Scanner APP - Discount Cards

Use the Scanner App to record a customer's purchase on their Discount card and check their discount level. Your business's Discount card settings determine the spending thresholds and discount percentages.

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

Record the purchase

The purchase example below uses 45.95 USD. Enter your customer’s actual sale value in the currency shown.

1. Select Add, enter the sale value in Fill in the purchase amount, then select Add points. Enter the customer's purchase amount, rather than calculating the points yourself.

2. On the Confirmation screen, check the customer and purchase amount, then select Add. You normally do not need to enter the amount again. Comment (optional) lets you leave a note; fill it in if your card's settings require a comment.

If the card requires a purchase amount at confirmation, check any amount already filled in or enter it if missing. The setting is Settings → Purchase amount when charging → Purchase amount is required in Scanner App. A required comment is controlled separately by Comment when accruing → Require a comment when crediting.

3. When Successful operation appears, select Done. The message says the customer’s card will be updated soon.

Use the applicable discount when charging the customer at your till. Recording the loyalty transaction does not replace the till entry.

Need help?

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