Centara
  • Introduction to Centara
  • Getting started with Centara
    • Software and hardware requirements
    • getCentara.exe
    • Install Centara Server
    • Centara Configuration
      • RDM overview
      • Create organization structure
      • General settings
      • Layouts and visual components
        • Creating layouts
        • Assigning layouts in configuration
        • Populating layouts with components
        • Applying functionalty to buttons
        • UI component reference
      • Hardware
        • OPOS installation
          • Epson OPOS
        • Centara server configuration
      • POS Receipts
        • Receipt parts
        • Receipt Directives
          • Formatting directives
          • General directives
          • Hospitality directives
          • Fiscal Printers directives
          • Tender slip directives
        • Receipt logo
        • Receipt template
          • Special formatting
      • POS operators and permissions
        • Create operators and permissions
      • Tenders
      • Other configuration
        • Customer configuration
        • Cash management
          • Setting up cash management
          • Balance report
        • Suspend / retrieve
        • Search
          • Applying customer search
          • Applying product search
            • Style search
            • Stock search
          • Applying transaction search
        • Custom settings
    • Install Centara POS
      • Alternative database configurations
      • Centara Licensing
    • Features
      • Conditional sub-layouts
      • Out of stock warning
  • User guides
    • POS User Guide
      • Operator sign on / off
      • Layouts
      • Selling products
      • Paying for products
      • Voiding
      • Customers
      • Suspend / retrieve
      • Cash management
    • Discount Offer module
      • Getting started
      • Basic discounts
      • Package deals
      • Seasonal offers
      • Miscellaneous
      • Working with the filters
      • Making changes to the discounts
      • Time restrictions
      • Selectors
      • Layered discounts
      • Audit Log
      • Glossary of Terms
    • Loyalty system
      • System overview
      • Creating organization stucture
      • Working with loyalty data
        • General handling
          • Adding loyalty data
        • Giftcards
          • Adding gift card data
        • Store credit
          • Instrument handling
        • Coupons
          • How to setup alphanumeric offer coupon
      • Connecting Centara to Loyalty
      • View loyalty data on POS
      • Loyalty operations
    • Snippet manager
  • Integrations
    • Sentry.io
    • Acumatica
      • Acumatica installation
      • Acumatica Connector
        • Customer creation
        • Cashier Groups
        • Avalara Configuration
        • Common configuration errors
        • General inquiries
  • Development
    • APIs
      • External orders
      • Item API
      • Loyalty API
        • Gift cards
        • Loyalty cards
        • Store credit
    • GraphQL
    • XVal
      • XVal List comprehensions
      • XVal operators
      • XVal examples
      • XVal usage
      • XVal testing
  • References
    • Data processes
      • XVal Library
      • Data process examples
    • POS macros
  • FAQ
    • Centara Server
      • Installation
      • Maintenance
    • Centara POS
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  • Device management
  • Loyalty configuration

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  1. User guides
  2. Loyalty system

System overview

Device management

Since the loyalty system cannot access individual Centara Servers directly, organizations, sites and POS are configured in a globally accessible Device web (https://devices.centara.online/manage). When stores and POS have been registered here, the Loyalty server can access them to assign to Merchants. Each POS that is intended to use loyalty must also be registered here so that Access token can be issued for each POS.

  • Organization

    • Organization is the unit that groups sites together

  • Site

    • A site can be thought of as a group of stores (the equivalent of a single Centara Server)

    • Access token for the site can be accessed from here.

  • Store

    • A store is a unit that a POS belongs to (a numeric value).

  • POS

    • An operating unit within a store (a numeric value)

Loyalty configuration

The following key elements constructs the Loyalty system.

  • Merchant

    • When a new merchant is created, the Loyalty web communicates with the Device web to make sure a merchant can only be linked to a store from a list of stores that have previously been configured there.

    • Once a merchant has been created, it's detail page can now display a list of all the POS existing for that store, so that an Access token can be created both for individual POS and also for the Merchant.

  • Merchant group

    • A newly created merchant will not be usable unless it has been added to a merchant group.

  • Series

    • Series are a bundles of instruments.

  • Instruments

    • An instrument is a unit within the Loyalty system, either a Gift card

The picture below depicts an example of a system setup:

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Last updated 5 years ago

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