Objective: To enhance the security, tracking, and customer service of gift card transactions by requiring valid customer details (contact number and email) for all transactions involving the issuance or redemption of gift cards.
Feature Description: Implement a feature in the Dynamics 365 Commerce Point of Sale (POS) application that mandates the collection of valid customer details (contact number and email) for all transactions involving the issuance or redemption of gift cards. This feature will ensure that every gift card transaction is associated with a verified customer, thereby improving the overall transaction process.
Justification:
- Customer Verification: Ensures the identity of the customer involved in the gift card transaction, reducing the risk of fraudulent activities.
- Transaction Tracking: Maintains a detailed record of gift card transactions associated with specific customers, aiding in tracking and managing gift card usage.
- Enhanced Customer Service: Enables the store to provide better customer service by notifying customers about the status of their gift card transactions or any issues that may arise.
- Marketing and Communication: Allows the store to use the collected contact information for marketing purposes, such as sending promotional offers or updates about new products and services.
- Compliance and Reporting: Helps in complying with legal requirements for collecting customer information for financial transactions, ensuring adherence to consumer protection laws.
Implementation Details:
- Modify the gift card transaction workflow in the POS application to include mandatory fields for customer contact number and email.
- Validate the entered customer details to ensure they are in the correct format.
- Store the customer details securely and associate them with the gift card transaction record.
Impact: This feature will enhance the security and efficiency of gift card transactions, improve customer service, and provide valuable data for marketing and compliance purposes.