POS | How to search for a customer using their loyalty reference

  1. Tap on “Add customer profile” and select the “Loyalty” tab.
  2. In the search area, type the loyalty card reference number or make sure the cursor is placed there and scan the loyalty card.
  3. POS searches and displays the profile with this loyalty reference.
  4. Once you select the customer, they are added to the basket. Both their Brightpearl and Voucherify/Loyalty profiles are now loaded.
  5. You can also search for the customer’s Brightpearl data as per the existing process by entering for example their postcode at the first tab, “Profile”.
  6. The same customer details along with their Voucherify/Loyalty profile is added to the basket. 
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