1.0 Purpose Of the Document:
This document provides comprehensive guidelines and step-by-step instructions to the client or site admin to configure Annex Cloud’s Customer Loyalty in Microsoft POS system.
2.0 Defaults:
| Client Name: | <client name> |
| Site ID: | 128777280 (for UAT environment) |
| Access Token: | LAkEdvAPWXeosSWjVoYqmQka7M9DVR7S (for UAT environment) |
3.0 Loyalty Attributes for Customer Profile:
Login to the DynamicsD365 commerce backend.
- Navigate to Retail and Commerce > Products and categories > Attributes.
- Click New.
- Navigate to Retail and Commerce > Headquarters setup >Parameters > Commerce parameters.
- In the Commerce parameters window, on the General tab, in the Customer attribute group field, click Customer information.
- In the Attribute groups window, you can view and edit the list of customer attributes.
4.0 Create Configuration Parameters.
Navigate to Retail and Commerce >Headquarters setup > Parameters > Commerce parameters > Configuration parameters
The Annex Cloud will provide the following parameter values.
- VSI_AC_API_BaseUrl
- VSI_AC_DashboardAPI
- VSI_AC_Secret_Key
- VSI_AC_Site_ID
- VSI_AC_SiteName.
5.0 Installation of Annex Cloud’s Module
For cloud POS sites, Annex Cloud will provide a zip file for installation.