Metcash Loyalty

 

Description

 

Metcash Loyalty, like other loyalty cards, offers Metcash Members the ability to scan/swipe their loyalty card to redeem Loyalty Points during a sale. Importantly, Members do not have to be SwiftPOS Members, but rather are Metcash Members and as such the Metcash Loyalty NetPOS Interface is used to retrieve/submit Metcash Member data.

 

This document outlines the setup required in SwiftPOS Back Office, NetPOS and SwiftPOS Touch to facilitate the implementation of Metcash Loyalty.

 

Pre-Requisites

 

  1. Ensure the relevant Metcash Loyalty credentials are obtained from Metcash, as these will be needed in the setup outlined below.
     

Setup

 

  1. NetPOS
     
    1. Add the Metcash Loyalty Interface to NetPOS
       
      1. In NetPOS Registration, add the Metcash Loyalty Interface by selecting it from the Interface Type drop down list.
         

 

    1. Configure the Metcash Loyalty Settings
       
      1. In the NetPOS Settings, enter the settings provided by Metcash.
         

 

  • Service URL - https://eaisit-metcash.azure-api.net/metcashretailservices/member/250?type=3
  • Authentication URL - https://login.microsoftonline.com/{TenantID}/oauth2/v2.0/token, where {TenantID} is replaced with Tenant ID as provided by Metcash.
  • Metcash Settings - Enter the settings (as indicated in the screenshot above) as provided by Metcash.
  • Default Classification - Enter the Classification that is associated with the Metcash "Specials" Member Classification. When a Member is marked as a Home Member in Metcash, NetPOS will the Member with the specified Classification.
  • Back Office Interface - Default is SwiftPOS Back Office.

 

    1. Configure SwiftPOS Back Office Settings
       
      1. Ensure the Create New Members option is NOT selected
         

 

  1. SwiftPOS Back Office
     
    1. In Keyboard Designer

      1. Ensure the Function New Customer/Member (#68) POS Key is added to the appropriate Layout, and configured as follows:
         
        1. Ensure that the Metcash Loyalty Interface is selected as the Available Interface.
           
      2. Optionally the Function Linked Customer Search (#116) POS Key can be added to the appropriate Layout, and configured as follows:

 

        1. Also ensure that the Metcash Loyalty Interface is selected as the Available Interface.
        2. Ensure the Search Interface Type and Lookup Interface Type are set to the Metcash Loyalty Interface.
        3. Note : Searching can be done on Card #, Email address or Mobile # and will only ever return ONE Member.

 

      1. Optionally the Function Charge / Redemption (#151) POS Key can be added to the appropriate Layout as a Metcash specific Charge/Redemption POS Key , and configured as follows:
         
        1. Ensure that the Metcash Loyalty Interface is selected as the Available Interface.
        2. Optionally ensure the Allow Multiple Tenders option is selected to ensure Metcash Members can pay in part with Loyalty Points.
           
      2. It may also be recommended to ensure the Function Reverse Transaction (#516) POS Key is added to the appropriate Layout. This is to ensure a Points Redemption transaction can be reversed if necessary. Note : The reversal of a Points Redemption transaction only works for Metcash Loyalty and is currently not available to other interfaces.
         

 

The above is an example of a Reverse Transaction in operation at Touch


 

 

  1. SwiftPOS Touch Terminal

 

    1. If the Allow Multiple Tenders option was selected above, then also ensure the No Other Media with Redemptions option is also NOT selected in the Tender Settings.

 

Operation

 

  1. At the SwiftPOS Touch Terminal

 

    1. Sell items by adding them to a sale.
    2. Ensure the Metcash Member scans/swipes their Loyalty card.
    3. Select the Metcash specific Charge/Redemption POS Key (as configured above).
    4. Finalise the sale.

 

Published 28 Mar 2024