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How To Configure Customer Registration Through QR Code

Introduction​

The purpose of this document 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:

  • POS Terminal Configuration

  • Account Credentials Configuration

  • Option Sets Configuration

  • Menu Configuration

  • Broadcasting

Configuration Steps​

Prerequisites​

  • The user should have installed and setup Enactor POS successfully.

  • The user should have a successfully configured a Customer View Display.

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

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

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

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

For testing, the retailer_url should be configured as follows:

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

Option Sets Configuration​

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

The Option Sets Maintenance application can be accessed through:

Configuration -> Merchandise -> Attribute / Option Sets

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

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

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

The Option Sets Maintenance application can be accessed through:

Configuration -> System -> Menus

Navigate into your SALE menu and add the following button:

Click on 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