Unitec Portal Owner’s Manual

Portal

Owners Manual

Unitec

443-561-1200• www.StartwithUnitec.com

P O R T A L

PORTAL OWNERS MANUAL

This manual describes the functions of the Portal Ti entry system running the Sierra software platform. If further assistance is needed, please contact the distributor from which the Portal was purchased.

When calling for assistance, you must have the following information available:

Portal Serial Number:

Distributor Name:

D E C L A R A T I O N O F C O M P L I A N C E

This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense.

C O P Y R I G H T

© 2014 Unitec, Incorporated. All rights reserved. No part of this book, including text, screen examples, diagrams, or icons, may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording, or otherwise) without prior written permission of Unitec, Incorporated.

T R A D E M A R K S

Portal, Unitec, and the Unitec Logo are trademarks, service marks, or registered trademarks of Unitec, Incorporated.

All other products, services, and company names are trademarks or registered trademarks of their respective owners.

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

P O R T A L

								Document Revision History
	Software			Rev			Release Date			Changes Made
	Version
										Changed OS from Windows NT to Windows 7 POS Ready. Added support
										for card redemption for discounts, added accounting report for console
										printer, added support for barcode redemption for fleet and prepaid
	4.43 Portal					9/2014				accounts, added Site Lynx code service, added batch management
										functions for credit modems, added multi-site account (shared payment)
	1.73 Sierra
										features, added POS code interface in external server mode, added
										automatic reboots to device profiles, and added prize promos to
										promotions.
										Added following credit processors: Priority Payment Systems, Tran-
										Heartland (for 7-11), XML Credit (for Verifone), changed “Internet” credit
	3.22/4.33 Portal					1/2014				to Mercury, and changed “Dial-up” to Tran. Added password security.
										Added code expiration of 00 to ensure codes don’t expire. Added Account
	1.63 Sierra
										Transaction Report. Removed Price and Discount Columns from Fleet
										Report. Added date range to Summary page.
	3.50/4.22 Portal									Added Dresser Wayne interface, Loyalty accounts, Account Listing Report,
						12/2012				added ability to add taxes to credit sales, added hidden wash for fleet
	1.52 Sierra									customers, added ability to drop more than one type of token, and revised
										the Site Revenue report.
	3.41/4.12 Portal									Added Remote POS4000 support, Enhanced Added Services, Multi-Wash
						1/2012				Sales, Account Reloading, Canadian Currency support, Operations Screen
	1.42 Sierra									themes, Fleet reports, Console/Sales Screen Enhancements, Daylight Savings
										Time support, and Credit Modem diagnostics.
	3.33 Portal					6/2011				Added new report information and diagnostic screens for Maintenance.
	1.34 Sierra
	3.23 Portal									Added Out of Service Scheduling, Wash Package Upgrades, Wash Types
	1.24 Sierra					3/2010				Dispensed and additional Wash Packages, Mars Coupon Support, Bilingual
										Support for User Interface, Report Formatting, Automated Database Backup
										functionality
	3.12 Portal					9/2009				Initial Release
	1.12 Sierra

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

P O R T A L

[ T H I S P A G E I N T E N T I O N A L L Y L E F T B L A N K ]

