Enrolling a customer when offline

When enabled, the POS can accept membership enrollments offline. To enable offline enrollments, refer to Loyalty Options > Allow Enroll When Offline. Offline enrollments can be processed by doing one of the following:

• Saving the enrollment information and processing it when the POS is back online.
• Using membership SKUs when the POS is offline to the Instant Membership Service in the retailer’s CRM system.
  Note

  Ensure that there are available customer IDs in the In-Store Server to use for offline membership enrollments.

Configurable features

The POS application can be configured with the following features:

• Apply loyalty promotions and pricing on eligible items for a newly enrolled member during a sales transaction, after an offline membership enrollment is performed, by using a default loyalty customer ID. Refer to the following option:
  • Member > Promo Customer ID in Offline Customer Enrollment
• Collect the Sold By Employee number and print it on the member information chit. Refer to the following option:
  • Information Form Definitions > Info Set Name > EnrollCustomerInfoPrompts
  • Information Field Definitions > SoldByEmployee
  Note

  The Sold By Employee number also refers to the Referring Employee number.

Saving enrollment information

To enroll a customer while the POS is offline, follow the steps in Enrolling a Customer. After entering the required customer details, the POS displays an information message indicating that enrollment is offline and that the customer's details have been saved.

Select OK. The POS adds the new member to the transaction, and the Client Lookup panel displays the customer’s phone number.

Using instant membership

To enroll a customer using a membership SKU when the POS is offline, follow these steps:

1. Enroll a customer using the instant membership SKU. For more information, refer to Processing an instant membership enrollment. The application displays a confirmation message indicating that the Instant Membership Service is offline.
2. Select Continue. The application displays the Member Confirmation screen.
3. Select Yes to confirm the member information. The application prints the member information chit.

   An information message indicates that the Membership Service in unavailable and instructs the associate to place the printed chit in the drawer.

4. Select OK. The application displays the Tender Menu screen.

Member information chit

When configured, the application prints a member information chit, which displays the member's profile status, details, and optionally, the Sold By Employee number, after enrolling a customer when offline.

Sample receipt