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The following section lists a number of key definitions that describe the key points and processes in a POS & CRM.COM Rewards integration
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flow
| Identify Customer | The customer is identified on the POS system by providing an identification mean, such as email address, phone number or card number |
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| Create Customer Basket | A customer's basket is created when a fixed set of products that is intended to be bought by the customer are presented to the POS (i.e. cashier counter) for registrationsubmission |
| Close Customer Basket | A customer's basket is closed when the last intended product to be purchased is registered submitted in the POS (i.e. cashier counter) and no other adjustments will be made |
| Complete Payment | Completing a payment is the process where the customer is prompted to pay for the purchased products via any form of payment, such as cash, credit cards, and awarded cashback |
| Award | Award is the amount that will be provided to the customer in the form of cashback (credit the customer's wallet) when closing a customer's basket (given that the purchased products are eligible for an award based on a valid reward offer) |
| Spend | Spend is the awarded amount (debited from the customer's wallet) that will be deducted from the basket's total amount that the customer should pay for |
| Default Product | During the process of awarding a customer's purchased products, some 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 interrupting the POS flow, and once the related record is created in CRM.COM the merchant can retrieve the intended purchased products for further analysis |
How to integrate your POS system to CRM.COM
Through this section, we will explain how to integrate a POS system with the CRM.COM using the Front-End Reduction Model
The customer is firstly identified providing CRM.COM, then the itemized POS at the POS agent by providing his identification details, such as phone number, card number. Once the customer is identifier, the agent is creating the customer's basket into the POS software by submitting all products to it. When the last intended product to be purchased is submitted in the POS and no other adjustments will be made, the customer's basket is closed, and 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 paidThe following diagram illustrates the POS & CRM.COM Rewards integration flowaward the customer based on the purchased products. The payment is completed by collecting the due amount for the purchased products. The due amount can be settled via any form of payment, such as cash, credit cards, spending awarded amount, or even a combination of these
The following diagram illustrates the integration architecture and key points
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CRM.COM & POS Product Synchronization
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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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