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

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				TableofContents
1		Introduction ...............................................................................................................			7
2		Login ..........................................................................................................................			7
3		Set-up Functions.......................................................................................................			11
		3.1	General Site Information ........................................................................................		11
		3.2	Product Programming.............................................................................................		11
		3.3	Portal Programming................................................................................................		11
			3.3.1 General Information .........................................................................................		11
			3.3.2 Operating Schedule...........................................................................................		12
			3.3.3 Wash Dispensing...............................................................................................		12
			3.3.4 Added Services Dispensing ...............................................................................		12
			3.3.5 Wash Interface..................................................................................................		12
			3.3.6 Programming Hardware Devices ......................................................................		12
			3.3.7 User Interface Set-up........................................................................................		13
		3.4	User Management ..................................................................................................		13
		3.5	POS Interface ..........................................................................................................		14
		3.6	Sales Screen ............................................................................................................		14
4		Promotions...............................................................................................................			15
		4.1	Discounts.................................................................................................................		15
		4.2	Complimentary Washes..........................................................................................		15
		4.3	Fundraisers..............................................................................................................		16
		4.4	Scheduled Specials..................................................................................................		16
		4.5	Prize Promos ...........................................................................................................		16
		4.6	Promotions Setup ...................................................................................................		17
			4.6.1 Prize Promo Setup.............................................................................................		18
			4.6.2 Promotions Setup .............................................................................................		19
		4.7	Promotions Reports ................................................................................................		21
			4.7.1 Status Report ....................................................................................................		21
			4.7.2 Usage Report.....................................................................................................		21
5		House Accounts........................................................................................................			22
		5.1	Prepaid Accounts ....................................................................................................		22
		5.2	Subscription Accounts.............................................................................................		23
		5.3	Loyalty Accounts .....................................................................................................		23
		5.4	Fleet Accounts.........................................................................................................		24
		5.5	Account Programs...................................................................................................		24
			5.5.1 Pre-Paid Account Program Setup .....................................................................		25
			5.5.2 Subscription Account Program Setup...............................................................		26
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		5.6	Accounts ..................................................................................................................			27
		5.6.1	Prepaid and Subscription Accounts ..................................................................			27
		5.6.2	Loyalty Accounts ...............................................................................................			28
		5.6.3	Fleet Accounts...................................................................................................			29
		5.7	Account Reports ......................................................................................................			31
		5.7.1	Status Report ....................................................................................................			31
		5.7.2	Listing Report ....................................................................................................			32
		5.7.3	Loyalty Report...................................................................................................			33
		5.7.4	Fleet Report ......................................................................................................			33
		5.7.5	Sales Report ......................................................................................................			36
		5.7.6 Account Transaction Report .............................................................................				37
6		Reports.....................................................................................................................				38
		6.1	Site Revenue Report ...............................................................................................			39
		6.2	Sales Report ............................................................................................................			41
		6.3	Cash Report .............................................................................................................			43
		6.4	Transaction Report ..................................................................................................			44
		6.5	Code Listing Report .................................................................................................			46
