Customer Database Option

The customer database options control how and when customer information can be accessed.

Structure

Screen Element	Description
Description	A description of the database definition

Screen Element

Description

Trigger When

Provides a list of positions in the transaction at which you want to prompt the cashier to ask for customer information

When you select this checkbox, the system prints customer information on receipts and in the journal

TLOG

When you select this checkbox, the system updates the customer database information in the TLOG

Purchase Threshold

Specifies the transaction total purchase amount at which the cashier is prompted to ask for customer information

Refund Threshold

Specifies the refund threshold amount at which the cashier is prompted to ask for customer information

Point Adjustment

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Allow Point Adjustment

When you select this checkbox, the cashier can use the Point Adjustment function (manager code 702) to adjust the customer's points

Allow Gain/Loss

When you select this checkbox, allows you to add (gain) or remove (loss) points from a customer’s loyalty account

Prompt for Comment

When you select this checkbox, cashiers must enter a reason for the points adjustment transaction. The default setting for this option is unselected.

Browser Options

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Allow Browser Lookup

When you select this checkbox, cashiers are able to use the browser lookup feature to retrieve customer data

Browser ID

Identifies the browser lookup definition

Access Options

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Allow Query

When you select this checkbox, employees can run queries against the database

Allow Add

When you select this checkbox, employees can make additions to the database

Allow Modify

When you select this checkbox, employees can make modifications to the database

Allow Delete

When you select this checkbox, employees can delete records from the database

Confirmation Required

When you select this checkbox, the cashier must locate the customer's record in the customer database. When unselected, and the Allow Add parameter is selected, the cashier must add the customer to the database.

Allow Display In Signature Capture

When you select this checkbox, the system displays customer information the signature capture device (if it supports transaction display)

Disallow Duplicate Phone

When you select this checkbox, the system does not allow duplicate phone numbers in the database. For example, you use this option when one household represents one customer.

Prompt For Accept

When you select this checkbox, the system displays the ACCEPT literal on the next menu to accept the selected customer that was found by the customer lookup function. When unselected, the system displays the manager code description on the next menu.

Allow Adjust Point For New Customer

When you select this checkbox, the cashier can make manual points adjustments to the balance of a new customer account

Allow Adjust Expiry Date For New Customer

When you select this checkbox, the cashier can make manual adjustments to the expiry date for a new customer account

Note Note

This option is specifically designed to support expired loyalty memberships serviced by Datamark.

End of the note.

Reference Number Validation

Enhances accuracy upstream to Allegiance by allowing you to enforce validation of a customer reference number by specifying the expected format of the number being entered. By default, this option is blank.

Example Example

If your expected reference numbers contain alpha characters that are often entered incorrectly as numeric characters or vice versa, you can define the validation process to look for a certain character type at a given position.

Value	Matching Customer Reference Numbers
`%`	No validation is performed; any customer reference number entered at the POS passes the validation
`#%`	The customer reference number must contain a number (`0` to `9`) in the first position; any characters can follow from the second position
`@%`	The customer reference number must contain a letter (`A` to `Z`) in the first position; any characters can follow
`?@#%`	The customer reference number can start with any character. It must have a letter in the second position and a number in the third position. You can use any character from the fourth position on.
`ABC##@@??%`	The customer reference number must start with `ABC`, must have numbers in the fourth and fifth positions, must have letters in the sixth and seventh positions, must have any two characters in the eighth and ninth positions, and any number of characters can follow.
`CO%`	Only customer reference numbers starting with `CO` pass the validation; any characters can follow.

End of the example.