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How do I use the ID scanner?

This article explains how to use Pavilion's ID document scanner to add or update customer information by scanning IDs like driver's licenses

Use the ID scanner to add or update customer information by scanning an ID, such as a driver’s license.

Pavilion can use ID scan data to help with:

  • Creating a new customer from the Customers tab

  • Creating a new customer from POS

  • Updating an existing customer record

ℹ️ Your barcode scanner has to support the PDF barcode format. We recommend the Honeywell 1470g model.

Before you scan

Scan the large PDF barcode on the back of the ID. Do not scan the smaller barcode. The customer data is stored in the larger barcode.


Add a new customer from the Customers tab

  1. Open the Customers tab.

  2. Click the Scan ID button in the top right.

  3. Use your scanner to scan the data from the ID.

  4. Review the scanned information.

  5. Check the extracted data and make adjustments if needed.

  6. Click Save.

Tip: Scanning may take time depending on your scanner model. Ensure the scan is complete before proceeding.


Add a new customer from POS

  1. Open POS

  2. Click New Customer.

  3. Click the Scan ID button at the bottom left.

  4. Scan the ID and click Save.


Update an existing customer with the ID scanner

  1. Open the customer record you wish to update.

  2. In the ID Document section, click Scan ID.

  3. Use your scanner to scan the ID and click Next.

  4. Review the updated customer information.

  5. Click Save.


Troubleshooting

If the scan does not work:

  • Confirm you scanned the large barcode on the back of the ID.

  • Confirm the scanner supports PDF barcode scanning.

  • Make sure the scan is complete before selecting Next.

  • Review the customer record before saving.

  • Contact your system administrator if the scanner does not read the ID.

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