When defining segmentation rules for app configs in Point of Sale, prioritize specificity and granularity to resolve conflicts. Clear precedence ensures that registers or associates are targeted accurately, enhancing app functionality and user experience.
Example
To take an example, if there are four app configs–Manager mPOS, Associate mPOS, Manager Fixed, Associate Fixed–with segmentation rules as follows:
| App Config Name | Segmentation Rule | ||
|---|---|---|---|
| Device Type Segmentation | Personnel Segmentation | Location Segmentation | |
| Fixed POS Manager | Device=iPad | Role=Manager | All |
| Fixes POS Associate | Device=iPad | Role=Associate | All |
| mPOS Manager | Device=iPhone | Role=Manager | All |
| mPOS Associate | Device=iPhone | Role=Associate | All |
Then, when a store user, Jane Smith, logs in on an iPad, and thier role is Manager, their register is served the Fixed POS Manager app config. Now, imagine that a fifth app config is added where the Personnel criterion of its segmentation rule targets an associate with ID equal to “Jane Smith”. In this case, when Jane logs in, the register receives the fifth app config, Jane Smith App Config.
| App Config Name | Segmentation Rule | ||
|---|---|---|---|
| Device Type Segmentation | Personnel Segmentation | Location Segmentation | |
| Fixed POS Manager | Device=iPad | Role=Manager | All |
| Fixes POS Associate | Device=iPad | Role=Associate | All |
| mPOS Manager | Device=iPhone | Role=Manager | All |
| mPOS Associate | Device=iPhone | Role=Associate | All |
| Jane Smith App Config | Device=iPad | Associate=Jane Smith | All |
App Launch (Before Login)
If a token is entered, the app config with the matching token is loaded. However, If no token is entered, the default app config for the merchant is loaded.
Associate Login (After Login)
When an associate logs in, the app config that will be served is the one with the highest-ranking (meaning most specific) segmentation rule that targets that associate and/or their register. Refer to the following table for that rank ordering.
| App Config Order of Precedence | Device Type | Personnel | Location | ||
|---|---|---|---|---|---|
| iPad/iPhone | Role | Associate | Store Group | Store | |
| 1 | ✓ | ✓ | ✓ | ||
| 2 | ✓ | ✓ | ✓ | ||
| 3 | ✓ | ✓ | ✓ | ||
| 4 | ✓ | ✓ | ✓ | ||
| 5 | ✓ | ✓ | |||
| 6 | ✓ | ✓ | |||
| 7 | ✓ | ✓ | |||
| 8 | ✓ | ✓ | |||
| 9 | ✓ | ✓ | |||
| 10 | ✓ | ✓ | |||
| 11 | ✓ | ||||
| 12 | ✓ | ||||
| 13 | ✓ | ✓ | |||
| 14 | ✓ | ✓ | |||
| 15 | ✓ | ||||
| 16 | ✓ | ||||
| 17 | ✓ | ||||