Customer Information

The following table lists the EOM options associated with collecting Customer Information.

Software featureEOM options

Customer Information

Company Setup > State List

  • State Abbreviation
  • State Name

Company Setup > Canadian Province List

  • Province Name
  • Province Abbreviation

Company Setup > General

  • Enable Prompt To Display Invalid Barcode Error Message

Promotions and Marketing > Communication Displays

  • Prompt Customer Decline Notification

Store Setup > Local Customization

  • Prompt For State
  • State Display Text
  • Store Country Code
Customer Display

Promotions and Marketing > Communication Displays

  • Customer Display Line 1
  • Customer Display Line 2

Customer Privacy

 

Receipt Setup > POS Receipts

  • Privacy Policy Text

Receipt Setup > Receipt Printing

  • Print Privacy Policy in Return Receipts
  • Print Privacy Policy in Sale Receipts

Driver’s License

 

Store Setup > Store State Codes

  • Sequence Number
  • DL State Abbreviation
  • DL State Name

Store Setup > Store Province Codes

  • Sequence Number
  • DL Province Abbreviation
  • DL Province Name 

Store Setup > Local Customization

  • Allow both US States and Canadian Provinces for Drivers License

Company Setup > General

  • Enable Prompt To Display Invalid Barcode Error Message

External Customer Information Validation

 

Universal Engine > Member

  • Enable Popup Message when a Not Found Member is Added

Store Setup > Authorization Overrides

  • ApproveInvalidatedEmailAddress
  • ApproveInvalidatedPhoneNumber

Information Field Definitions

Setup > Information Field Definitions

  • Alternate ID
  • Custom Input data
  • Custom Input Type
  • Field ID
  • Entry Method
  • Input Mask
  • Internal Storage Name
  • Is Masked
  • Is PED Only
  • Linked Field to PED Data Field
  • Maximum Length to enter the specific ID
  • Minimum Length to enter the specific ID
  • PED Input Field
  • Validator
  • Validator Data

Setup > Information Form Definitions

  • Display Name
  • Display Only Fields
  • Display Order
  • Do Not Prepopulate Fields
  • Help Text File
  • Info Set Name
  • Optional Fields
  • Parsed Input Validator
  • PED Input Mode
  • PED Verification View
  • Required Fields
  • Validator
  • Validator Data

Setup > Personal ID Definitions

  • Definition ID 
  • Display Name
  • Info Form Name
  • Personal ID Type

Setup > Personal ID Sets

  • Personal IDs
  • Personal Set ID

Tax Exemptions

Company Setup > State List

  • State List

Company Setup > General

  • Terms And Conditions And Signature Prompt

Store Setup > Local Customization

  • POS Canadian Province List
  • Store Country Code

Store Setup > Tax Override Setup

  • Transaction Tax Exempt
  • Tax Exempt Alternate Signature
  • Tax Exempt Electronic Signature
  • Tax Exempt Receipt Header

Store Setup > Tax Override Reason Code

  • Sequence Number
  • Tax Override Reason Code
  • Tax Override Reason Description

Store Setup > Tax Exemption Definitions

  • Allowed Compound Exemptions
  • Confirmation Text Template
  • Customer Text Template
  • Description
  • Exemption Id
  • Rule
  • Scope
  • Info Collection Form
  • International
  • Name
  • Exemption Code
  • Restricted Locales
  • Rider Text Template Prefix
  • Signature Required Locales

Store Setup > Tax Exemption Rules

  • Name
  • Process Type
  • Process Value
  • Rule Id
  • Tax Code Id

Tender > Tender Definitions

  • Valid For Tax Exempt Transaction

Transaction E–mail, Telephone, and Zip Code Prompting

 

Store Setup > Local Customization

  • Store Country Codes

Promotions and Marketing > Communication Displays

  • Email Address Prompting
  • Telephone Number Default Value
  • Telephone Number Prompting
  • Telephone Zip Code Prompt Placement
  • Zip Code Default Value
  • Zip Code Prompting
  • Negative Exchange Prompting
  • Positive Exchange Prompting
  • Associate Discount Prompting
  • Enable Customer Entry in Telephone and Zip Code Prompt Views

Promotions and Marketing > Loyalty Options

  • Default to POS for: Member Lookup, Enroll, Receipt Preference, Email, Phone and Zip
  • Enable Member Update Button