The Store Assistant Portal is a mobile application developed to run loyalty programs in a physical store environment. In-store staff members can use this application to submit transactions that involve point earning and burning, as well as initiating refunds for customers. This manual explains how to configure the app and introduces the two scenarios that explains the functionalities of the application is capable of carrying out.

Requirements

• Hardware requirement:
  Android Nexus 10 tablet computer

• Software requirement:
  Android OS versions 2 years backward from the current date

Installation and removal

An APK file is provided by Antavo. This can be installed/removed using the built package management or any suitable application management software on the device. Contact the Antavo Service Desk for further information.

Configuration

The application is optimized to work with the fixed resolution and dimensions of the Nexus tablet. Personalization is limited to editing the logo and changing fonts. Use the ⚙️ icon in the application to update these settings.

Setting up users in the Backoffice

A staff member’s User profile has to be modified in Antavo's Backoffice before they use the application.

• Go to General Settings

• Click on Open the Settings menu from the main sidebar

• Navigate to the Users tab in the left menu bar and click on Edit

• Click the ‘Edit’ next to the user

• Uncheck the Login enabled ‘Login enabled’ box on at the bottom of the 'Basic settingsDefine the tenant ' section
  The new user will not be able to log in to the Antavo Backoffice interface.

• Associate the user with tenant user group(s) under the User Groups picklistgroups field

• Click Save‘Save’

Save Configure these changes settings for all users who need access to the application.

Functionalities

You Users can register members' transactions (thus collect collecting and/or burn burning loyalty points) and refund transactions for your customer refunds through the Store Staff Applicationstaff application. The necessary API events are automatically registered when transactions are added and refunded.

Registering transactions

• Log in to the application

• Use the QR code reader and scan the code on the membership pass or enter the membership ID manually to obtain:

  • membership ID – the customer profile information is displayed

  • coupon code – coupon that is awarded codes assigned to the customer

  • transaction ID – the unique code corresponding to the specific transaction details

• • purchase history

• Once the customer’s profile is open, tap the Earn, Redeem Points tab.

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• You can register Register the transaction by using the following information:

  • Claimed Rewards list from which you can choose what to redeem

  • Register Transaction shows the number of points which will be earned by this transaction

    • This works based on the Incentivized purchase module’s earn rules.

  • Redeem Points shows the number of points which will be burned by this transaction

    • This is based on the previously defined burn rates.

  Click Submit

  • rewards
    Select the coupons to redeem to reduce the total basket value of the current transaction.

  • Register transaction
    Enter the purchase value. The number of points to earn is calculated based on the point logic configured in the Incentivized purchase module.

  • Redeem points
    Use the slider to specify the number of points to spend or turn on the ‘Redeem all points' radio button to use all the points available to spend.
    The monetary value is calculated based on the burn rates defined in the Burn rules module.

• Click ‘Submit’

A summary screen will appear showing the submitted information.

Registering returns

• Log in to the application

• Use the QR code reader and scan the code on the membership pass or enter the membership ID manually to obtain:

  • membership ID – the customer profile information is displayed

  • coupon code – coupon that is awarded codes assigned to the customer

  • transaction ID – the unique code corresponding to the specific transaction details

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• • purchase history

• Once the customer’s profile is open, tap the Return items tab.

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• You first need to identify the item Look up the transaction to be refunded.
  

  Find Transaction: enter here

  Enter the refund amount and purchase date to

  claim the refund from

  find the transaction

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• to be refunded.

• Click ‘Find transaction’

• Initiate the refund once the transaction appears

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