4 | SmartRetail Interface SmartPOS Usage

This article includes SmartPOS usage examples of the SmartRetail Interface. Operators can access the Smart Retail interface from SmartPOS once the BackOffice Setup and Printing Setup is completed. This integration allows for SmartRetail users to Earn Redeem points, create update SmartRetail Member Accounts in Bepoz, and Print SmartRetail information from SmartPOS.

This article includes SmartPOS usage examples of the SmartRetail Interface.

Operators can access the Smart Retail interface from SmartPOS once the  BackOffice Setup  and  Printing Setup  is completed.

This integration allows for SmartRetail users to Earn & Redeem points, create & update SmartRetail Member Accounts in Bepoz, and Print SmartRetail information from SmartPOS.

SmartRetail Points Balance data is stored on the SmartRetail Server and is not stored in BackOffice or the Bepoz Database; this integration facilitates retrieval of the Points & Account data to be displayed in SmartPOS and can optionally create & update Accounts in Bepoz to further enhance the customer experience/loyalty.

Prerequisites

• Existing users of SmartRetail should have the latest version as suggested by SmartRetail Support
  
• If needing to upgrade the SDKs, contact WorldSmart SmartRetail Support as they might need to reconfigure the SDK
• New users of SmartRetail will need to install both SDKs and the Card Reader Driver
• Contact WorldSmart SmartRetail Support for installation of the required SDKs if needed
• Also, request the required File sets from WorldSmart SmartRetail Support
  
• Place the WorldSmart SmartRetail Black Box Server in the manager office, back office room, or other secure location
• Make sure that the connection is running and File sets are generated otherwise the cards would be blocked
• For assistance with the WorldSmart SmartRetail Black Box Server and/or installation of required components and files, please contact WorldSmart SmartRetail Support
• The remainder of this article will cover workflow and usage regarding Bepoz components
• To access SmartRetail Loyalty features, the applicable Operator Privileges will need to be enabled 
• Operator Maintenance 'Till Privileges' Tab
• General: "Operate Tills" Flag 
• All "Accounts & Discounts" Flags 

SmartPOS Workflows 

Considerations

Card Must Be Inserted

• As a reminder, SmartRetail Accounts cannot be opened in SmartPOS without the associated SmartRetail Member Account Card inserted into the connected Card Reader
• When properly inserted & read, the Card will trigger the SmartRetail Account to be opened automatically in SmartPOS

Locked Cards

• If a Locked Card (typically one that has been reported as Lost) is inserted into the Card Reader, a "Card Is Locked (Lost)" message prompt will appear on the SmartPOS screen
• This Card cannot be used
  

Blank Cards

• On the rare instance that a blank Card is inserted into the Card Reader, the "Reading Card..." message prompt will appear indefinitely, however, after 30 seconds another message prompt will appear - "Reading card process exceeds 30 secs. Do you want to continue to wait another 30 secs?"

• If YES is selected, the original message prompt will reappear

• If No is selected, the action will be canceled

• This message prompt may also appear even if a Card is not blank if there is a slow response from the Card Reader

Earn Points

• After a SmartRetail Member Account Card has been properly inserted into the Card Reader, Read, and the Account has been retrieved, the Account can Earn Points
• The Card must be left in the Card Reader during the Transaction and until after the Transaction has been Finalized
  

1. The Account's current Points Balance will initially display along with the Account Information above the Transaction Window
2. As Products are added to the Transaction, the Points being Earned in the current Transaction will display next to the Points Balance
3. After ensuring that full Payment has been Processed and the Transaction has been Finalized, a message prompt will appear displaying the Total Points Awarded to the Card
4. The next time the Account is retrieved, the new Points Balance can be confirmed

• If the Card is removed from the Card Reader prior to the Transaction being Finalized, the Earned Points will not be Awarded to the Account; a warning message prompt will appear
  

• As a reminder - Points Balances, Earned, and Redeemed Amounts for SmartRetail Member Accounts are only retrieved from the SmartRetail Server; they are not stored in Bepoz

Redeem Points

Item Use Points & Sale Use Points

• After a SmartRetail Member Account Card has been properly inserted into the Card Reader, Read, and the Account has been retrieved, the Account can also Redeem Points from the SmartRetail Points Balance
  
• For the Points to be Redeemed from the Account, the Card must be left in the Card Reader during the Transaction and until the Transaction has been Finalized 
  

1. The Account's current Points Balance will initially display along with the Account Information above the Transaction Window
2. After adding Products to the Transaction, either of the "Use Points" Till Functions can be used to Redeem Points up to the Points Balance available; these include:
   
• Item Use Points - this will Use Points for the currently highlighted Product line; this Till Function can optionally be configured to Redeem Partial
  
• Sale Use Points - this will Use Points for all of the Products in the Transaction; this Till Function can optionally be configured to Redeem Partial
  
3. After ensuring that full Payment has been Processed and the Transaction has been Finalized, a message prompt will appear displaying the Total Points Redeemed along with the Points Awarded to the Card

Redeem for Cash Value or Gift Voucher

• After a SmartRetail Member Account Card has been properly inserted into the Card Reader, Read, and the Account has been retrieved, the Account can also Redeem Points from the SmartRetail Points Balance
  
• For the Points to be Redeemed from the Account, the Card must be left in the Card Reader during the Transaction and until the Transaction has been Finalized

1. The Account's current Points Balance will initially display along with the Account Information above the Transaction Window
2. Select an available "Redeem Points" Till Function to be used to Redeem Points up to the Points Balance available; these include:
• Redeem Points for Cash - this can be used to apply a set Cash Value to the current Transaction which is useful when there aren't enough points to redeem an entire Product; optionally this can be used to pay Cash out for the Redeemed Points
  
• Redeem Points for Gift Voucher; this can be configured for a specific Voucher Setup ID or to prompt with a list of available Vouchers
3. Enter the Cash Value Amount to be Redeemed up to the maximum Value available
4. A message prompt will confirm the Amount of Points being Redeemed and the Cash Value; select YES to continue
5. After Finalizing the Transaction, the new Points Balance can be confirmed