7		Sales				47
8		Utilities.....................................................................................................................				53
		8.1 .............................................................................................	Enable Support Mode			54
		8.2 ...........................................................................................	Database Management			55
		8.2.1 .........................................................................Compact and Cleanup Database				55
		8.2.2 ..............................................................................................Delete Old Codes				56
		8.2.3 ...........................................................Automatic Backups Schedule for Server				56
		8.2.4 ...................................................................................	Restore Factory Defaults			57
		8.3 .........................................................................................................................	Files			58
9		Maintenance ............................................................................................Functions				59
		9.1 ........................................................................................................	Cash Functions			60
		9.2 ................................................................................................................	Shutdown			62
10		Component ..................................................................Operation and Maintenance				63
		10.1 ...............................................................................................	Component Layout			63
		10.1.1 ............................................................................		Portal TI Door Assembly		63
		10.1.2 ...........................................................		Inside the Portal TI Door Assembly		64
		10.1.3 ....................................................................		Inside the Portal TI Unit Case		65
		10.1.4 ..................................................................		Inside the Portal TI Cash Vault		66
		10.1.5 ..........................................................................................		System Cabling		67
		10.2 .....................................................................Cleaning and General Maintenance				67
		10.3 ....................................................................................................	Security Devices			68
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10.3.1			Setting the Alarm ......................................................................................	68
10.3.2			Shock Sensor .............................................................................................	69
10.4		Bill Dispenser........................................................................................................		69
10.4.1			Bill Dispenser Location..............................................................................	69
10.4.2			Bill Dispenser Security...............................................................................	69
10.4.3			Bill Dispenser Operations Components ....................................................	70
10.4.4			Clearing Bill Dispenser Jams......................................................................	70
10.4.5			Loading the Bill Dispenser.........................................................................	72
10.4.6			Maintaining the Bill Dispenser..................................................................	75
10.5		Bill Validator .........................................................................................................		77
10.5.1			Mars Bill Validator.....................................................................................	77
10.6		Card Reader..........................................................................................................		83
10.6.1			Cleaning the Card Reader .........................................................................	83
10.6.2			Troubleshooting the Card Reader.............................................................	83
10.7		Coin Acceptor .......................................................................................................		84
10.7.1			Coin Acceptor Cleaning and Maintenance................................................	84
10.7.2			Programming the IDX Acceptor ................................................................	84
10.7.3			Programming the IDX to Accept $1 Coins.................................................	85
10.7.4			Programming the IDX to Accept Quarters ................................................	86
10.7.5			Site-Specific Tokens ..................................................................................	86
10.7.6			Erasing IDX Programming .........................................................................	87
10.8		Coin Hopper..........................................................................................................		87
10.8.1			Removing the Hopper ...............................................................................	88
10.8.2			Filling the Hopper......................................................................................	88
10.8.3			Changing the Dispense Value....................................................................	89
10.9		Credit Modem ......................................................................................................		93
10.10		Proximity Sensor................................................................................................		93
10.10.1			Proximity Sensor .......................................................................................	93
10.11		Sound System ....................................................................................................		94
10.11.1			Troubleshooting:.......................................................................................	94
10.12		Testing Door Switches .......................................................................................		94
10.13		Thermal Printer..................................................................................................		96
10.13.1			Replacing the Printer Paper ......................................................................	97
10.13.2			Clearing a Paper Jam.................................................................................	97
10.13.3			Manually Printing a Self Test ....................................................................	97
10.14		The Token Bucket ..............................................................................................		97
Appendix A: Themes ......................................................................................................				98

