Customer Information

The following table lists the EOM options associated with collecting Customer Information.

Software feature	EOM options
Customer Information	Company Setup > State List State Abbreviation State Name
Company Setup > Canadian Province List Province Name Province Abbreviation
Company Setup > General Enable Prompt To Display Invalid Barcode Error Message
Promotions and Marketing > Communication Displays Prompt Customer Decline Notification
Store Setup > Local Customization Prompt For State State Display Text Store Country Code
Customer Display	Promotions and Marketing > Communication Displays Customer Display Line 1 Customer Display Line 2
Customer Privacy	Receipt Setup > POS Receipts Privacy Policy Text
Receipt Setup > Receipt Printing Print Privacy Policy in Return Receipts Print Privacy Policy in Sale Receipts
Driver’s License	Store Setup > Store State Codes Sequence Number DL State Abbreviation DL State Name
Store Setup > Store Province Codes Sequence Number DL Province Abbreviation DL Province Name
Store Setup > Local Customization Allow both US States and Canadian Provinces for Drivers License
Company Setup > General Enable Prompt To Display Invalid Barcode Error Message
External Customer Information Validation	Universal Engine > Member Enable Popup Message when a Not Found Member is Added
Store Setup > Authorization Overrides ApproveInvalidatedEmailAddress ApproveInvalidatedPhoneNumber
Information Field Definitions	Setup > Information Field Definitions Alternate ID Custom Input data Custom Input Type Field ID Entry Method Input Mask Internal Storage Name Is Masked Is PED Only Linked Field to PED Data Field Maximum Length to enter the specific ID Minimum Length to enter the specific ID PED Input Field Validator Validator Data
Setup > Information Form Definitions Display Name Display Only Fields Display Order Do Not Prepopulate Fields Help Text File Info Set Name Optional Fields Parsed Input Validator PED Input Mode PED Verification View Required Fields Validator Validator Data
Setup > Personal ID Definitions Definition ID Display Name Info Form Name Personal ID Type
Setup > Personal ID Sets Personal IDs Personal Set ID
Tax Exemptions	Company Setup > State List State List
Company Setup > General Terms And Conditions And Signature Prompt
Store Setup > Local Customization POS Canadian Province List Store Country Code
Store Setup > Tax Override Setup Transaction Tax Exempt Tax Exempt Alternate Signature Tax Exempt Electronic Signature Tax Exempt Receipt Header
Store Setup > Tax Override Reason Code Sequence Number Tax Override Reason Code Tax Override Reason Description
Store Setup > Tax Exemption Definitions Allowed Compound Exemptions Confirmation Text Template Customer Text Template Description Exemption Id Rule Scope Info Collection Form International Name Exemption Code Restricted Locales Rider Text Template Prefix Signature Required Locales
Store Setup > Tax Exemption Rules Name Process Type Process Value Rule Id Tax Code Id
Tender > Tender Definitions Valid For Tax Exempt Transaction
Transaction E–mail, Telephone, and Zip Code Prompting	Store Setup > Local Customization Store Country Codes
Promotions and Marketing > Communication Displays Email Address Prompting Telephone Number Default Value Telephone Number Prompting Telephone Zip Code Prompt Placement Zip Code Default Value Zip Code Prompting Negative Exchange Prompting Positive Exchange Prompting Associate Discount Prompting Enable Customer Entry in Telephone and Zip Code Prompt Views
Promotions and Marketing > Loyalty Options Default to POS for: Member Lookup, Enroll, Receipt Preference, Email, Phone and Zip Enable Member Update Button

Software feature

EOM options

Company Setup > State List