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    12 Dec, 2022
    Also available in:EstonianFinnish

    Setting up the New Customer Display

    Hardware requirements:
    To use ERPLY's new Customer Display app, one must have an additional screen. Usually, that would be a tablet computer.


    Navigate to POS Settings -> Plugins -> Customer display and select Configure plugin. Under the category Pass phrase, click on Generate channel code

    This will generate a unique channel code that you must insert into the code field on the customer display screen. Press Start to begin using Erply Customer Display.

    Configure the Customer Display Plugin

    The default configuration of the Customer Display allows users to start using the integration by just entering the channel code to the Customer Display code field. With more settings, the user can achieve the full potential of the Customer Display service. A quick overview follows.

    The customer display offers a wide variety of features to use. All the features of the Customer Display are customizable from the Customer Display plugin page. After customizing the settings, the Customer Display plugin will require a restart to apply the settings. Simply turn off the plugin then turn it on again.

    Customer creation form

    Customer creation configuration is a simple checkbox system used to configure the fields. The Customer Display will receive the customer creation form according to the set configuration. 
    For example: selecting First name and Last name will only display named fields in the customer creation form.

    Text fields are configurable.

    Workflow configuration

    The preset after-sale workflows are as listed: 

    • Show email input
    • Show QR code with receipt link
    • Show QR code with a custom link

    All of the text that is present in the Customer Display is configurable from the configuration page. Some of the fields are set with variables from the POS, while others are static text that can be changed to anything one desires. 
    After configuring, it's important to save the configurations by clicking on SAVE CONFIG.


    LOGO LINK - Insert a link to the logo of your choice.
    LOGO TYPE - File type. Should usually be JPG or PNG
    TEXT - Will be displayed at the upper centre side


    AMOUNT REPLACEMENT ID - Should usually be a variable _amt_
    CANCEL TEXT - Cancel the donation
    CONFIRM TEXT - Confirm the donation
    OK TEXT - Donation successful
    CONFIRMATION SUBTITLE - Subtitle for the confirmation
    CONFIRMATION TITLE - Title for the confirmation
    INPUT PLACEHOLDER - Donation amount insertion field
    SUBTITLE - Subtitle for the donation
    THANKING TEXT - Thank-you text after completing the donation
    TITLE - Title for the donation


    CANCEL TEXT - Cancel the coupon insertion
    CONFIRM TEXT - Confirm the coupon
    OK TEXT - Coupon read success
    CODE APPLIED SUBTITLE - Coupon applied subtitle. Can include a variable _couponDiscount_
    CODE APPLIED TITLE - Coupon successfully applied
    CODE DISCOUNT ID - Should be a variable _couponDiscount_
    CODE FAILED SUBTITLE - Coupon read fail
    CODE FAILED TITLE - Coupon application failed
    CODE PLACEMENT ID - Should be a variable _couponDiscount_
    CONFIRMATION SUBTITLE - Request to confirm the coupon. Can include a variable _coupon_
    CONFIRMATION TITLE - Request to confirm the coupon
    INPUT PLACEHOLDER - Code insertion field
    SUBTITLE - Coupon code subtitle
    TITLE - Coupon code title

    Customer lookup

    EMAIL OK TEXT - Email read successfully
    EMAIL PLACEHOLDER - Email insertion field
    EMAIL SUBTITLE - Subtitle to insert the email
    EMAIL TITLE - Title to insert the email
    PHONE OK TEXT - Phone read successfully
    PHONE PLACEHOLDER - Phone insertion field
    PHONE SUBTITLE - Subtitle to insert the phone number
    PHONE TITLE - Title to insert the phone number

    Customer registration

    CANCEL TEXT - Text to cancel customer creation
    CONFIRM TEXT - Text to confirm customer creation
    CONFIRM SUBTITLE - Customer creation confirmation subtitle
    CONFIRM TITLE - Customer creation confirmation title
    FAILED TEXT - Customer creation failed
    SUCCESS TEXT - Customer creation successful
    TITLE - Title for customer creation form

    Product upsell

    ADD TEXT - Add products
    CANCEL TEXT - Cancel the purchase
    CONFIRM TEXT - Confirm product upsell
    CONFIRM SUBTITLE - Confirm the purchase subtitle
    CONFIRM TITLE - Confirm the purchase title
    PRICE TEXT - Offer price
    FAILED TITLE - Purchase failed
    SUCCESS SUBTITLE - Product purchase successful subtitle
    SUCCESS TITLE - Product purchase successful title
    TITLE - Product upsell title


    SUMMARY DISCOUNT TEXT - Discount total
    SUMMARY NET TEXT - Net total
    SUMMARY TAX TEXT - Summary tax
    SUMMARY TOTAL TEXT - Total summary
    PRODUCT CODE - Code of the product
    PRODUCT DISCOUNT - Discount of the product
    PRODUCT PRICE - Price of the product
    PRODUCT NAME - Name of the product
    PRODUCT AMOUNT - Quantity of products. 
    SHOPPING GRATITUDE TEXT - Gratitude text after the purchase


    PHONE SMALL KEYBOARD STATE - NUMBERS - a type of keyboard to show when typing a phone number
    PURCHASE INACTIVITY TIMEOUT - Timeout in seconds
    DEFAULT CONTENT - show default content 
    Nice to know: every field is configurable.

    Configuring custom ads

    Customized videos and images can be displayed on the Customer Display app. We urge you to upload the displayable media source to a server of a trusted service provider. 

    QR code

    Once configured, a QR code could be displayed with a title and a subtitle. Setting a timeout (in seconds) will show the QR code for a set time.
    Showing the QR code with a custom link is possible. Modify the data field to change the QR code's endpoint.

    Creating a product for donation

    A donation product is mandatory to collect tips/donations from the customer and needs to follow the criteria:

    • Non-refundable
    • Zero priced
    • Not discountable

    After the donation product has been created, a search for the designated donation product is possible. Click on "SEARCH" to reveal the list of all products. If the product couldn't meet the criteria set for the donations, product selection is not possible. An indicator showing the currently selected product acting as a donation is also visible.