Scanner APP - Cashback Cards

Use the Scanner App to record a customer's purchase and redeem their available cashback.

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 Cashback card serial 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 Cashback card before continuing. If needed, enter more of the phone number to narrow the results.

Phone illustrations of the current controls, with customer details omitted. The same Add and Redeem choices are available in the computer browser. Select the image to enlarge it.

Add a purchase

1. On the customer's Cashback card, select Add and enter the purchase amount. For a purchase of A$25.45, enter 25.45, not the cashback points you expect them to earn.
2. Select Add points to review the confirmation.
3. Check the customer, purchase amount and Will be credited points, then select Add. You do not need to type the amount again. Add a comment only if you want to leave a note or the card requires one.
4. Wait for the update message, then check the customer's balance. The card's cashback rules determine the reward.

The confirmation is a review step, not a second purchase. Cashback tiers depend on the card's spending thresholds, not the number of points currently available to redeem.

Redeem cashback

1. Find the customer's card and check their available balance. Agree how much credit they want to use.
2. Select Redeem, enter the points to spend, then select Redeem points to open the confirmation. Check the displayed decimal amount: 2.00 means two points.
3. Check the customer and points in the confirmation. Normally, leave the repeated Purchase amount, AUD field unchanged and select Redeem. You do not need to enter the points again. Add a comment if wanted, and complete the purchase amount only if the card requires it, as explained below.
4. Wait for the card-update message, then check the balance. Record the matching discount in your POS as well.

In the Australian-dollar Church Mouse Cheese example, 1 point = A$1. Redeeming 2 points therefore takes A$2 off the customer's bill. A different card may use a different point value; check its terms.

The POS entry is separate from the Scanner App transaction. For example, an A$80 bill with A$2 redeemed needs an A$2 discount line in the POS, leaving A$78 to pay. Follow the business owner's policy on whether cashback is earned on the full purchase value or the amount paid after redeemed credit.

Confirm with Add or Redeem

The second screen confirms the transaction you just entered. Check the customer and amount, then select Add for a purchase or Redeem for credit being spent. You can usually continue without typing anything else. Comment (optional) is there if you want to record a note.

The confirmation forms are shown with customer details omitted. The credited points are an example; your card's rules determine the reward. Select the image to enlarge it.

The exception is the card's setup. In Settings → Purchase amount when charging, enabling Purchase amount is required in Scanner App means staff must supply a purchase amount. If it is already filled in, check it; if it is missing, enter it before confirming. A purchase amount is the sale value, not the number of points being redeemed. This setting applies to all card types.

A required comment is a separate setting: Comment when accruing → Require a comment when crediting. If enabled, fill in the comment before selecting Add.

Need help?

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