BEST POS - Customer card ID add replace remove

Customer Cards / IDs: Add, Replace, Remove in BEST POS (Retail)

Summary

This article shows how to link a card or identifier (barcode, RFID, number) to a customer, replace a lost card, and remove a card in BEST POS. Steps include hardware checks, customer lookup, saving/validation, and unique ID controls.

Step-by-step Instructions

1) Prerequisites

  • Barcode/card reader connected and recognized by the POS.
  • The customer exists in BEST POS (see “Create / edit a customer” if needed).
  • Rights to edit customer profiles.

2) Add a card / ID to a customer

  1. Open Customer > Search, select the customer, then Edit.
  2. Place the cursor in the Card / Customer ID field.
  3. Scan the card/barcode or type the identifier.
  4. Click Save.
    Check: the ID displays on the profile; a beep/confirmation may appear on scan.

3) Replace a lost / damaged card

  1. Open the customer (Search > Edit).
  2. Remove the old ID (click Remove or clear the field) and Save.
  3. Focus the ID field, scan the new card, then Save.
  4. Add a note (e.g., “Card replaced YYYY-MM-DD”).
    Option: if supported, blacklist the old card.

4) Remove a card / ID permanently

  • Open the profile, clear the ID field, and Save.
  • Warning: if a loyalty or access program uses the ID, assess impact and transfer to another ID first.

5) Variants (if applicable)

  • Quick create by card: at the register, scanning a card can start a quick create (depending on settings).
  • Multiple cards per customer: when allowed, link a secondary card (e.g., spouse). Document in Comments.
  • ID format: enforce a prefix (e.g., CLT-) or min length per policy.

Fixes and FAQs

  • ID already in use: duplicate warning. Scan a different card or free the ID on the other profile, then retry.
  • Scan produces nothing: test the reader in a text editor, verify field focus, check cable/USB.
  • Extra characters: disable the reader’s CR/LF/Tab suffix or adjust settings.
  • Unsupported barcode type: enable the needed symbology (e.g., Code128, EAN13) on the reader.
  • Removed but still active: reload the profile, ensure no secondary ID holds the code, clear cache if required.

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