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Capturing Customer Information for Sales in Point of Sale

Configure a layout to show customer information such as name, email address, address, and other details to show associates in the Point of Sale (POS) app during a sale.

For details on capturing customer information for returns, refer to this article.

Prerequisites

  • Modern POS App Build: 7.14.5 or greater; 10.2.1 or greater for offline support
  • Platform Support: iPad, iPhone
  • Offline Support: yes

Configure Point of Sale CMS for Customer Information Layouts for Sales

Set up Point of Sale CMS to manage customer information layouts and view customer information for sales in the Point of Sale (POS) app.

Creating Customer Information Layout

Create a layout for capturing customer information in the CMS. For more information, seelayouts.

  1. In the CMS, go to Layouts > Layout Pages > Add Blank Layout.
  2. Add fields for customer information capture. For a list of common fields and their recommended values under Form Elements, refer to this section.
  3. Add a CTA button with a Button Action of "Save Customer Info to Cart" to save the customer information to the cart.
  4. (Optional) For any Form Element that you don't want users to edit after it is entered and saved for a transaction, turn on “Disable Default Value Edits."
  5. (Optional) For fields like lottery code, where the input is typically through an external scanner, turn on 'Allow Barcode Input.'The Customer Info section in Point of Sale CMS.

Common Customer Information Fields

Customer Information Form Element - Field
Salutation salutation
Suffix suffix
First name firstName
Last name lastName
Second name secondName
Customer ID customerId
Alternate customer ID alternateCustomerId
Loyalty ID loyaltyId
Email address email
Phone number (business) phoneBusiness
Phone number (home) phoneHome
Phone number (mobile) phoneMobile
Fax number fax
Tax ID taxInfo.taxId
Address Line 1 address.addressLine1
Address Line 2 address.addressLine2
City address.city
State address.state
Postal Code address.postalCode
Country address.country

Capturing customer information online can be done through a deep link. For offline capture, both the deep link and clienteling icon can be used.

Customize Customer Information Layout Mappings

  1. In CMS, go to Store Management > Store Settings > Clienteling.
  2. Edit Customer Information Capture Configuration (customerInfoConfig).
  3. Select a layout for the Transaction Type of Sale. This store setting functions similarly to the app configuration setting "Customer Info Layout (CustomerInfoLayoutID)." From app builds 10.3.1 onwards, use the Customer Information Capture Configuration (customerInfoConfig) instead.
  4. Optionally, turn on Allow Customer Info Modification to permit editing of customer information after an order is placed.The Customer Information Layout Mappings Configuration section of Point of Sale CMS with the No Receipt Return setting turned on.

Configuring Layout Accessibility

Capturing customer information online can be done through a deep link. For offline capture, both the deep link and clienteling icon can be used.

Configure Clienteling Icon

Important
Important Turn off Disable Clienteling Search in Checkout (HideClienteling) to show the clienteling icon.
  1. In CMS, go to Apps.
  2. Edit ‌app configuration.
  3. Turn on Show Clienteling Icon (ClientelingVisibility).

Configuring Receipts

Customer information can be printed on both print and email receipts.

Configure Print Receipts

  1. In CMS, go to Apps.
  2. Edit ‌app configuration.
  3. Go to Modules > POS.
  4. Edit Receipt Configuration.
  5. Configure print tags for printing customer information by referring to this article.

Configure Email Receipts

  1. In CMS, go to Store Management > Email & Print Templates.
  2. Select Transaction Print Receipt.
  3. Configure email tags for printing customer information by referring to this article.

View Customer Information Layouts and Reports for Sales in the POS app

Access and configure customer information layouts for sales in the Point of Sale (POS) app.

Capture Customer Information Online

Add products to the cart and tap the Get Customer Info Layout deep link. Add the customer's information and save it. If "Disable Clienteling Search in Checkout" (HideClienteling) is turned off, the Clienteling icon updates to show the customer's first name and indicate that this is a guest order.

The Customer Info window in the POS app.

Capture Customer Information Offline

Add products to the cart and tap either the Clienteling icon or the Get Customer Info Layout deep link. Add the customer's information and save it. If "Disable Clienteling Search in Checkout (HideClienteling)" is turned off, the Clienteling icon updates to show the customer's first name and indicate that this is a guest order.

Important
Important In addition to disabling the "Disable Clienteling Search in Checkout" (HideClienteling) setting, make sure that a layout is configured and linked under "Customer Info Layout" (CustomerInfoLayoutID) in your app configs for the clienteling icon to be visible.

The POS app offline and in Guest Mode, with an item in the cart.

Edit Customer Information

If Allow Customer Info Modification is turned on, the customer's information can be edited in the cart and on the order details screen. To do this, tap the Order Historydeep link and search for an order. Then, tap the customer's name to show the Customer Information window, allowing you to edit the customer's information.

The Customer Info window in the POS app.

Reporting

Customer information is logged in the TLogs at the transaction level. Note that the format differs between XML and JSON.

In XML, the first and last names are merged into a single field, "OfficialName".

<person>
     <OfficialName>John Doe</OfficialName>
     </person>

In JSON, they are stored as separate fields: "firstName" and "lastName".

{
     "person": {
     "firstName": "John",
     "lastName": "Doe" }
     }

Known Issues and Restrictions

  • Without a cart created, the POS app won't permit you to enter customer information using this feature.
  • If customer information is added to a cart as a guest and then an existing or new customer is chosen to link to the cart, the previously captured information is erased.
  • If customer information is added to a cart as a guest and then a suspended cart with another customer is linked, the previously captured information is erased and replaced by the customer from the suspended cart.
  • If customer information is captured in online mode and the same cart is used in offline mode, the app won't port the customer information as customer login is not supported in offline mode. The user has to add the information again before submitting the order.
  • If customer information is captured in offline mode and the same cart is used in online mode, the app ports the customer information as customer login is supported in online mode.
  • Federal ID collection as part of checkout is still not part of customer properties and can't be moved to the customer info layout.
  • If Save Address to User's Profile (App > Modules > Cart) is set to "Always Save Address," then the customer's profile address is linked to the shipping address in the cart. Every time a shipping address is added to the cart, it also updates the customer's profile address.