Overview

Kounta is a cloud based POS system with which CRM.COM has integrated with in order to handle rewards based on purchases logged in Kounta.

Through Kounta you can capture sales executed on the POS and handle awards and spends of the participant. For example, while making a new sale on Kounta, available awards of the customer can be automatically redeemed; i.e. deducted from the amount they must pay

Setting Up Kounta 

To start using Kounta, setup is required both in CRM.COM and Kounta

Set up Kounta

Set up profile and products

1. Go to Kounta Website www.kounta.com and login or sign up for a new account

2. From the left menu click on the Company icon 
   1. Provide your company information
3. From the left menu click on the Products icon 
   1. Provide the products to be sold through Kounta

Create a CRM.COM add-on

1. From the left menu click on Add on icon
2. Click on create a new Add-On 
   

3. Provide all related information as shown bellow (based on the already configured "CRM.COM R&D" Add-On)

   Addon Details Tab
   App Name	'application name' i.e. CRM.COM R&D
   Redirect URL	https://'application server'/rest/kounta/authorisation/grant-access?orgid='org name' i.e. https://cloudtest.crm.com/crmapi/rest/kounta/authorisation/grant-access?orgid=RJITEST108
   Client ID	As Is i.e. tOUQ89U03T7m9fI3
   Client Secret	Generate a new secret (and save it locally) i.e. vgoi01yPKtY56Ps73BgybY14w7Hmq2jMHRics8Ni
   Auth URL	As Is
   Token URL	As Is
   Signature Token	As Is
   Loyalty Tab
   Actions/Rewards URL	https://'application server'/rest/kounta/loyalty/reward-lookup?orgid='org name' i.e. https://cloudtest.crm.com/crmapi/rest/kounta/loyalty/reward-lookup?orgid=RJITEST108
   Customer Search URL	https://'application server'/rest/kounta/loyalty/customer-search?orgid='org name' i.e. https://cloudtest.crm.com/crmapi/rest/kounta/loyalty/customer-search?orgid=RJITEST108
   Payments Tab
   All Fields	No

   
   

4. Save all changes

Set up CRM.COM

In order for Kounta to work the following must be configured in CRM.COM

These settings are required to authenticate CRM.COM and communicate with Kounta

1. Navigate to Kounta

2. Provide the following information in the Kounta settings

   Parameter	Value
   User	A CRM.COM User that will be logged for all transactions in CRM.COM executed through Kounta
   Unit	The Unit of the User Note The Unit must be configured as a Rewards Merchant (partner) This Unit should be also the default Unit of the User
   Kounta Parameters
   Client ID	As provided by Kounta
   Client Secret	As provided by Kounta
   Redirect URL	As set in Kounta
   Authorisation URL	As provided by Kounta
   Token URL	As provided by Kounta and add ".json" at the end i.e. https://api.kounta.com/v1/token.json
   API URL	As provided by Kounta i.e. https://api.kounta.com/v1
   Signature Token	As provided by Kounta

   
   

3. SAVE the settings 
4. From the Actions Menu click on Actions > Authorise which will transfer you to Kounta page
   1. Choose the company to be accessed if more than one are configured

   2. Click on Grant Access 

      Note
      Ensure that pop-ups are not blocked and that you are already logged in Kounta

      
      

5. You will receive the message 'Access Granted' and now you are ready to start using Kounta

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Using Kounta

1. Login to Kounta - https://www.kounta.com/
2. Click on the POS icon 
3. Select the POS you want to login to
4. Select the user  (i.e. the counter person)
   1. Select George.
5. Provide Password 1111
6. Select and add products to Kounta basket
7. Once you finish withe with the products you must add to the basket click on Add Customer icon 
8. You can search for the customer using his Access Token 'Authentication Code'
   1. If the customer has been retrieved in the past then he can be found also by using email address, name or phone number
      1. Once you find the contact click on his icon to select
   2. If the contact is not local (i.e. has never before been retrieved in Kounta)
      1. Provide authentication code
      2. Click on CRM.COM icon to search in CRM.COM
      3. Click to select the contact
9. Once the contact is retrieved you can see his total Wallet Balance
10. Click on 'Pay with CRM.COM Rewards'
    1. Kounta will then provide the total allowed discount for the bought products including any cashback from the current purchase. 
    2. Click on Save 
       Once you save the purchase, the money will be deducted from the owner's wallet.
    3. Click on Check-out and select one of the available Fast Cash options

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