The Scanner App allows you to process cashback card transactions in real-time, whether adding cashback from purchases or redeeming accumulated points. This guide covers the complete workflow for cashback card operations using the scanner.

What you can do:

Requirements:

Important: The Scanner App always displays current, real-time information from the customer's card, including their current cashback tier percentage, point balance, and profile details.

Step 1: Tap the Scan button on the main screen

Step 2: Allow camera access if prompted (first-time only)

If the customer doesn't have their card available, you can search for them:

Step 1: Tap the Search button (magnifying glass icon)

Step 2: Enter customer information in any of these fields:

Step 3: Select the correct customer from search results

When to use manual search:

Once a customer card is loaded, follow this workflow to add cashback points:

Step 1: Review the customer's current information displayed on screen:

Step 2: Enter the purchase amount

Step 3: Tap the Add Points button

Step 4: Review and confirm

Result: Points are immediately added to the customer's card and visible in their wallet.

The Scanner App automatically applies the customer's current cashback percentage to calculate points:

Example calculations:

The calculation happens instantly, and customers automatically advance to higher tiers as they accumulate qualifying points according to your cashback card settings.

Allow customers to pay for purchases using accumulated points:

Step 1: After scanning the customer card, tap the Redeem tab

Step 2: Enter the number of points to redeem

Step 3: Tap the Redeem Points button

Step 4: Review the confirmation window

Step 5: Confirm the transaction

Important: Verify the customer has sufficient points before processing redemption. The app will prevent over-redemption automatically.

Customers can use points for partial payment:

Example workflow:

This allows customers to maximize their benefits while continuing to earn on remaining balances.

Below the transaction buttons, the scanner shows comprehensive customer and card data:

This information updates in real-time with every transaction, ensuring you always work with current data.

Ask before scanning: "Do you have your loyalty card ready, or should I search by phone number?" This speeds up repeat customers.

Verify amounts clearly: Always confirm the purchase total with the customer before adding points to prevent errors.

Explain tier benefits: When customers are close to the next tier, let them know: "You're only 15 points away from 10% cashback!"

Process in order: Always complete redemptions before adding new points to avoid confusion in the same transaction.

Use comments for exceptions: When processing unusual redemptions or adjustments, add internal comments for tracking.

Double-check large transactions: For high-value purchases, verify the amount before confirming to prevent costly mistakes.

Monitor real-time data: Always check the displayed customer information before processing to catch any account issues.

Announce their balance: "You have 47 points available - would you like to redeem any today?"

Celebrate tier advances: When a transaction moves someone to a new tier: "Great news! You've just reached 10% cashback on future purchases."

Be prepared for questions: Know your redemption value (e.g., "Each point is worth $1") so you can quickly help customers decide.

Problem: QR code doesn't scan when using camera

Solutions:

Problem: Points don't match expected amount

Solutions:

Problem: Customer says points weren't added

Solutions:

Problem: Manual search returns no results

Solutions:

Problem: Customer wants to redeem more points than available

Solutions:

Q: Can I process transactions when the customer doesn't have their phone?

A: Yes, use the manual search feature. You can find customers by name, phone number, email, or card serial number. This is perfect for phone orders or when customers forget their device.

Q: What happens if I enter the wrong purchase amount?

A: You cannot edit a completed transaction in the Scanner App. If you make an error, contact your account administrator to adjust the transaction in the customer profile dashboard.

Q: Do points calculate differently at different tiers?

A: Yes, the Scanner App automatically uses the customer's current tier percentage. A customer at the 5% tier earns fewer points per dollar than at the 10% tier. The tier percentage is always displayed on the transaction screen.

Q: Can customers redeem points immediately after earning them?

A: Yes, points are available for redemption immediately after being added. However, it's best practice to complete any redemptions before adding new points from a purchase.

Q: How do I know when a customer advances to a new tier?

A: When a transaction pushes a customer to a new tier, their updated tier percentage will display on screen before the next transaction. You can also see tier progression in their customer profile.

Q: What does the "last accrual date" tell me?

A: This shows when points were most recently added to the customer's card. It helps identify inactive customers or verify recent transactions.

Q: Can I add comments that customers can see?

A: No, comments added during redemption are internal only and not visible to customers. They're for your records and team communication.

Q: What if a customer's card shows an unexpected balance?

A: The Scanner App displays real-time data from the server. If the balance seems incorrect, check the transaction history in the customer profile dashboard. You may need to investigate recent redemptions or manual adjustments.

Q: Can multiple staff members scan the same customer simultaneously?

A: The system handles concurrent access, but best practice is to complete one transaction before another staff member begins processing. This prevents confusion and ensures accurate record-keeping.

Q: How do I handle returns or refunds?

A: Returns and refunds must be processed through the customer profile dashboard in your admin panel. You can adjust points or reverse transactions there. The Scanner App is designed for point-of-sale transactions only.