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Document Title: Portal 3 Owners Manual

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Document Title: Portal 3 Owners Manual

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Table of Figures
Figure 1. Portal TI Login Screen...............................................................................................................		7
Figure 2. Password Change Screen .........................................................................................................		8
Figure 3. Site Summary Screen .............................................................................................................		10
Figure 4. Promotions - Main Screen .....................................................................................................		15
Figure 5. Promotions Main Screen........................................................................................................		17
Figure 6. Prize Discount Setup Screen ..................................................................................................		18
Figure 7. Prize Voucher Setup Screen...................................................................................................		19
Figure 8. Edit Discount Screen ..............................................................................................................		20
Figure 9. Promotions Washes ...............................................................................................................		20
Figure 10. Sample Promotions Status Report.......................................................................................		21
Figure 11. Sample Promotions Usage Report .......................................................................................		22
Figure 12. Account Program Screen .....................................................................................................		25
Figure 13. Pre-paid Account Program Edit Screen................................................................................		25
Figure 14. Subscription Account Program Edit Screen .........................................................................		26
Figure 15. Prepaid Account Edit Screen................................................................................................		28
Figure 16. Loyalty Account Setup Screen..............................................................................................		29
Figure 17. Edit Fleet Account ................................................................................................................		30
Figure 18. Edit Account User.................................................................................................................		31
Figure 19. Sample House Account Status Report .................................................................................		32
Figure 20. Sample Account Loyalty Report...........................................................................................		33
Figure 21. Sample House Account Fleet Report ...................................................................................		34
Figure 22. Account Sales Report ...........................................................................................................		36
Figure 23. Account Transaction Report ................................................................................................		37
Figure 24. Sample Site Revenue Report................................................................................................		40
Figure 25. Sample Sales Report ............................................................................................................		41
Figure 26. Sample Cash Report .............................................................................................................		43
Figure 27. Sample Transaction Report..................................................................................................		45
Figure 28. Sample Transaction Details..................................................................................................		45
Figure 29. Sample Code Listing Report .................................................................................................		46
Figure 30. Sales Screen .........................................................................................................................		47
Figure 31. Purchase Wash Package Screen...........................................................................................		48
Figure 32. Wash Purchased Screen.......................................................................................................		48
Figure 33. Account Purchase.................................................................................................................		49
Figure 34. Reload Account Screen ........................................................................................................		50
Figure 35. Reloaded Account Screen ....................................................................................................		50
Figure 36. Rewash Selection Screen .....................................................................................................		51
Figure 37. Rewash Code Issued Screen.................................................................................................		51
Figure 38. Report Date Selection Screen ..............................................................................................		52
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Figure 39. System Utilities Screen.........................................................................................................	53
Figure 40. Enable Support Mode Screen ..............................................................................................	54
Figure 41. Database Utility Screen........................................................................................................	55
Figure 42. Database Compact and Clean Screen ..................................................................................	55
Figure 43. Delete Old Codes Screen......................................................................................................	56
Figure 44. Automatic Backup Settings Screen ......................................................................................	56
Figure 45. Files Screen ..........................................................................................................................	58
Figure 46. Portal Maintenance Screen..................................................................................................	59
Figure 47. Cash Deposit Screen.............................................................................................................	60
Figure 48. Cash Removal Screen...........................................................................................................	61
Figure 49. Shutdown Screen .................................................................................................................	62
Figure 50. Portal TI Front View Visible Components ............................................................................	64
Figure 51.Components Inside the Portal TI Door .................................................................................	65
Figure 52. Block Diagram of Components Inside the Portal TI Case ....................................................	66
Figure 53. Block Diagram of Components Inside the Cash Vault .........................................................	67
Figure 54. Bill Dispenser Location.........................................................................................................	69
Figure 55. Bill Dispenser Parts ..............................................................................................................	70
Figure 56. Manual Knob and Transportation Area ...............................................................................	71
Figure 57. Removing a Jammed Bill ......................................................................................................	72
Figure 58. Loading Instructions.............................................................................................................	73
Figure 59. Loading the Bill Dispenser....................................................................................................	74
Figure 60. Bill Dispenser Pick Roller Cleaning .......................................................................................	75
Figure 61. Bill Dispenser Sensor Cleaning.............................................................................................	76
Figure 62. Mars Bill Validator/Stacker ..................................................................................................	77
Figure 63. Mars Bill Validator—Top View.............................................................................................	78
Figure 64. Mars Bill Stacker Replacement ............................................................................................	79
Figure 65. Mars Flash Code LED............................................................................................................	80
Figure 66. Mars with Lower Housing ....................................................................................................	82
Figure 67. Mars with Lower Housing Removed....................................................................................	82
Figure 68. Outside/ Inside of the IDX....................................................................................................	85
Figure 69. Block diagram of the Hopper Cage ......................................................................................	88
Figure 70. Remove Hopper Coin Bucket ...............................................................................................	90
Figure 71. Hopper View - Removing the Hopper - Cube Top ...............................................................	90
Figure 72. Hopper View - Top Removed ...............................................................................................	91
Figure 73. Dispensing Wheel Removed ................................................................................................	91
Figure 74. Guide Arm Cover Removed..................................................................................................	92
Figure 75. Hopper View - Coin Exit Opening and Chute .......................................................................	93
Figure 76. Hecon Printer .......................................................................................................................	96

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1 Introduction

The Portal is car wash payment system that is designed to work at any in-bay automatic or conveyor and works well for the express exterior car wash. This Owner’s Manual describes the programming features and provides information on daily operations and recommended maintenance.

For detailed information on how to install the Portal and for networking information, please see the Portal Installation Manual. For detailed information on how to program the Portal, please see the Sierra Management Application Operations Manual. All of these manuals are available on the manufacturer’s website:

www.StartwithUnitec.com

2 Login

The Sierra Management Application is used for programming the system operating parameters, viewing and printing reports, and managing house accounts and car wash promotions. A PC with a standard WEB browser is required to use the management functions. The PC can be located either on-site or off-site. The Portal Installation Manual provides guidelines for connecting a PC to the local site network.

To access the management application, type the following into the address bar:

http://XXX.XXX.XXX.XXX:9810/web (where XXX equals your site IP address).

When a connection to the Portal is established, the log-in page should appear (as shown below). At initial startup, you will use the administrative (ADMIN) user account (user ID 00, password 00). (Note: The factory default passwords for all User Accounts should be changed to secure access to sensitive functions. Instructions for changing passwords is provided in the Sierra Management Application Operations Manual).

