Terminals

Select your POS Terminal and navigate to User Interface > Customer View and enable the checkbox for Enable Customer Sign Up QR as shown below:

POS Terminal Customer View tab with Enable Customer Sign Up QR checkbox highlighted

Account Credentials Configuration​

This section contains the Account Credentials that need to be added to enable Customer Registration through QR Code.

The Account Credentials Maintenance application can be accessed through:

Configuration > Financial > Account Credentials

Estate Manager navigation path: Configuration > Financial > Account Credentials

Create a new Account Credentials record with the ID of CUSTOMER_QR_DATA and enter the following:

Account Credentials creation form for CUSTOMER_QR_DATA showing required fields

For testing, the retailer_url should be configured as follows:

Account Credentials retailer_url field configured for testing

Click Save which should now display the created Account Credentials record as follows:

Saved Account Credentials record for CUSTOMER_QR_DATA

Option Sets Configuration​

This section contains the Option Set that needs to be added to enable Customer Registration through QR Code.

The Option Sets Maintenance application can be accessed through:

Configuration > Merchandise > Attribute / Option Sets

Estate Manager navigation path: Configuration > Merchandise > Attribute / Option Sets

Create a new Option Set with the ID of LOYALTY_IIN and add the following text options:

Option Set creation form for LOYALTY_IIN showing text options

Click Save which should now display the created Option Sets record as follows:

Saved Option Set record for LOYALTY_IIN

This section contains the Menu button that needs to be added to enable Customer Registration through QR Code.

The Menu Maintenance application can be accessed through:

Configuration > System > Menus

Estate Manager navigation path: Configuration > System > Menus

Navigate into your SALE menu and add the following button:

SALE menu configuration showing the QR registration button being added

Click Save to add the above button into your SALE menu.

This button can now be used to successfully register customers through QR codes in your POS.

Broadcasting​

To deliver the configuration changes to the POS, broadcast the following entities:

  • POS Terminal
  • Account Credentials
  • Option Sets
  • Menu
info

All four entities must be broadcast to the POS for the QR code customer registration feature to function correctly.