1 | WorldSmart's SmartRetail Interface Summary Page

This is a summary page for the WorldSmart SmartRetail interface with Bepoz. This page includes specific information about this interface as well as links to further resources that provide additional details about the interface.

This is a summary page for the WorldSmart SmartRetail interface with Bepoz.

This page includes specific information about this interface as well as links to further resources that provide additional details about the interface.

About

SmartRetail is one of the many External Systems that Bepoz can integrate with
WorldSmart's SmartRetail Loyalty is used by organizations to provide a centralised system for reporting, analytics, pricing, promotions and inventory data
SmartRetail Points Balance data is stored on the SmartRetail Server and is not stored in BackOffice or the Bepoz Database; this interface 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
To integrate with the SmartRetail System a Till Extension will need to be created in BackOffice for each Workstation that will be used as a Smart Card Reading device

SmartRetail will also need to be installed on the same till as SmartPOS

Prerequisites

To access SmartRetail Loyalty features, the applicable Operator Privileges will need to be enabled

Operator Maintenance 'General' Tab

System Setup: "Access Venue, Stores & Tills" Flag
System Setup: "Maintain Venue, Stores & Tills" Flag
System Setup: "Maintain Till Function Maps" Flag

Operator Maintenance 'Maintenance' Tab

Accounts & Membership: "View Accounts" Flag
Accounts & Membership: "Edit Accounts" Flag

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

Key Features

BackOffice Setup

To enable communication with the SmartRetail Server so that SmartRetail Loyalty Cards can be used to earn and redeem points via SmartPOS Workstations, a Till Extension Device will need to be added in BackOffice to each required Till

The Till Extensions' connection with the SmartRetail Server, in-turn enables the interface with Bepoz
This is simple to setup and includes an option to create matching Accounts in the local database when they're retrieved
Additionally, various options for printing can be enabled

For Points Earning and Redemption, Points settings will need to be configured including:

Points Profile which should match that of SmartRetail's Points Earn & Redeem requirements for consistent Earning & Redemption of Points
All other Points Profile configurations (e.g., Till-level Default Points Profile, Account-level, Store-level) should be set to 100.00%

SmartPOS Functionality

When a SmartRetail Card is read at a SmartPOS Workstation, if the SmartRetail Account matches to an existing Account in the Local Bepoz Database then that Account will be retrieved

However, if when a SmartRetail Card is read at a SmartPOS Workstation and the SmartRetail Account does not match to an existing Account in the Local Bepoz Database then one will be created - provided that the Till Extension Device has been configured to do so by enabling the Create Bepoz Account flag

SmartRetail Accounts cannot be retrieved/opened without a corresponding Card inserted into the Card Reader; the system will reject if an Operator manually opens a SmartRetail Account from SmartPOS

In other words, the only way to open SmartRetail Member Account is by using a card which triggers an Account to be opened automatically to SmartPOS

Quick Links & Additional Resources

SmartRetail Interface BackOffice Setup
SmartRetail Interface Print Features
SmartRetail Interface SmartPOS Usage