Regardless of your POS system, the customer identification process follows the same general sequence. The customer should be attached to the sale before payment is finalised.
Universal identification steps
Customer opens their SpenVest code
The customer opens their SpenVest app or member card and presents their QR code or member code at checkout.
Staff scans the code or enters it manually
Staff scan the SpenVest QR code using the store's scanner or camera, or manually enter the member code shown below the QR.
Staff attaches the customer to the sale
Using the POS workflow available in your system, staff add or attach the identified customer to the current sale, cart, or order.
Staff completes payment normally
Payment is processed through the merchant's standard POS checkout. The SpenVest identification step does not change how payment is taken.
Transaction becomes eligible for attribution
The completed transaction can then be linked to the customer's SpenVest account for eligible SVC attribution, threshold progress, and retention tracking.
The customer should be attached to the sale before finalising payment so the transaction can be matched correctly. If the customer is added after payment, the sale may not be attributable depending on your POS configuration and integration setup.