Customer name and loyalty on CDS

Overview

• When a customer is selected in POS, CDS can show a personal greeting using the customer's first name and their current available points.
• During an active order, this customer/points information occupies the message area of the promotional side panel.
• After a completed sale, the Thank-you overlay can show 'Thanks, [name]!', points earned on the transaction, and the customer's available points balance.
• If no customer is attached, the side panel uses store promotional/fallback messages instead of inventing customer information.

When to use this

• Use this as immediate visual confirmation that the cashier selected the correct loyalty customer and that the customer can see the benefit of identifying themselves.

Step-by-step

1. Select the customer in POS before payment.
2. Confirm the CDS greeting shows the correct first name and points balance.
3. Apply loyalty redemption before Pay when requested and confirm the order totals reflect it.
4. Complete the sale and check the Thank-you screen for points earned/available when applicable.

Common mistakes

• Do not attach the wrong customer simply to make loyalty information appear.
• Do not promise earned points based only on an estimate; the completed-order result is the relevant confirmation.
• Do not expect customer loyalty information in the promotional side panel when promotional content is disabled, because that split panel is not shown.

Troubleshooting

• If a selected customer does not appear, check the local snapshot connection and confirm the customer is actually attached to the POS order.
• If points earned are absent after payment, check whether the order/customer was eligible for loyalty earning.