Parcerly: how to use

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Parcerly

Parcerly reads the barcode on the back of a US driver's license and fills in a new customer form in Shopify POS. The cashier checks the fields and taps Add to order, and Shopify POS creates the customer in the cart.

$0.99 / month30-day free trialShopify POS
Install from the Shopify App StoreWatch the video
On this pageHow it worksWhat it doesPrice & installationFirst setupSetup scenariosScreens and settingsEveryday useTroubleshootingFAQContacts
Overview

How it works

1

The license barcode holds the data

The PDF417 barcode on the back of a US driver's license carries the name and the address. Parcerly reads it with the Shopify POS scanner.

2

A form you check

The fields fill in: First Name, Last Name, Address, Address 2, City, State, ZIP and Country. Email, Phone and Note are typed by hand. Every field can be edited before saving.

3

Add to order

Add to order asks Shopify POS to create the customer, attach them to the current cart and add the address. Parcerly then closes, and the cashier is back at the cart.

4

Email is optional

Shopify POS needs an email to create a customer. When the field is empty, Parcerly fills in a unique address on noemail.merchbytes.com. Mail sent to it is never delivered.

5

What goes where

The note is saved on the customer.

6

Inside Shopify POS only

The scanner and the cart exist only in Shopify POS. In Shopify admin the app shows setup steps and Settings.

7

Customer data is yours to handle

Parcerly does not store the scan, and nothing from the license is sent to MerchBytes. Shopify POS saves the customer in your store, like a customer added by hand. Deciding whom to sign up from an ID, and handling that personal data under your privacy policy and the rules that apply to your store, stays with you.

The app adds to Shopify POS. Payments, taxes and reports stay in Shopify.
Features

What it does

License scan

Reads the PDF417 barcode on the back of a US driver's license with the Shopify POS scanner.

Autofill

First and last name, street address, second address line, city, state, ZIP and country fill in from the license.

Edit before saving

Every field can be changed. Add an email, a phone number or a note by hand.

Straight to the cart

Add to order creates the customer with the address and attaches them to the current POS cart.

Country never empty

A license without a country fills in USA, sent to Shopify as United States. CAN is sent as Canada.

Email optional

No email is needed. Parcerly fills in a unique placeholder address so that Shopify POS can create the customer.

Built for: Stores that sign customers up at the counter: special orders, holds, repairs, deliveries and loyalty programs.
Install

Price & installation

The app has a 30-day free trial. Shopify bills the subscription with your Shopify invoice.

How to install

  1. Open the app on the Shopify App StoreUse the button above, signed in to your store.
  2. Click InstallApprove the permissions the app asks for.
  3. Choose the planThe 30-day free trial starts at once. Shopify bills the subscription with your Shopify invoice.
  4. Set the app up in your Shopify adminIt is listed under Apps. The first setup is below.
  5. Add the app's tile to Shopify POSOn the POS home screen add a tile, choose Apps and pick the app.
How to cancel the subscription

Cancelling means uninstalling the app. There is no separate billing screen.

  1. In the Shopify admin open Settings → Apps.
  2. Open the menu on the app's row and choose Uninstall.
  3. Confirm. The subscription stops when the app is uninstalled.
Start here

First setup

Do this once, in this order. The app is then ready for the shift.

  1. Open Parcerly once in Shopify admin.This first opening connects the app to your store. Until then, POS shows Please open the app on the Shopify Admin page, then try again. and closes the app.
  2. Open Parcerly in Shopify POS.The screen Scan DL to create customer shows Scan DL and the Scan button.
  3. Tap Scan and point the camera at the barcode on the back of the license.The form fills in.
  4. Check every field.Fix anything that does not match the license, then add Email, Phone or Note if you have them.
  5. Tap Add to order.The app closes and the customer is in the cart.
Configuration

Setup scenarios

Each scenario is a complete configuration. Follow the steps in order.

1. Sign up a walk-in customer

A customer needs an account for a special order, and typing a name and an address takes time.

  1. Open Parcerly from its tile on the POS home screen.
  2. Tap Scan and scan the back of the license.
  3. Check the name and the address. Ask for an email and type it.
  4. Tap Add to order. The customer is attached to the cart. Continue the sale.
The customer is a normal Shopify customer. Find them later in Shopify admin under Customers.
2. A customer without an email

Some customers do not want to give an email address.

  1. Scan the license and leave Email empty.
  2. Tap Add to order. Parcerly saves a placeholder such as none+1727…@noemail.merchbytes.com.
  3. Do not send receipts or campaigns to that address. It receives no mail.
  4. If the customer gives an email later, replace the placeholder in the customer record in Shopify.
3. The scan read a field wrong

Check the fields after each scan and fix anything that does not match the license.

