The returning patient
Found by phone number, prescription in a custom attribute, last frames in the history. The new pair goes on the same record.
Customers
The customer who walks in is the customer who bought online.
An optician's front desk finds a returning patient by name, phone or a scanned card, sees her prescription in a custom attribute, her last two frames in the order history and the sunglasses on her wishlist. A new customer is created at the desk with a verified address and a welcome email, and exists on the website before she leaves.
- Found by phone number
- Bought new framesFrames ×1 · 210.00 EUR
- Receipt emailed
Why it matters
What changes for the business.
One record, both channels
Customers created or updated at the till sync to Magento with group, addresses, custom attributes, history and wishlist, so the website knows them too.
Your attributes, on the screen
Show extra customer attributes, make some editable at the desk, search on others, and flag customers who should not be served.
History at a glance
Orders, credit notes and lifetime sales on the customer card, so the conversation starts from what they actually bought.
Addresses that are right
Loqate address verification at entry, so the delivery goes where the customer lives.
How it works
Step by step, from the first switch-on.
- 1
Find or scan
Search online against live Magento or offline on the device, partial matches included, or scan a customer badge to select them in one step.
- 2
See the record
Group, addresses, custom attributes, order history, credit notes, lifetime sales and wishlist, with the items on the wishlist one tap from the basket.
- 3
Create in a minute
A minimal capture screen for a quick sign-up, or the full form with group selection, a verified address and a welcome email.
- 4
Keep them informed
Email the order or receipt to any address using Magento templates, sign them up for back-in-stock alerts, and opt them into the newsletter at checkout.
Ways merchants use it
One front desk, one afternoon.
Retailers whose customers return, need custom data on file, or move between the website and the store.
The new customer
Name, verified address, customer group, welcome email. She can log in to the website that evening with the account created at the desk.
The wishlist
The sunglasses she saved online in June are on her wishlist at the desk in September, one tap from the basket.
What you need
Before you switch it on.
- Customer attributes to display, edit and search on, set in the POS section of the Magento admin
- Online or offline customer search per device in the POS Admin portal
- Loqate credentials if you want address verification
- Receipt and welcome email templates in Magento
Also in Point of Sale
Phone orders and MOTOTake orders over the phone from the live catalogue, with the card taken by secure prompt or pay-by-link.Field salesReps sell from the full catalogue and live stock on an iPad, offline in a cellar, synced from the van.Trade shows and eventsSell from the stand with show pricing, orders for delivery, temporary device keys and offline-first syncing.Offline and maintenance-mode sellingKeeps selling with no signal, and straight through Magento maintenance windows.Multi-source inventory and stock transfersLive stock across Magento inventory sources, and transfers between them from the iPad.B2B tenders and trade pricingAccount terms, layaway, store credit, split tenders and customer-group pricing at the counter.All 16 Point of Sale featuresBack to the overview.
Questions
What merchants ask before they turn it on.
Can I show my own customer attributes?
Yes. Extra attributes can be shown, made editable, used in online search and displayed in results, all configured in the Magento admin.
Can a customer be blocked from the till?
Yes. A customer attribute can ban a specific customer from the POS.
Is the wishlist available at the counter?
Yes. View, search, add and remove wishlist items, and add them to the basket.
How are addresses verified?
Through Loqate address verification at entry.
Do customers created at the till reach the website?
Yes. They sync to Magento with group, addresses, attributes and history, and can log in online.
See it on your own catalogue.
A demo takes half an hour and uses your products, your stores and your permissions, not ours.