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CRM.COM supports two reduction methods that define how the amount that is requested to be consumed (spend) by the customer will be reduced from the total amount that should be paid
- Front-End Reduction - The reduction is done by a front-end system (i.e. POS) by reducing the amount of money that the consumer should actually pay
- Back-End Reduction - The reduction is done is by a back-end system (i.e. PayPal) by letting the customer to pay for the full purchased amount and credit him through a payment gateway system or by generating a refund voucher
What is Point of Sale?
Point of Sale, usually, is the time and place where a retail transaction is completed and the ownership of physical goods is transferred from the seller to the buyer. In the CRM.COM Rewards & POS ecosystem, the POS is more than that, as is a gateway to the loyalty market - enabling merchants to focus on growing and retaining existing customers and provide the additional incentive to repeat customers by awarding their buying behavior
How
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to integrate your POS system to CRM.COM
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Through this integration guide, we will explain how to integrate a POS system with the CRM.COM using the Front-End Reduction Model. In this model the customer is firstly identified through CRM.COM, then the itemized POS sales transaction is submitted to CRM.COM in order to be awarded while the redemption is done in real time (either automatically or on customer request), resulting to a reduction on the POS for the amount that should be paid
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CRM.COM & POS Product Synchronization
What is a CRM.COM Product?
Products are physical goods that can be used by any type of business transaction within CRM.COM software. Products
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During the checkout process, where the customer's purchased products will be validated by CRM.COM in order to be awarded, products may do not exist in CRM.COM yet (due to a time-frame gap with the product synchorisation runs). Such products can be handled entirely by CRM.COM using a default product without preventing the checkout flow, and once the related record is created in CRM.COM the merchant can retrieve the intended purchased products for further analysis |
CRM.COM & POS Product Synchronization
CRM.COM Product Synchronization allows a POS system to add or update a group of products that exist in the POS with the ones in CRM.COM, resulting into creating new products or update existing ones (e.g. name, description, category) in the CRM.COM
What is a CRM.COM Product?
Products are physical goods that can be used by any type of business transaction within CRM.COM software. Products are classified into services and physical goods. They can be sold rented or simply used by customers through multiple business events such as subscriptions, jobs, activities, direct sales and can also be awarded to reward participants through rewards
In addition, Products in CRM.COM have the following attributes that are used to determine their operational characteristics, define trademarks and group products based on common physical characteristics
- Product Type (can be set automatically by CRM.COM)
- Product Brand
- Product Family
- Product Categories
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How Product Synchronization between POS and CRM.COM works works
Product Synchronization can be achieved using CRM.COM Web API methods that a POS system can call periodically in order to synchronize products information that exists in the POS with the ones in CRM.COM, resulting into creating new products or update existing ones. Prior product synchronization, the merchant that owns the POS system should map correctly the POS product information with the CRM.COM product information (a suggested mapping was described previously, where we presented the various product attributes)product information between POS and CRM.COM
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Product Synchronization Flow
The flow described below is an example of synchronizing products from a POS system into CRM.COM
Product Synchronization can be achieved using existing CRM.COM Web API methods, where product information (as described previously) can be passed through a product parameter set
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