Figure 1. Portal TI Login Screen

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Due to PCI compliance, once you login the first time using an administrative password , you will immediately be prompted to change your password to a more secure password that is at least 7 characters long and contains both letters and numbers, as shown below.

NOTE: An administrative password is a user that has either “User Management” or “Utilities” access privileges under Setup>Users. For more information on Users, see Section 3.5.

NOTE: To setup a non-administrative user to verify and sell codes or sell accounts, “Accounts and Promotions” and “Code and Account Sales” must be checked on the user account.

Figure 2. Password Change Screen

To change the password, enter your old password, then enter your new password. Enter your new password again, then click Save.

You will be required to create a new password every 3 months. Please make note of the password and keep it in a secure location. You may not use the last 5 passwords.

After setting up your password, you may login to Sierra normally. If you forget your password, you may click on the Forgot Password? link on the top right of the login page (see Figure 1). Your password will be emailed to you. Please note that your email address must have been entered into the User profile in order for the password to be emailed to you. For more information, please see Section 3.5.

NOTE: If you enter your password incorrectly 6 times, you will be locked out of the system for half an hour.

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NOTE: The new password will also be required to login to the Maintenance screens on the Portal, Sentinel and C-Start units. A keyboard will appear at units that have a touchscreen. For Portals that have a keypad, you either must use a keyboard to login, or you must scroll through the keys on the side of the display to enter your password.

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Upon successful login, the Summary page of the management application will appear. This screen displays a list of devices present on the local network with a count of washes provided and associated revenue for the current day. Car counts and revenue results from previous days can be viewed by selecting the desired date in the calendar or by entering the start and end dates in the summary data fields. The current day data can be updated by selecting the Refresh button. The management functions are shown in a menu bar across the top of the screen. As each function is selected, a secondary menu of related options will appear on the left side of the screen.

Figure 3. Site Summary Screen

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3 Set-up Functions

The Set-up function are used to program the Portal’s operational settings and for managing system users.

Portal programming should be performed during installation by your Unitec distributor, but there are some settings that an equipment owner may wish to change, periodically. This section of the manual describes the programmable features that are available. For specific details on using these features, see the Sierra Management Application Operations Manual on the manufacturer’s website: www.StartwithUnitec.com.

3.1 General Site Information

Site information should be set during installation and would not typically need to be changed. The programmable features under site information include the site name and ID (as shown on reports and notifications), accounting close time, and credit card account set-up.

3.2 Product Programming

Products are Wash Packages or Added Services that can be purchased by a customer. The products will need to be set up by the installing distributor, but the equipment owner may need to access this feature to change prices or change the Added Services that will be offered with the wash packages.

3.3 Portal Programming

The Portal’s configuration is programmed by creating a ‘device profile’ and downloading the profile to the

Portal. Whenever a change is made to the device profile, the associated devices will need to be downloaded with the revised profile to implement the changes. The device profile configuration file includes a series of set-up pages, which are described in the following sections.

3.3.1 General Information

The Edit Profile Information page is used to program some general operational settings of the Portal including:

Offline Mode – When 2 or more Portals are installed at a site, one will serve as a Master unit while the others will be secondary units. If the Master unit becomes inoperable, the secondary units will go to an off-line state. The Portal can be configured so a secondary unit will go ‘out of service’ if off line or operate in a ‘cash only’ mode (the default).

Exact Change Mode – When enabled (the default setting), the Portal will display ‘Exact Change Only’ when it detects that the change dispensers are empty or have failed.

Upgrades – When upgrades are enabled, a customer using a prepaid wash code or account will be offered to upgrade to a better wash by adding more payment. Upgrades are disabled by default, but can be enabled for wash codes (bought at the pump or in the C-store), pre-paid house accounts and/or, subscription house accounts.

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3.3.2 Operating Schedule

The Operating schedule allows you to automatically set an opening and closing time for your car wash. The message that is displayed when the site is closed can be programmed on the User Interface Set-up Page (described in section 3.3.7). Operating schedules can be configured to vary by day of the week. The operating schedule is disabled by default.

