Scan and make Transactions

Use Kiosk Mode for automatic transactions

The steps below describe individual transactions. For automatic stamp or points accrual on supported cards, coupon redemption or subscription and membership visits, see Scanner APP - Kiosk Mode. Some templates still require confirmation; follow the setup and test-card checks before serving customers.

Find your customer

Make sure you are signed in to the Scanner App with your manager username (email address) and password. The screen and available actions can differ depending on your phone, the customer's card type and your card settings.

Choose how to find the customer:

• Scan: select Scan and point the camera at the QR code on the customer's loyalty card. The first time you scan, allow camera access if prompted. The Scanner App scans the code and shows the customer's details.
• Search: select Search customers, below the large Scan button at the bottom of the screen.

Search by phone, name, surname or loyalty card serial number

1. Ask the customer for their mobile phone number and type part of it into Enter customer or card details. You do not need the full number. This is usually the quickest way to find them. You can also search by first name, surname, email address or card number.
2. If more than one result appears, check the name, phone number and card details, then select the correct customer. Check that you have opened their intended card before continuing. If needed, enter more of the phone number to narrow the results.

Confirm the transaction

After entering a transaction, check the second screen and select Add or Redeem, as appropriate. You can usually continue without typing anything else. Add a comment if you want to leave a note.

For all card types, the owner controls whether a purchase amount is required in Settings → Purchase amount when charging → Purchase amount is required in Scanner App. If enabled, enter a missing purchase amount before confirming. If the amount is already filled in, check it instead of entering it again. A required comment is controlled separately by Comment when accruing → Require a comment when crediting.

See the Cashback confirmation screens for an example, then follow the guide for your card type.

Use loyalty alongside your till

If your POS is not connected to Loyaltymaster, record the sale and loyalty action separately. Follow Use Loyaltymaster with your POS without an integration to set up a checkout routine and compare the records.

Need help?

If anything is unclear, get help or contact our support team.