Customer configuration

Customer search

Refer to this page regarding customer search.

Customer create on POS

Centara offers a way to create customers on the POS itself.

How this feature is activated depends on weather customers are maintained the conventional way in Centara/3rd party ERP systems or within the Loyalty system.

Part of the process of creating a customer in Centara is to create the customer not only locally on the POS where the operation is performed, but to create the customer remotely in Centara Server as well. This ensures that the customer will be synced to other POS as well.

There are two main code paths possible to store customers created in Centara, and each require different configuration:

1) Customers stored in Centara and/or 3rd party ERP systems

This way requires least configuration but requires the Search plugin to be activated since the logic from that plugin is used during the process. Click here for information about how to enable the Search plugin.

Upon that, the customer search dialog needs to be set up. Click here for information about how to set that up. Make sure to apply the customercreate setting on the customer search dialog.

The creation is performed, not by using any macro, but instead within the customer search dialog. By default there is only a button to search for customers on the form, but when this feature is activated, a "New" button, which is hidden by default, appears next to the "Search" button. In case the customercreate setting has been applied, as mentioned above, the "New" button will be activated that is used to trigger the action.

The customer is created locally in Centara only if creating the customer remotely via the web service is successful.

• Customer search UI component

  • "customercreate"

• Workstation properties

  • "Customer creation URL"

    • Centara + 3rd party ERP system: The URL pointing to there web services for creating the customer.

    • Centara only: Skip property or leave empty.

2) Customers stored via Loyalty system

This method requires the Loyalty plugin to be activated since the logic from that plugin is used during the process, including the search dialog displayed.

• Loyalty plugin

  • Loyalty server => The URL to the Loyalty server

  • Access token => Access token to access the server

  • Isolate personal data => Signals the part of Centara core responsible to fetch customers to only fetch customers stored the Loyalty system to ensure no customer traceable information is stored on the client (GDPR issue).