SAP POS, in tandem with the Allegiance customer
relationship management solution, provides functionality which supports enhanced
customer service features. Among these features is the ability to display
customer information on the transaction screen during the transaction. When
configured and activated, this feature can be triggered at the POS by swiping
a customer loyalty card, or manually entering a customer number. By configuring
settings in the Customer Database Maintenance
screen,
you can select the fields to make available for display on the POS screen.
To provide fields for display in the POS customer display window,
you will need to ensure that a profile for the relevant database (Allegiance)
has been set up and that specific database fields from this database are available
the Customer Database Type Maintenance
screen.
Additional configuration activities such as enabling the customer information
window and formatting the layout of the window are carried out directly at
the POS using manager code 40 - the Screen Layout and Design
function.
On the POS Configuration Menu
screen,
choose Administration
.
Choose Customer
.
Choose Customer Database Type
.
Locate the source database for your customer information and click Open
,
or click New
to add this database to your list
of databases.
Do one of the following to update the list of fields available for selection under the customer window option in the POS:
For an existing database:
Ensure that all
the fields you would like available for display in the customer display window
are listed. If they are not, click New
and
enter the field names as they appear in the database under Field
ID
. Enter a description of the field under Field
Description
. The new fields must coincide with fields available
in Allegiance.
For a new database entry:
For each field
required for display in the customer window, click New
and
enter the field name as it appears in the database under Field
ID
. Enter a description of the field under Field
Description
. Whatever you enter in the Field
Description
field displays in the customer window.
Choose Save
, and then choose Close
.
Note
The remaining configuration tasks for this feature are carried out in the POS application.