To scan customer data directly from a driver's license, Edge conveniently integrates with the ScanShell ID scanner peripheral hardware option or a 2D Barcode Scanner.

For information about connecting the ScanShell ID to The Edge, see the tip sheet located HERE.

To scan the data:

1. The ScanShell software must be running in the background.  Start it by double clicking the icon that was placed on the desktop during ScanShell software installation.
2. From the ScanShell application, select the source from the Category drop-down menu.  It will default to driver's license/business card.
3. Go to POS, click New Customer. The Add a Customer window will appear.
4. Scan the license.  The data will be populated in the Add a Customer window and saved to the data file.
5. Scan a business card if available.  The additional data will be populated into the Add a Customer window.
6. Check the data and make changes if necessary.
7. Click OK.
8. Continue with the POS transaction as normal.

Things to NOTE when using ID Scanners:

• If you scan the back of the driver's license where there is a barcode using the ScanShell scanner (not your barcode scanner), you will get a more accurate scan, but not the photo.  This is especially helpful if the driver's license is worn and unclear.  To do so, select 2D Barcode from the Category drop-down menu.
• The ID Scanner process only works in the POS New Customer window.  It does not work for adding a new customer through the Customer function.