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Procedure documentationEnable the Customer Information Screen

Procedure

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.

  1. On the POS Configuration Menu screen, choose Administration.

  2. Choose Customer.

  3. Choose Customer Database Type.

  4. Locate the source database for your customer information and click Open, or click New to add this database to your list of databases.

  5. 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.

  6. Choose Save, and then choose Close.

Note Note

The remaining configuration tasks for this feature are carried out in the POS application.

End of the note.