  1. Tap More actions → Clear. The scanned fields empty. Email, Phone and Note stay.
  2. Tap Scan again, or type the fields by hand.
  3. Tap Add to order when the fields are right.
Reference

Screens and settings

Every screen of the app and what each setting does.

Start screen

Opens from the Parcerly tile in Shopify POS.

Start screen
Setting What it does
Scan DL to create customer The title of the app in POS.
Scan DL Waiting for a scan.
Scan Opens the POS scanner. A scan without a first name does not open the form.
More actions → Settings Miss something?, Contact us and App version. Hidden while the form is open.
Customer form

The text fields take up to 50 characters, Phone up to 20.

Customer form
Setting What it does
First Name * Required. From the license.
Last Name * Required. From the license.
Email Optional. Its format is checked when filled. Empty: a placeholder on noemail.merchbytes.com is used.
Phone Optional, 7 to 15 digits.
Address · Address 2 Street and second line from the license.
Add to order Checks the fields, creates the customer in the cart and closes the app.
More actions → Clear Empties the scanned fields and shows the Scan DL screen again. Email, Phone and Note stay.
Customer form, lower fields
Customer form, lower fields
Setting What it does
City From the license.
State From the license.
ZIP From the license. Zeros at the start are kept.
Country From the license, USA when it has none. Sent as United States or Canada.
Note Typed by hand. Saved on the customer.
Customer in the cart

Shopify POS's own customer screen after Add to order.

Customer in the cart
Setting What it does
Name First and last name from the form.
Email The typed email, or the placeholder.
Address The address from the form.
Messages
Setting What it does
Please enter first name · Please enter last name A required field is empty. Nothing was saved.
Please enter a valid email address The email has a typo. Fix it or empty the field.
Please enter a valid phone number Letters, or fewer than 7 or more than 15 digits.
Please open the app on the Shopify Admin page, then try again. The app was never opened in Shopify admin. The POS window closes.
Open the app on your Shopify POS to scan Scanning was tried outside Shopify POS.
Settings

In Shopify admin from the title bar, in POS from More actions on the start screen.

Setting What it does
Miss something? Tell us opens a short form for a feature you need.
Contact us contact@merchbytes.com.
App version The version of the app.

Screenshots of the running app in Shopify POS and the Shopify admin. Click one to enlarge.

At the register

Everyday use

What the cashier does after the app is set up.

  1. Open Parcerly from its tile in Shopify POS.
  2. Tap Scan and scan the back of the customer's license.
  3. Check the name and the address. Add an email or a phone number.
  4. Tap Add to order. The app closes and the customer is in the cart.
  5. Continue the sale.
If something is wrong

Troubleshooting

Symptom on the left, what to do on the right.

Symptom What to do
Please open the app on the Shopify Admin page, then try again. Open Parcerly once in Shopify admin, then open it again in POS.
The form does not open after a scan. The scan held no first name. Scan the PDF417 barcode on the back of the license, not the barcode on the front. Only US driver's licenses are read reliably.
Address has extra text at the end. The license has a second address line, and its text was added to Address. Delete the extra part; Address 2 already holds it.
Please enter a valid phone number Type 7 to 15 digits. Spaces, brackets, dots, hyphens and a + are allowed; letters are not.
Settings is missing. It is hidden while the form is open, so an unsaved customer is not lost. Tap Add to order or Clear first.
Open the app on your Shopify POS to scan Scanning works only in Shopify POS. In Shopify admin the app shows the setup steps.
The app's tile is not on the POS home screen. Add it: on the POS home screen add a tile, choose Apps and pick the app.
The tile does not react or shows an old screen after an update. Close and reopen Shopify POS. If that does not help, update Shopify POS on the device.
The app asks for new permissions. A new version needs them. Open the app in the Shopify admin and approve them.
Questions

FAQ

Which licenses can be scanned?
US driver's licenses with the PDF417 barcode on the back. On a Canadian card the country is set to Canada; the other fields may fill in only partly.
Does Parcerly store the license data?
No. The barcode is read on the POS device. Shopify POS saves the customer in your store. The date of birth and the license number are not saved anywhere.
Does Parcerly check the age?
No. For age checks use Age Verify.
Can I use it in Shopify admin on a computer?
No. The scanner and the cart are only in Shopify POS. In Shopify admin the app shows the setup steps and Settings.
How much does it cost?
$0.99 per month, with a 30-day free trial.
Support

Contacts

Email
contact@merchbytes.com
Website
merchbytes.com