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Omnichannel

Scoping Questions
  1. Is an omnichannel view of customer data required at POS?
  2. What channels should be included? (in-store, online, mobile, call centre)
  3. Should cross-channel transaction history be visible?
Configuration Example

Omnichannel visibility at POS is configured through the CRM integration layer. Key settings include:

  • Channel visibility - in-store, online, mobile transactions
  • Order status - view customer order status from POS
  • Wishlist - access customer wishlists for assisted selling
  • Unified profile - single customer view across channels

These settings are configured through the CRM and integration configuration.