Merchant account

Merchant through theirs account can view basic customer data and activity within Loyalty Program, and manage their own personal information.

Your till is equipped with a touchscreen displaying the Open Loyalty POS Cockpit. Touch a control element (e.g. buttons, entry fields, etc.) displayed on the screen using your finger or a blunt object. The control element is activated and the function requested is executed.

The general elements described below provide you with transaction details, loyalty program operations and allow you to enter information or select functions displayed.

Home Page

The POS Cockpit Home page provides button links to main details of loyalty activities: transactions, customers, Earning Rules and Reward Campaigns

POS Cockpit Home Page

Match transaction & customer

Allows to link transaction with Customer Account directly from the POS. Based on matching transaction with customer identification factors priority (set up in Configuration). Useful when only transactions are sent to Open Loyalty

*To remain about identification factors please see Configuration

Match transaction & customer

Register customer

Allows to register new customer directly from the POS. Useful when new customer want to register to Loyalty Program during his shopping in a store

Register customer

Find customer

Allows to find specify customer with a link to each to preview his profile details directly from the POS

Find customer

Find transaction

Allows to find specify transactions and preview its details directly from the POS with a link to each to see more information

Find transaction

Reward campaigns

Lists all available rewards with details about target, limits, cost in points and status with a link to each to see more information

Reward campaigns

Earning Rules

Lists all available rewards with description and details about type, time boundaries when rule is active and status with a link to each to see more information

Earning Rules