3.3.3 Wash Dispensing

The wash dispensing page is used to assign and configure the wash packages that will be offered at the Portal. Wash packages must be set-up through the Products page (section 3.2) before they can be assigned to a Portal device profile. This feature will typically not be changed after installation, but there are some features of a wash package that an owner may want to adjust including:

Added Services Offered – Allows one or more additional services to be offered to the purchaser of the wash package. The Added Services to be offered can vary by package. An added service must be added to the device profile (per section 3.3.4) before it can be assigned to a wash package.

Token Dispensing – When enabled, one or more tokens will be dispensed with each purchase (of the wash package).

Wash Details Text – The wash details text is displayed under the Wash name inside the wash selection button. Up to 7 lines of text (18 characters per line) can be added. The wash selection button will be sized to fit the amount of text entered so the buttons can be made larger by entering more lines of text.

3.3.4Added Services Dispensing

The Added Services Dispensing page is used to select and configure the added services that will be offered with one or more of the wash packages. Added services must be set-up through the Products page (section 3.2) before they can be assigned to a Portal device profile. An added service can be configured to dispense one or more tokens when purchased. This feature allows an operator to sell token packages as an added option to the wash purchase.

3.3.5 Wash Interface

The Wash Interface Set-up page is used to configure the hardware interface between the Portal and the wash controller. These settings should only be changed by your distributor.

3.3.6 Programming Hardware Devices

The Peripherals page is used to configure the various hardware devices in the Portal such as cash acceptors and dispensers. These settings would typically not be changed after installation.

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3.3.7 User Interface Set-up

The User Interface set-up page is used to change messages displayed to customers and adjust ‘time-out’ values for certain user screens. There are several features on this page that an operator may wish to adjust including:

Greeting Message Delay – The delay from when a vehicle is detected (at the Portal) until the greeting message is played.

Added Services Screen Timeout – The amount of time the Added Services offer screen will be shown. If no selection is made within this time, the Portal will assume no added services are desired and transition to the next screen.

Wash Options Screen timeout and text – Wash options are enabled (through the Wash Dispensing page) to ask the consumer to select one of 2 options after their wash purchase. A typical use of this feature is to ask the customer of a hybrid wash to choose either

‘Touchless or Soft Touch’. The screen timeout allows the Portal to move to the next screen if the customer does not make their selection within the allotted amount of time set by the timeout value.

Force Receipt – When enabled, a receipt will automatically be provided to each customer. When disabled, customers will be prompted for a receipt and one will be provided if they press the receipt button.

Banner Text – The message that displays across the top of the main sales screen.

Wash Closed Text – The message that is displayed when the Portal closes, as programmed by the Out of Service schedule.

Post Sale Text – A programmable message that will be displayed after a customer’s purchase if the wash is busy.

Receipt Text – Used to program up to 3 lines of text in the receipt header and 7 lines in the receipt footer.

3.4User Management

Unique User IDs and passwords should be set up for employees, service personnel or others that may need access to the Portal. The User Set-up pages are used to create new user accounts and to edit or delete an existing account. User privileges that can be assigned are arranged in groups as follows:

User Management – Allows the user to set-up and manage other user accounts.

Device Access – Allows a user to open the Portal (without activating the alarm) and accessing the maintenance mode of the Portal.

Device Set Up – Allows access to the device (profile) programming functions.

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Cash Adjustments – Allows the user to access the cash deposit and removal functions im Maintenance mode. These functions are used to adjust calculated cash balances as change is restocked or cash is removed from the Portal.

Accounts and Promotions – Allows the user to set up and manage promotional programs and house accounts.

Code and Account Sales – Allows the user to Access the optional console pages (for prepaid wash code sales).

Reports – Allows the user to access the Portal’s accounting reports

Utilities – Allows the user to access system utilities including data logging and database back-up functions.

NOTE: An administrative password is a user that has either “User Management” or “Utilities” access privileges under Setup>Users.

NOTE: To setup a non-administrative user to verify and sell codes or sell accounts, “Accounts and Promotions” and “Code and Account Sales” must be checked on the user account.

