Scanner App - Processing Discount Cards
Overview
The Scanner App allows you to process discount card transactions, tracking customer purchases and automatically managing discount tier progression. This guide covers the complete workflow for discount card operations, including recording purchases and monitoring customer discount levels.
What you can do:
Scan customer cards or search by customer details
Record purchase amounts to track spending
Monitor customer discount tier progression
View current discount percentages in real-time
Track total customer spending and transaction history
Apply appropriate discounts based on customer tier
Before You Begin
Requirements:
Scanner App installed and configured (see installation guide)
Active login session (see login guide)
Camera permissions enabled on your device
Active discount card program in your account
Important: Discount cards use spending tiers—as customers accumulate purchases, they automatically advance to higher discount levels. The Scanner App displays the customer's current tier and percentage, but you apply the discount manually at checkout.
Scanning a Customer Card
Method 1: Camera Scan
Step 1: Tap the Scan button on the main screen
Step 2: Allow camera access if prompted (first-time only)
The camera will activate automatically
Position the customer's discount card QR code within the frame
The app scans and loads the card automatically
Method 2: Manual Search
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:
Name - Customer's first or last name
Phone number - Mobile number used during card installation
Email - Email address from their profile
Card serial number - Unique identifier on the card
Step 3: Select the correct customer from search results
When to use manual search:
Customer forgot their phone
Card won't scan due to screen damage or brightness issues
Processing phone or online orders
Looking up customer discount level before finalizing sale
Recording Purchase Transactions
Once a customer card is loaded, follow this workflow to record purchases:
Transaction Process
Step 1: Review the customer's current information displayed on screen
Check current discount level and percentage
View total amount spent to date
Note when they last made a purchase
See how close they are to the next tier
Step 2: Enter the purchase amount
Use the Fill in the purchase amount field
Enter the total purchase value before applying any discounts
This amount tracks toward tier progression
Important: Enter the full purchase amount before discount. This ensures accurate tier progression tracking.
Step 3: Tap the Add Points button
Step 4: Review the confirmation window
Double-check the purchase amount is correct
Add an optional internal comment if needed (not visible to customer)
Comments help track special circumstances or order details
Step 5: Tap the Add button to confirm
Step 6: Tap Done to complete the transaction
Result: The purchase amount is immediately added to the customer's total spending, and they may advance to a higher discount tier if thresholds are met.
Understanding Discount Tiers
Discount cards operate on a tiered spending system:
How Tiers Work
Tier progression:
Customers start at the lowest tier (e.g., 5% discount)
As they accumulate purchases, they advance to higher tiers
Higher tiers offer increased discount percentages (e.g., 10%, 15%, 20%)
Progression is automatic based on spending thresholds
Example tier structure:
Tier 1: $0-$499 spent = 5% discount
Tier 2: $500-$999 spent = 10% discount
Tier 3: $1,000-$1,999 spent = 15% discount
Tier 4: $2,000+ spent = 20% discount
Your actual tiers and percentages are configured in your discount card settings.
Applying Discounts at Checkout
The Scanner App tracks spending but does not automatically apply discounts. You must apply the discount manually:
Step 1: Note the customer's current discount percentage from the scanner screen
Step 2: Calculate the discount on their purchase
Example: $100 purchase with 10% discount = $10 off
Customer pays $90
Step 3: Enter the full original amount ($100) in the Scanner App
This ensures accurate tier progression
Customers advance based on gross spending, not discounted amounts
Step 4: Complete the transaction in your point-of-sale system
Apply the discount there
Process payment for the discounted amount
Important: Always record the pre-discount amount in the Scanner App to maintain accurate tier progression tracking.
Tier Advancement Notifications
When a purchase pushes a customer to a new tier:
What happens:
The customer's tier updates automatically in the system
Their new discount percentage displays immediately
They see the updated tier in their wallet within moments
The new discount applies to future purchases
Communicating tier advances:
Check the screen after processing to see if tier changed
Announce it to the customer: "Great news! You've reached 15% discount status!"
Explain when the new discount takes effect (typically next purchase)
Celebrate their loyalty and encourage return visits
Edge case—same transaction advancement: Some businesses apply the new tier discount to the transaction that triggered it. Confirm your business policy and apply consistently.
Customer Information Display
Below the transaction buttons, the scanner shows comprehensive customer and card data:
Customer Details
Name provided during card installation
Contact information (phone/email)
Customer registration date
Discount Card Information
Current discount level - The tier and percentage the customer has earned
Total amount spent - Cumulative purchase value across all transactions
Card installation date - When customer activated their discount card
Last charge date - Most recent purchase transaction
Progress to next tier - How much more spending needed for advancement (visible in wallet)
Transaction history - Recent purchase records
This information updates in real-time with every transaction, ensuring you always work with current data.
Best Practices
For Accurate Processing
Always use pre-discount amounts: Record the full purchase value before applying discounts to ensure proper tier progression.
Verify amounts before confirming: Double-check the purchase total to prevent errors that affect tier advancement.
