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Customer Card Settings

Support for existing customer cards and customer loyalty programs is provided by the efsta Wallet. It allows customers and bill recipients to get their bills directly in the efsta Wallet. All they have to do is present their existing physical customer card or their digitally supplemented copy from the efsta Wallet during the checkout process. Bills created and linked to the customer in this way are then automatically transferred to the efsta Wallet the next time it is started and the list of transactions is reloaded. Afterwards it can be viewed by the customer without needing to scan another QR code or requiring further interaction between the customer and company.

The customer numbers do not have to be added manually. They are offered as an option for the user when opening or adding a digital receipt in the efsta Wallet app - this eliminates the need to enter said information manually, which would be prone to errors. In addition, the customer also has a way of legitimizing the ownership of the customer account via the digital receipt, since it was issued only for them. Deliberately creating an incorrect entry in order to add another customer's account to their own wallet using brute force or similar is thus also prevented.

Necessary Adjustments​

Only a few things need to be implemented on the cash register software side to ensure smooth operation:

  • The cash register must support recording of the customer number (scanner hardware, input or comparable option for receiving the customer number / account information)
  • When posting the transaction(s), the customer number must be supplied to the EFR both under ESR.XID and in the customer object under ESR.Ctm.CN
    • ESR.XID is the identification feature for the automatic delivery of the document to the respective end customer / document recipient
    • ESR.Ctm.CN is required for adding the customer's number to their account in the efsta Wallet
  • To allow the addition of a customer account or its number to their efsta Wallet, at least one efsta Digital Receipt must be opened while being logged in or by creating a new account. If the customer number is then recognized by the app, the user will be offered to add it
info

The internal efsta customer card (i.e. delivery of receipts without a separate customer management- or loyalty system) can be used with the efsta customer number. This can be read directly from the customer's app using a QR code or typed in manually. If the information is typed in manually, the prefix EFSTA_ is required when sending the information (e.g. EFSTA_1234567890123). This is a useful option to directly deliver the Digital Receipt to users who already have an efsta Wallet account, but the company itself does not have existing customer data and / or a loyalty program.

Settings for the efsta Wallet​

The display and behavior of the company's loyalty card can be adjusted in the management settings. In order to be enabled at all, it needs to be activated first. When deactivated, no suggestion to add the a customer card (provided via ESR.Ctm.CN) will be shown, preventing users from using this feature. The other options allow better customization and control of the customer card within the efsta Wallet.

Customer Card Appearance

By providing a background image, the visual representation of a customer card can be modified for your company. The image can be uploaded similar to the layout or company logo, and will be displayed both in the preview and in the flyout of the card (when clicking it in the efsta Wallet to get to the barcode / QR code). It should be provided in a 16:9 ratio and not be too large (since it is primarily displayed on mobile devices). The file size may not be larger than 300KB. Please also be aware of the card's appearance in both the light and dark theme of the efsta Wallet app! Use the preview of the customer card tro get an idea of the look and feel in both themes.

Customer Card Name

The name of the card can be changed as well. This text will be used in the flyout of the customer card (when clicking it in the efsta Wallet to get to the barcode / QR code). This allows specifying a dedicated name for the card or loyalty program related to the customer number (e.g. Rest & Relaxation Bonus Card or Shopping Card Deluxe).

Display Type

The customer card supports two different modes to show its value in (i.e. the customer number). Depending on the available hardware, it may be necessary to display either a QR code or a barcode. In general, a QR code is recommended (and therefore the default option) as this is the modern approach. However, if the scanner hardware in use by the POS does not support QR code scanning, it is possible to switch to a barcode instead.

note

CODE128B is used for barcodes, as this has the best character support.

Prefix and Suffix

It might be necessary to add additional (e.g. control) information to the QR code or barcode value, which can be set with a dedicated prefix or suffix. These values will be added at the beginning or end of the actual customer number of the customer card. Example: "Customer numbers with 0 as the first character no longer receive a print receipt from the cash register." => Set 0 as a fixed prefix if wanted.

Important

If several companies have the same customer account or the same customer loyalty system (e.g. for franchise companies or across different countries), please contact your efsta partner manager / consultant or efsta Support. They can take care of the correct configuration for you via the corresponding organizational level or advise you accordingly as this is currently not possible via self-service.