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            Validating Customer Profile Address on Cart

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            Validating Customer Profile Address on Cart

            Integrate the Clienteling SPI to check a customer’s address before placing an order.

            Prerequisites

            • Modern POS App Build: 9.2.1 and later
            • Platform Support: iPhone & iPad
            • Offline Support: no
            • Technical Prerequisites: Third-party integration (for example Quick Address Systems (QAS) by Experian)

            Set up Point of Sale CMS for Customer Address Validation

            Establish complete customer profiles by configuring the address field completion check in Point of Sale CMS.

            Configuring SPI

            1. In the merchant's CRM system, configure the Clienteling SPI. Then, create a custom Customer Search layout, for more information, refer to this article.
            2. Configure the endpoints of the merchant's third-party integration in Point of Sale CMS by going to Integrations > Custom Connectors.

            Address Field Validation

            The POS app can be configured to support ‌validation of entered addresses.

            1. In CMS, go to Apps > All.
            2. Edit ‌the app configuration.
            3. Go to Modules > Settings.
            4. Turn on Enable Address Verification.

            Address Field Completion Check

            Point of Sale offers a check for address fields within the POS app. This verifies that all necessary address fields are filled out before completing the checkout process.

            This setting checks for the presence of data in these fields and doesn't verify whether the entered values are valid. Refer to Address Field Verify for details on enabling validation. For example, if the ZIP code field is left empty, the app flags it as an issue. However, if the value "000000000" is entered, the app won't assess the validity of this entry.

            1. In CMS, go to Apps > All.
            2. Edit ‌app configuration.
            3. Go to Modules > Settings.
            4. Turn on Confirm customer profile has all required address fields before checkout.

            These address fields are validated:

            • First Name, Last Name, Street Address, City, State, ZIP code, Country, and Email Address

            Additional fields can be validated, but only if configured in the CMS app configuration settings:

            • Salutations: Apps > UI > UI Options
              Important
              Important When customer profile information includes a salutation field, checkout address verification checks that value, so configure the salutation options correctly.
            • Company Name and Company ID: Apps > Modules > Cart
            • Federal ID: Apps > Modules > Cart
            • House Number: Validation occurs only if the region is Brazil
            • Phone Number: Apps > Modules > Cart
            Important
            Important

            For non-US countries that don't include states as part of their address format (for example United Kingdom), it is recommended to turn off this switch. If the switch is turned off, validation is only applied to the street address and postal code.

            Validate Customer Addresses in the POS App

            Use the POS app to check customer addresses and tell store workers to fix wrong information. This will give you the correct shipping information for online orders.

            If a store associate adds an online item to the cart and pulls a customer's profile, the shipping address auto-populates from the profile.

            The customer's shipping address in the POS App.

            If there's no address listed in the customer's profile, the POS app prompts the associate to enter an address. If the address can't be checked, a window opens. The associate can select either the address that was updated before or a suggested one. If an address has been inputted before logging in as a customer and if unable to validate, the POS app offers suggestions.

            A suggested valid address that the POS app gives you in a window if you enter a nonvalid client address.

            Note
            Note Selecting or updating an address in the validation process won't update the address listed in the customer's profile, it is only applied to the order.

            However, if there's an address listed in the customer profile but it's incomplete, the POS app will validate the address if the associate attempts to checkout. If unable to verify, a window appears prompting the associate to correct the information.

            After the address has successfully been verified and the associate completes checkout, it'll be recorded in the TLogs.

            A popup window that allows you to correct shipping address information and then verify it.

            There's no difference between how this is recorded and whether the address was edited via suggestion or not. The TLogs only records the address used to ship a completed order.

            A code snippit from the TLogs that shows the address used to ship a completed order.

             
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