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  1. In-store payments
  2. Set up terminals and stores
  3. Terminals, settings and features
  4. Loyalty and ID lookup

Test and go live

Test member lookup, sign-up and cross loyalty with test cards before you go live.

Before you test

  • You have a test ID Vault, a loyalty type and API keys for test. See Set up ID lookup.
  • Your POS can log in to the test terminal, and the terminal is connected to the test environment.
  • ID lookup, and enrolment if you use it, is turned on for the test terminal.
  • You use test cards only. Never use real cards on a test terminal.
  • SaleID, ServiceID and TransactionID are unique.
  • Card numbers aren't logged unencrypted.

You can add and delete test cards yourself through the API, or ask Aera to do it.

Test cases

Member lookup

#TestExpected result
1Pay with a card linked to a memberMember number returned. Discount applied before the payment. Payment completes
2Pay with a card not linked to anyoneNo member number. POS offers sign-up
3Pay with a card that signed up on the terminal but didn't finishNo member number. Temporary identity recognised

Sign-up

#TestExpected result
4Sign up with an unknown card: accept the terms, enter the mobile numberMobile number reaches your loyalty program. Sign-up link sent
5Finish the sign-up, then pay again with the same cardMember recognised
6Link a new card to an existing memberNext lookup returns the right member. No duplicate member
7Decline the termsNo sign-up. Payment still possible
8Stop before the mobile number is enteredPOS handles the abort. Terminal is free

Cross loyalty

Ask Aera to turn the partner's program on and off for your test cards.

#TestExpected result
9Card linked to your program and the partner'sBoth programs returned
10Card linked only to the partner's programOnly the partner's program returned
11Temporary identity, also in the partner's programPartner's program returned, no own member number

Errors

Test what the POS does when:

  • the mobile number is invalid, or already belongs to another identity
  • the card is already linked to this member, or to another one
  • the API key is invalid or expired
  • Aera ID Services or the terminal doesn't answer in time
  • the terminal is disconnected, or busy with another POS

Go live

  1. Fill in the self-assessment for ID Life Cycle Management and send it to Aera. See Test and get approved.
  2. Order production API keys. See Get access.
  3. Ask Aera to turn on ID lookup on your production terminals.

Updated 6 days ago

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