User Stories and Flows for Your POS Integration

Read more about integrating your POS with PeopleVine and the user flows we recommend.

Below are several use cases our end-users can perform at the POS when integrated with our 3 key API methods for member lookup, create order and process payment on file.

Identify the Member at the POS

Upon opening up a check, staff will identify the member by looking them up by name, phone number, email address or member ID.  We also provide the ability to scan their digital IDs QR codes and bar codes at the POS.

Once the data is sent to our API, we will return a list of matching results.  At which time, we would associate the customer_no from the CRM record with the check.

Close an Order without Payment

If the member is only looking to earn points or see their transaction online in the member portal, your waitstaff will simply close the ticket with their CRM record attached and you will send the order data to our API.

Verify Available Checkout Methods

We recommend that you provide a method for the staff to verify if the member has a payment on file, balance available or if they can close to their house account.  This validation ensures your staff closes out the ticket properly so you don't lose funds.

Close an Order to Payment on File (Instant)

In this case, your member requested to close out their check to their payment on file, either credit card or ACH.  Once pressed, the POS will contact our API to process the payment in the cloud.  Our system will then reply in real-time with an approved or declined response.

Close an Order to House Credits/Balance/Stored Value/Gift Card

When the value/credit is added to their membership account via the member portal or backend tools, the member can then utilize this as payment when checking out.  This will then utilize their balance available and if it goes over, will then fallback to their payment on file.

Close an Order to their House Account

As with traditional member experiences, they can charge their order to their house account.  Ultimately this will generate an invoice attached to their account and then is paid for in a monthly batch.  

Close an Order to Multiple Member Accounts

In order to charge to multiple member accounts, we require you to split this into multiple orders/checks.  Allowing you to assign 1 CRM record per order.

Additional Help Tutorials

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