Enabling POS tracking allows you to gain a more in depth understanding of specific details of your customers such as Postcode. This can be useful in understanding how local your customers are, which can guide your engagement on social media and elsewhere.

Our advice is that turning on postcode tracking for, say, up to two months a year could be useful in providing helpful insights.

If you turn this on, we suggest you place a note at the counter explaining why you are collecting postcode data. Providing customers with context could help them engage with you on this.


Enabling Tracking

1. On the top menu bar or Retailer, click on Setup -> System.
2. Click on the Other tab.
3. Tick the selected tracking criteria in the POS Tracking Settings box.
4. Using the + button add the types of sales you wish to track and press OK.


Recording Postcodes

For Sale Types that have been enabled for Postcode Tracking, a prompt will appear when ending the sale in the Point of Sale screen
Enter the Postcode and click Ok

Reporting

The POS Tracking Report can be used to Report on collected Postcodes in a date range. Click HERE for instructions on how to use this report.
Collected Postcodes can also be listed on the Sales Transaction Log Report. Click HERE for instructions on how to use this report.
The Postcode Tracking Report can also be generated during End of Shift. Click HERE for instructions to enable this.