How To Configure Customer Registration Through QR Code

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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.

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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.

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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.

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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:

Open the User Interface tab, then the Customer View sub-tab, and tick Enable Customer Sign Up QR to display the sign-up QR code on the Customer View.

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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 record with the ID of CUSTOMER_QR_DATA and enter the following:

Set Account Type and Name to Customer QR Data, tick Is Live / Active, and enter User ID as Customer_Client_Id. Leave Account ID and Account Qualifier blank and tick Use System Key.

Field	Description
Account Type	Category of the credential; set to Customer QR Data.
Name	Display name for the credential.
Is Live / Active	Enables the credential for use.
User ID	Client ID used by the credential; set to Customer_Client_Id.
Account ID	Optional account identifier; not required for this credential.
Account Qualifier	Optional qualifier for the account; not required for this credential.
Use System Key	Encrypts the credential using the system key.
Prefer Signed On User Credentials	Uses the signed-on user's own credentials in preference to this record.

For testing, the retailer_url should be configured as follows:

On the Other Properties tab, add a property named retailer_url of type String and set its Value to the retailer's customer sign-up endpoint.

Property Name	Type	Value
retailer_url	String	URL of the retailer's customer registration endpoint, e.g. http://192.16.10.95:39871/WebCustomerSignUp/.

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

Confirm the saved record shows ID CUSTOMER_QR_DATA with Is Live / Active set to true.

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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

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

Set Name to Loyalty - IIN Range, leave Capture By Default unchecked, and add the text options start_range, end_range, min_pan_length and max_pan_length.

Field	Description
Name	Display name for the Option Set; set to Loyalty - IIN Range.
Capture By Default	Whether this option set is captured automatically by default; leave unchecked.
Maximum Occurrences	Maximum number of times the option set can be captured; set to 0 (unlimited).
start_range / end_range	Text options defining the IIN range boundaries.
min_pan_length / max_pan_length	Text options defining the allowed PAN length range.

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

Confirm the saved Option Set shows Attribute / Option Set ID LOYALTY_IIN with Type IIN Range Attributes for Region UK.

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Menu Configuration

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

Navigate into your SALE menu and add the following button:

Set Type to Event and Event to Show Customer SignUp QR, then set Button Label to Display QR so the button is clearly identifiable on the POS.

Field	Description
Type	Whether the button triggers an Event or a Menu Link; set to Event.
Event	POS event triggered by the button; set to Show Customer SignUp QR.
ID	Unique button identifier; set to ShowCustomerSignUpQR.
Button Label	Text displayed on the button; set to Display QR.
Button Message Id	Message resource key for the button label.
Button Message Base	Message resource bundle path used to resolve the label.
Image URL / Pressed Image URL	Optional button icon images; not required for this button.

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.

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Broadcasting

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

• POS Terminal
• Account Credentials
• Option Sets
• Menu

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

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