POS Loyalty at Checkout Guide

A focused cashier guide for loyalty-aware checkout: confirm the customer, review loyalty information, and complete the sale without confusion.

Inventory & POS Loyalty and Cashier End-User Guide

Overview

Loyalty at checkout helps the business connect the right customer to the sale and apply the correct loyalty-aware process.

Where To Find It

Path: POS > Cash Sale > Loyalty Check

Use the POS loyalty tools during a sale when the customer is a member of the business loyalty program or when the cashier must confirm loyalty status.

How It Works

QBM checks the loyalty-related customer information during the POS flow so the cashier can confirm the right member or continue with the standard customer process.

Main Areas

Area What It Means When To Use It
Customer identification Matches the POS sale to the correct customer or loyalty member. Use it whenever loyalty matters to the checkout decision.
Loyalty review Shows or checks the member information relevant to the sale. Use it when the cashier must confirm the customer before completing the transaction.
Sale completion Lets the sale continue after the loyalty check is complete. Use it so the loyalty process supports rather than delays the sale.

Recommended Workflow

  1. Open or continue the POS sale as normal.
  2. Identify the customer or loyalty member when the sale requires it.
  3. Use the loyalty check to review the matching customer information.
  4. Confirm the correct member, then continue with the sale and payment flow.

Best Practice

  • Keep loyalty member information clean so checkout matching is fast.
  • Ask the customer to confirm their identity when there is any doubt.
  • Use the broader loyalty guides for setup and back-office review.