Clau.io on the POS - customers, loyalty benefits, gift cards and e-commerce orders

Applies to Invu POS 6.10.1 on iPad, Android and Windows, with the Clau.io integration active. Labels are shown as they appear when the POS and the Admin Panel are in English.

Before you start (administrator)

In the Admin Panel, go to Settings > System > Settings, tap Enable Save Button and choose Integrations/Loyalty in the index:

1. Fill in all three fields: URL Integration CLAU.IO, API Key CLAU.IO and App ID CLAU.IO. If one is missing, the POS does not turn Clau on. The URL must end with /.
2. Optional: turn on Show Loyalty Benefits Automatically so the benefits screen opens by itself when you charge a Clau customer.
3. Save with Save Changes.
4. On each POS, press and hold the Invu logo and choose Update Data to load the configuration.

Permissions: under Settings > Users and Roles > POS Roles, give cashiers or supervisors the permission to apply loyalty benefits and, if they will attach customers, the one to add a customer. If the logged-in employee lacks the permission, the POS asks for the PIN of someone who has it.

1. Find the customer and attach them to the order

1. Inside the order, tap the header (order number or table). Order Information opens.
2. Tap the customer row (<No customer added> if it has none yet).
3. In the Clients list, tap the magnifying glass and then the Clau icon (top right). Search Customer Clau.io opens.
4. Type the customer's email or loyalty ID and tap Search. You can also use Start Scan to read the customer's QR code with the camera, or the NFC icon.
5. When you pick the customer, you go back to Order Information. Close it with Done.

• In Search Customer Clau.io, anything that is not an email is searched as a loyalty ID. A phone number or ID card number will not be found there: to search by phone or ID number, use the regular search (Search Customer), which also checks Clau.
• The POS Loyalty ID matches the Texto Generico 5 field of the customer record in Clau.
• If the customer does not exist, create them with + (New Client) in the Clients list. When they are added to an order, the POS registers them in Clau automatically.
• Loyalty Client: under the customer row you can choose a different Loyalty Client, so points and benefits go to another person without changing the invoice customer.

2. Apply benefits, codes and points

1. Tap Pay Order.
2. On the payment screen, tap Apply Offers. Loyalty opens with the customer's name, email, Points:, Codes:, Points Exchange (points expressed as money) and their list of gifts or benefits.
   • If the order has no customer, Apply Offers opens Search Customer Clau.io first.
3. Choose what to apply:
   • select gifts or benefits from the list;
   • tap Apply Code to enter a coupon or promotion code;
   • tap Pay with Points if the customer wants to use their points.
4. Tap Done. If asked, enter the PIN of an employee allowed to apply benefits.

If Clau rejects a code or benefit, an Error message appears and no Clau benefit is applied to that order while the code is still there. Tap Clear Discount and then Done to remove it, and choose again what does apply.

• Clau benefits are not applied to a line that already has a POS discount. If you want a line to get the Clau benefit, do not give it a manual discount.
• Automatic benefits configured in Clau are applied by themselves when you tap Pay Order.

Points when the order closes

When the order closes, the POS sends the purchase to Clau and the receipt shows Puntos por compra and Puntos Acumulados (these receipt texts are always in Spanish). If Clau takes more than 9 seconds to respond, the receipt says Pending. The POS does not send the purchase again: if the points do not show up in Clau, write to us with the order number.

3. Clau gift cards

Setup (administrator):

• To sell, activate or recharge cards, create items with Item type = Gift Card Clau - Purchase, Gift Card Clau - Activate or Gift Card Clau - Recharge (Admin Panel > Menu).
• To charge with a gift card, create a payment type under Settings > Payment, Discount & Taxes > Payment Types with the GiftCards Clau POS Type. The Usar como Pago (Desactivar para descuento) checkbox (shown in Spanish in every language) decides whether the balance used counts as a payment (checked) or as a discount (unchecked).

On the POS:

• No gift card found when activating: the card does not exist or is already active. Only cards that are inactive in Clau can be activated.
• You can't use the same gift card twice: you already used that card on this order.
• The gift card amount has been exceeded, only … have been applied: the balance is not enough; charge the rest with another payment method.
• The rules of each card type (single use, one recharge only) are enforced by Clau, not by the POS.

4. Clau e-commerce orders

Requirement: under Settings > System > Settings, Delivery section of the index, choose the Delivery Cash Register. Orders only reach the POS that has that register open; on that device a Clau.io tab appears next to Open and Closed.

• The POS checks for new orders every 30 seconds and shows New Order (with sound on iPad and Android; there is no sound on Windows).
• If you turned on Print Clau Orders Automatically, the kitchen ticket for orders without a table prints by itself.
• If an order is missing, press and hold the logo and choose Sync Up Ecommerce Orders: it looks for orders from the last 24 hours (the automatic check only looks at the last hour).
• Change the order status in Clau: inside the order, tap the Invu logo, choose Clau.io and then the status (Received, Confirmed, Ready for pickup, On the way, Delivered, Cancelled…). To have it change by itself with POS actions (send to kitchen, close, delete), set up Clau order status events in Integrations/Loyalty.
• If an order arrives with the wrong modifiers, the problem comes from how the order was created in Clau: the POS shows what it received. After changing items or modifiers in Invu, sync the catalog with Clau (Sync Data button in Integrations/Loyalty) and write to us if it keeps happening.

Common problems

• The Clau icon does not appear in Search Customer. The URL, API Key or App ID is missing, or the POS does not have the new configuration: run Update Data.
• The Loyalty screen keeps loading. Clau did not respond or did not find the customer. Check the internet and that the customer is attached to the order.
• Done shows "Unknown Error". Your account may be missing the discount Invu uses to record Clau benefits. Write to us.
• Pay with Points does not change. The points rate of your program in Clau is 0.
• The Clau.io tab does not appear. That device does not have the Delivery Cash Register open.
• Sync Data shows no message. That is expected: when it finishes, the loading indicator just disappears.