Overview
This guide outlines the process for verifying a customer’s loyalty information and picture on the POS. Cashiers will be able to quickly validate customer identities and loyalty details.
Step-by-Step Instructions
1. View Customer Information:
- Once the customer is selected, a new screen will automatically open.
- This screen will display the customer’s picture and their Customer Loyalty Card Code.
2. Review Customer Details:
- Verify that the displayed picture matches the customer at the POS.
- Confirm that the Customer number is correct as per the loyalty information.
3. Action Buttons:
- Cancel Button: Click "Cancel" if the details do not match or if the customer does not wish to proceed. This will close the view without adding the customer to the shopping cart.
- Select Button: Click "Select" to confirm the customer and proceed with adding them to the shopping cart for their purchase.
4. Complete the Sale:
- Continue with the sales process, knowing that the customer’s loyalty details are verified and correctly linked.
5. Configuration:
- This setting is configurable in the POS configuration under Role Settings, where you can enable or disable the validation of the customer’s picture before making any purchase.
