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 the customers. This article explains how to configure the app and introduces the two scenarios that 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.

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.

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 the Users tab in the left menu bar and click on Edit next to the user

• Uncheck the Login enabled box

• Define the tenant under User Groups picklist

• Click Save

Save these changes for all users who need access.

Functionalities

You can register transactions (thus collect and/or burn loyalty points) and refund transactions for your customer through the Store Staff Application.

Registering transactions

• Log in to the application

• Use the QR code reader and scan the code to obtain:

  • membership ID: the customer profile information is displayed

  • coupon code: coupon that is awarded to the customer

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

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

  

• You can 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

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 to obtain:

  • membership ID: the customer profile information is displayed

  • coupon code: coupon that is awarded to the customer

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

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

• You first need to identify the item to be refunded.

  • Find Transaction: enter here the refund amount and purchase date to claim the refund from the transaction

You will be able to initiate the return once the transaction appears and will be submitted as a refund event in Antavo.