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What is Checkout Integration?

Checkout integration is a Clearline app integrated into the POS System Checkout, where customer gets marketing interaction via qr codes and templates shown right after transaction, that can be initiated manually or automatically Checkout Integration Flow Example
  1. Sales Person in POS adds Products to Shopping Cart.
  2. If Customer has a Coupon, Sales Person searches for it by one of the parameters:
    • Coupon code
    • Phone number
    • Email
    Get Customer Coupons API Coupons sync from CMC to POS
  3. If Customer does not have a previously received Coupon, but the content of his Shopping Cart corresponds to the current promotion, then Sales Person can add any Coupon active at his location. Get Active Coupons By Location API Coupons sync from CMC to POS
  4. POS automatically calculates the discount corresponding to the Coupon applied to the Shopping Cart.
  5. Sales Person completes the order
  6. Customer pays for the Order. At this time:
    1. POS System sends the Post Purchase transaction data to Clearline via post-purchase transaction API. API Post-purchase transaction to CMC
    2. If a coupon was used with this order, then the POS system calls the coupon validation endpoint. Coupon Validation API Validate Coupon via Transaction
    3. Using this endpoint, it is possible to obtain QR codes that need to be printed on the receipt (you can configure what the QR code should be generated for in the account manager panel in CMC). Get POS Receipt Promotion POS Receipt Promotion
    4. POS System checks if Manual or Automated flow is turned on Get POS System Settings API POS System Settings
      This endpoint should be called only on first start of the application and saved in local storage of the device.
      The POSSystemSettingsChanged PUBNUB event should be listened to refresh settings.
  7. If Manual Flow is turned on:
    1. POS System should allow the Sales person to continue manual interaction and show some marketing actions (for example, show a pop-up window with such an offer).
  8. If Automated Flow is Turned on:
    1. Condition: The CFS Carousel should be opened and configured in advance (Required for Double screen with a separate CFS App)
  9. POS Rules:
    1. If the received post-purchase transaction matches one of the configured POS rules, then the POS rule is applied: the CFS template or marketing app QR code appears on the CFS.
    2. Note: If POS Rules are enabled then manual flow modal is not shown ⚠️