Communicate discount clearly: Tell customers: "I'll apply your 10% discount at checkout, and I'm recording this purchase toward your next tier."
Check tier status first: Before ringing up large purchases, scan the card to know which discount to apply.
For Customer Experience
Announce current tier: When scanning the card, mention: "You're at 10% discount today."
Highlight tier progress: "You're only $150 away from 15% discount status!"
Celebrate advancements: When customers reach new tiers, make it a moment: "Congratulations! Starting next time, you'll save 15%!"
Explain the program: For new cardholders, briefly explain how spending accumulates toward higher discounts.
For Sales Strategy
Encourage tier advancement: When customers are close to the next tier, mention it: "If you add one more item, you'll reach the next discount level."
Track high-value customers: Pay attention to customers approaching top tiers and provide VIP service.
Use data for marketing: Note which customers haven't visited recently and consider targeted retention campaigns.
For Team Consistency
Train on tier thresholds: Ensure all staff know your tier structure and can explain it to customers.
Standardize discount application: Make sure everyone applies discounts the same way (at POS, not before recording).
Document special cases: Use comments for unusual situations (price adjustments, refunds, courtesy discounts).
Troubleshooting
Card Won't Scan
Problem: QR code doesn't scan when using camera
Solutions:
Increase phone screen brightness
Clean phone screen if smudged
Use manual search as backup method
Try holding the phone at different angles
Wrong Purchase Amount Entered
Problem: Accidentally entered incorrect value
Solutions:
You cannot edit completed transactions in Scanner App
Contact administrator to adjust transaction in customer profile dashboard
For small errors, note in comment field of next transaction
Significant errors may require tier recalculation
Customer's Tier Doesn't Advance
Problem: Customer's spending should trigger new tier but didn't
Solutions:
Verify tier thresholds in discount card settings
Check if purchase amount was sufficient to cross threshold
Wait 10-15 seconds for system to update and refresh
Confirm spending total includes all historical purchases
Discount Percentage Seems Wrong
Problem: Customer claims they should have higher discount
Solutions:
Review total amount spent shown on scanner screen
Compare against tier thresholds in card settings
Check transaction history in customer profile for any missing purchases
Verify customer is looking at correct card (not old/expired card)
Customer Information Not Displaying
Problem: Scanner shows card but customer details are missing
Solutions:
Check if customer completed profile during card installation
Some information is optional and may be blank
Verify customer updated their profile in wallet app
Contact administrator if essential data is missing
Cannot Record Transaction After Discount Applied
Problem: Confusion about which amount to enter
Solutions:
Always enter the original pre-discount amount
Example: $100 purchase with 10% off → enter $100, not $90
This maintains accurate tier progression tracking
Apply discount separately in your POS system
FAQ
Q: Does the Scanner App automatically apply discounts to purchases?
A: No, the Scanner App tracks purchases and manages tiers but does not process payments or apply discounts. You must manually apply the discount percentage shown on screen when processing payment in your POS system.
Q: Should I enter the amount before or after applying the discount?
A: Always enter the pre-discount amount. This ensures customers' tier progression is based on their gross spending, not the discounted amount they paid.
Q: When does a new discount tier take effect?
A: Tier advancements are immediate in the system, but confirm your business policy on whether the new discount applies to the current transaction or begins with the next purchase.
Q: Can customers lose their discount tier if they don't shop regularly?
A: This depends on your discount card configuration. Some programs maintain tiers indefinitely, while others may reset annually or after inactivity. Check your card settings for tier expiration rules.
Q: What if a customer makes a return or refund?
A: Returns and refunds must be processed through the customer profile dashboard in your admin panel. The administrator can adjust the total spending and tier if necessary. The Scanner App is for forward transactions only.
Q: Can I manually change a customer's discount tier?
A: No, tiers are calculated automatically based on spending thresholds. If an adjustment is needed, an administrator must modify the transaction history or tier settings in the admin panel.
Q: How do I know what the tier thresholds are?
A: Check your discount card settings in the admin panel. The thresholds and percentages are configured there. Staff should be trained on your specific tier structure.
Q: Can customers combine discount cards with other promotions?
A: This is a business policy decision, not a Scanner App function. Establish clear rules and train staff on whether discounts stack with sales, coupons, or other offers.
Q: What happens if I process the same purchase twice by accident?
A: The customer's spending total will be inflated, potentially advancing them to an unearned tier. Contact your administrator immediately to remove the duplicate transaction and recalculate the tier.
Q: Can customers check their discount level without making a purchase?
A: Yes, customers can see their current tier and percentage directly in their wallet app. They don't need to visit the store or scan their card to check their status.
Q: How do I handle price adjustments or partial refunds?
A: Process these adjustments through the customer profile dashboard in the admin panel. The administrator can modify specific transaction amounts without affecting the entire spending history.
Q: Do customers receive notifications when they advance tiers?
A: This depends on your notification settings in the admin panel. You can configure push notifications for tier advancements to encourage return visits and celebrate customer loyalty.