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Overview

Checkout integration is a ClearLine app integrated into the POS system checkout flow. Customers receive marketing interactions via QR codes and templates shown immediately after completing a transaction. The interaction can be initiated manually by staff or automatically based on configured rules.

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Integration Flow

1

Add Products to Cart

Sales person adds products to the shopping cart in the POS system.
2

Apply Customer Coupon (Optional)

If the customer has a coupon, the sales person searches for it using one of these parameters:
  • Coupon code
  • Phone number
  • Email
API: Get Customer Coupons
3

Apply Location Coupon (Optional)

If the customer doesn’t have a previously received coupon, but their shopping cart matches a current promotion, the sales person can add any coupon active at the location.API: Get Active Coupons by Location
4

Calculate Discount

POS automatically calculates the discount corresponding to the coupon applied to the shopping cart.
5

Complete Order

Sales person completes the order and customer pays.
6

Post-Purchase Processing

After payment is received, the POS system performs the following actions:

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1. Send Transaction Data

POS system sends post-purchase transaction data to ClearLine.API: Post-Purchase Transaction to CMC

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2. Validate Coupon (If Used)

If a coupon was used with this order, call the coupon validation endpoint.API: Validate Coupon via Transaction

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3. Get Receipt QR Codes (Optional)

Retrieve QR codes to print on the receipt. You can configure what the QR code should be generated for in the account manager panel.API: POS Receipt Promotion

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4. Check Flow Settings

POS system checks if Manual or Automated flow is enabled.API: Get POS System Settings
Call this endpoint only on first application start and save the settings in local storage.
Listen to theSettingsChanged PubNub event to refresh settings when they change.

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Flow Modes

When Manual Flow is enabled: - POS system allows the sales person to continue manual interaction - Show marketing actions (e.g., display a pop-up window with offers) - Sales person controls when and how to engage the customer

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Next Steps

Coupon Integration

Learn how to integrate coupon functionality

POS Settings

Configure POS system settings

Receipt Promotions

Add QR codes to receipts

Transaction API

Submit transaction data