Configure Customer 360 Clienteling for Point of Sale

Set up a unified Customer 360 view for clienteling on the POS app to give store associates a complete view of customer data from Commerce or Service.

1. In the CMS, go to Integrations | Customer 360 Configuration.
2. For each module, select a provider or connector:
   • Customer Profile - Basic customer information including name, contact details, and preferences
   • Wish List - Customer's saved items and product preferences
   • Online Cart - Customer's current online shopping cart contents
   • Address - Customer's shipping and billing addresses
   • Order History - Customer's past purchases and transactions
   • Loyalty - Customer loyalty membership and points balance

   

   Note Selecting Commerce for the customer profile automatically applies to wish list, online cart, and address modules. Selecting Service lets you choose SPI for wish list and Service for address. Service doesn't support online cart.
3. Review the configuration status for each module.
4. Save your changes.