Enabling Customer Data Collection

To collect customer data at the point of sale on the handheld devices please perform the following:

1. Select Setup, then General Settings from the admin portal dashboard.
2. Scroll down to the Customer Information section and toggle intended fields to be collected on (green).
3. Scroll back to top of page and save changes.
4. Select Setup, then Setup Stations from the admin portal dashboard.
5. Change Data Collection for intended station from None to Customer Info.
6. Save changes.

After the stations are set up in the admin portal with an event activated:

1. On the handheld, select the three dots in top right corner, then Settings.
2. Select Get Latest Events to capture these changes on the handheld.
3. Your next purchase on the handheld will prompt for the information selected in step 2 above.