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Table of Contents

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DefinitionDescription
Identify Customer

The customer is identified on the POS system by providing an identification mean, such as email address, phone number or a card number

Create Customer BasketA 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 registration
Close Customer Basket

A customer's basket is closed when the last intended product to be purchased is registered in the POS (i.e. cashier counter) and no other adjustments will be made

Complete PaymentCompleting 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 TransactionAn award transaction refers to

Award is the amount that will be provided to the customer in the form of cashback when closing a customer's basket

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(given that the purchased products are eligible for an award based on a valid reward offer)

Spend TransactionA spend transaction refers to the amount

Spend is the amount (debited from the customer's wallet) that will be deducted from the

customer

basket's total

purchase amount when completing a payment

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

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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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