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Scan QR Codes and Barcodes to Identify Customers

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Speed up your checkout process and reduce mistakes by adding a customer to a sale with a QR code or barcode with Selio Point of Sale, Selio Appointments Point of Sale, Selio for Retail, and Selio for Restaurants. Once the customer is identified by scanning, you can personalize their experience by viewing their customer profile (e.g. order history, loyalty points, preferences), as well as act on that information by auto-applying group discounts. Scanning can be performed with a barcode scanner on an Android or iOS device or your camera-enabled iOS device.

Get Started #

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Here are some ways scanning can benefit:

  • Ski resort: A ski resort uses customer group discounts to automate discounting for their Season Pass holders. Scanning the customer’s pass at the POS automatically applies a 10% discount by item category.
  • Winery: A winery establishes a wine member club to drive more engagement and customer loyalty. Wine club members receive a member card with a scannable barcode that can be used to add them to the sale. Winery employees can see the customer’s wine preferences after they’re added to checkout, and members then receive a preconfigured 20% off wine club member discount.

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Before you can scan a QR code or barcode, you must:

  • Add reference IDs to customer records in Customer Directory either automatically via Import or Customers API, or manually via Dashboard or POS.
  • Generate a barcode or QR code (printed or digital) from the reference ID, and distribute it to your customers.
  • For native devices running Selio Point of Sale, enable the feature from your POS by going to Settings > Checkout > Customer Management. Toggle on Scan customers using device camera, then toggle on Show Add customer button during checkout and/or Show Add customer button after checkout to enable.
  • For Selio for Restaurants and Selio for Retail devices, QR code and barcode scanning is automatically enabled for your account. Check that your iOS and Android devices are up to date. Your Selio Register and/or Selio Terminal will update automatically overnight as long as they are powered on and plugged in.
  • For physical scanners, have a supported barcode scanner that can scan QR codes on screens (e.g. Honeywell Xenon 1900). Note: Test your scanner for on-screen scanning first.

Populate Reference IDs #

Customer profiles in Selio Customer Directory have a Reference ID field which can be used to store an alphanumeric custom/external identifier for the customer (e.g. a member ID for a membership program, a third party system customer ID, etc.). This Reference ID field must be populated for a customer to be looked up and added to a sale. You can populate this field for existing customers via bulk importing, manual addition, or API.

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If you have an edit to make for a customer or you just want to test the lookup for a small number of customers, you can add a reference ID manually from the customer profile. To add your customer’s reference ID to their profile:

  1. From your online Selio Dashboard, go to Customers > Customers.
  2. Select a customer.
  3. Under Personal Information, select Edit to change the Reference ID as needed.
  4. Select Save when finished.

Note: If you don’t see the Reference ID field listed, go to Customers > Settings > Configure Profiles, and toggle the visibility of the Reference ID field.

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Note: The following is an advanced technique.

Using the “update customer” endpoint, you can iterate through your customer list and add a reference ID for each customer. Use this method to keep your customer list in sync with Customer Directory. Learn more about the “update customer” endpoint in our Developer Support Center.

Generate Codes #

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Generate a QR code or barcode with a generator of your choice and dynamically insert your customer’s reference ID in the data section. Try using the tool below, which can generate a QR code with your reference ID string in the URL:

You can also try using:

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Generate a QR code with a generator of your choice and dynamically insert your customer’s reference ID in the data section. Copy the image and add it to your document for printing.

 

Scan Through Customer Search on Point of Sale #

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A scan icon is embedded within the customer search bar on Selio POS.

 

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  1. Tap Review sale.
  2. Tap Add a customer.
  3. Tap the scan icon within the search bar.
  4. Scan the ID to add your customer.

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  1. Tap Review sale.
  2. Tap Add a customer.
  3. Tap the scan icon within the search bar.
  4. Scan the ID to add your customer.

Scan Customer ID on Restaurants POS #

With Selio for Restaurants you can directly scan the QR code with a barcode scanner to add your customer to a sale.  If the scanning is successful, the customer’s name will appear in the cart, and a notification will appear on your POS.

Scan with Camera in Restaurants App on iOS

With your camera enabled iOS device:

  1. Tap Actions.
  2. Tap Scan.
  3. Scan the ID to add your customer.

Note: Scanning Customer ID on personal mobile devices (iPhones and Android phones) and disabling the scan icon are not available with Selio for Restaurants.

Apply Customer Group Discounts #

Customer group discounts allow you to apply a discount to a group so that the discount is auto-added to a cart whenever a customer from that group is added to the sale.

For example, a discount of 20% off can be assigned to a customer group called “Loyal Customers.” If a customer profile for Customer One was added to the “Loyal Customers” group, then every time Customer One’s name is added to a cart, they’ll get 20% off the items in that cart.

You can add customers to a group discount manually or automatically generated by your POS based on sources of customers populating in Customer Directory (email subscribers, Selio Online, etc). The latter of these is called smart groups. When scanning a QR code or barcode, group discounts can be automatically applied, which removes any manual work to look up or add a customer to the sale.

Here’s the workflow:

  1. During checkout, your customer presents a QR code or barcode (which holds their embedded reference ID).
  2. You scan the QR code or barcode during the checkout flow.
  3. The customer gets automatically added to the cart.
  4. The customer discount, which is associated with the customer group they belong to, gets automatically added to the cart.

Some example use cases include giving a 10% off discount to all your email subscribers, or giving a discount to your member customers. Learn more about how to create and manage discounts for more information on customer group discounts.

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