Activation and Configuration of CRM Modal Source for Idexe - BBCWiki/IPos-Internal GitHub Wiki

To activate and configure the CRM Modal Source integration for the Idexe client, please follow the steps below:

🔹 1. Create the Fidelity Card Type

Create a new Fidelity Card Type with the following settings:

Property Value
Name Loyality Idexe
Prefix 801
Repository Type ModalSource
Spend Amount For Point 1
Discounted Items Multiplier 0.5

➡️ After creating the type, associate the customers' fidelity cards with this new FidelityCardType.

🔹 2. Enable the correct engine

Set the following parameters in the system:

  • IsModalSourceFidelityEnabled = true

    Enables the use of the ModalSourceFidelityEngine class

  • DefaultVoucherEngineRepository = MDS

    Defines the default repository for the VoucherGenerator

🔹 3. Create VoucherGenerators

Create one VoucherGenerator for each voucher value.

Repository Type must be: MODAL SOURCE.

✅ Prefix format:

  • MDS5 – for fixed value vouchers
  • MDS10%, MDS15% – for percentage-based vouchers

Configuration:

  • Set Cathegory Discount Percentage – for percentage-based vouchers
  • Set Cathegory Discount Value – for fixed value vouchers
  • In the Redemption tab:
    • Check Validity Period = Specified by a promotion or redemption
  • Cumulative = false – for percentage vouchers
  • Cumulative = true – for fixed value vouchers

🔹 4. Create promotions for each voucher

Each VoucherGenerator must be linked to a Promotion with the following settings:

Setting Value
Effect Category Utilizzo buono
Effect Voucher Generator Select the appropriate generator
Promo Type Saldi
Card Type Loyality Idexe (create if missing)
Minimum Trigger Value 30 – for fixed value vouchers
Contains All Products true
Apply Effect Multiple Times true – for fixed value vouchers

🔹 5. Enable the vouchers popup on card scan

To automatically open the vouchers popup when a fidelity card is scanned:

  • PosShowVouchersPopup = true