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Getting Started
The Point of Sale (POS) integration guide includes extensive and reference materials to aid POS system's developers for integrating any POS system with CRM.COM Rewards platform, using a set of recommended Web API methods provided by CRM.COM
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Point of Sale (POS) software is the system that is used by an agent (cashier) to sell goods to a customer and collect the due amount in usually a face to face (over the counter) manner
How to integrate your POS system to CRM.COM
Through this integration guidesection, 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
The following diagram illustrates the integration architecture and key integration points
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Key Definitions
The following section lists a number of key definitions that describe the key points and processes in a POS & CRM.COM Rewards integration
| Definition | Description |
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| 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 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 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 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 Transaction | An award transaction refers to the amount that will be provided to the customer in the form of cashback when closing a customer's basket - given that the purchased products are eligible for an award based on a valid reward offer |
| Spend Transaction | A spend transaction refers to the amount that will be deducted from the customer's total purchase amount when completing a payment |
| 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 |
Integration Flow
The customer is firstly identified providing CRM.COM, then the itemized POS sales transaction is submitted to CRM.COM in order to be awarded
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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
The following diagram illustrates the POS & CRM.COM Rewards integration flow
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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 usually through a background batch process, resulting into creating new products or update existing ones (e.g. name, description, category) in the CRM.COM
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In addition, Products in CRM.COM have the following attributes a set of attributes (type, brand, family, categories) that are used to determine their operational characteristics, define trademarks and group products based on common physical characteristics
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Product
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Product Type
Product Type is used to determine the operational characteristics of products, and classify a product as a physical good or a service and what kind of a good or service is (i.e. termed, usage, traceable, non-traceable). For POS integration purposes, all products should have a product type that classifies products as non-traceable physical goods.
Product Brand
Product Brand is used to define trademarks or distinctive names that serve to identify a specific Product
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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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