3.5 POS Interface

The POS Interface function is used to configure the interface to a Point of Sale register in use at a C-store. These settings would typically not be changed after installation and should only be changed by your Unitec distributor.

3.6 Sales Screen

The Sales screen set-up is used to configure the user buttons screen of the console screen. A button can be configured to issue a code for a specific wash package, check status of a code, or void a previously issued code. Buttons can also be used to print revenue or sales reports if a report printer is connected to the optional print server.

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Document Title: Portal 3 Owners Manual

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4 Promotions

The promotions feature is used to set up and manage various marketing programs. The types of programs that are available include discounts, complimentary washes, fundraisers, and scheduled specials. Reports for tracking and managing these programs are accessed through the menu options on the left side of the promotions management pages (as shown below). The value of promotions used in a time period is shown in the ‘discounts’ field of the summary section at the top of the site revenue report.

NOTE: Coupons are not supported for Canadian sites.

Figure 4. Promotions - Main Screen

4.1 Discounts

Discounts can be configured so the value varies by wash package. The methods for redeeming a discount include code entry, card, coupon (inserted at the Bill Acceptor) or token. Other programmable features include:

Usage Limit – total number of uses allowed and number of uses allowed in a single transaction

Scheduling – Limit use of the discount to a specific date range, specific days of the week and/or, specific hours of the day

4.2Complimentary Washes

The complimentary wash promotion provides a free wash when redeemed. Like the discount, this promotion can be configured for redemption by a code, paper coupon or token. The complimentary wash can also be set with a schedule to limit the days and/or hours when it can be used.

When a complimentary wash promotion is redeemed, the customer need not select a wash, as the associated wash will be automatically activated. If added services are enabled, customers will be allowed to purchase these services by adding payment.

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

P O R T A L

4.3 Fundraisers

The fundraiser is a code-activated promotion intended to encourage supporters of an organization to use the car wash. No discount or other benefit is provided to the user at the wash but usage of the fundraiser ‘code’ is tracked and reported. The operator will typically donate a set amount to the organization for each wash purchase where the fundraiser code was entered. Fundraisers can be configured to apply to any of the available washes and usage can be controlled by a schedule and a limit for the total number of redemptions allowed.

When a fundraiser code is entered and validated, a thank you message will be displayed and washes that are not associated with the fundraiser will be removed from the product selection screen.

4.4 Scheduled Specials

Scheduled specials are discounts that are scheduled to automatically be applied at certain times and on specific days. The special can be configured to apply to any and all of the available washes and the amount of the discount can be set to vary for each wash package. When a scheduled special is active, the price posted for the associated wash will be reduced (on the wash section screen). The car wash operator can set up scheduled specials so an additional discount can, or cannot, be applied when the special is active.

4.5 Prize Promos

The prize promotion is a slot machine style promotion that allows for customers to play a game and win either discounts or vouchers. The prize promo screen is presented to the user after payment is complete but before the wash is dispensed. A maximum of three prize promotions can be configured at one time. Customer participation is optional.

Any active prize can be awarded when the prize promo is presented (in accordance with the configured prize limits)

The award frequency can be configured independently for each prize promo.

Any three of a kind wins one of the (up to) three prizes.

The redemption method is always a code printed on a receipt.

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

P O R T A L

4.6 Promotions Setup

Figure 5. Promotions Main Screen

The Promotions Setup screen displays the current promotions. They are listed by name, type of promotions, and status. Note that the promotion statuses are ‘active’, ‘inactive’, ‘expired’, and ‘exhausted’. ‘Expired’ means beyond the promotion schedule end date/time. ‘Exhausted’ only applies to promotions that have a maximum usage configured.

To setup a new promotion, select the type of promotion from the drop-down menu below the table and click Add New Promotion. The Edit Discount screen will be displayed.

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

P O R T A L

4.6.1 Prize Promo Setup

Figure 6. Prize Discount Setup Screen

1.To setup a Prize Discount, enter the name of the prize discount.

2.Enter the Prize Rate. The prize rate is the number of wins divided by the number of attempts (in percent).

3.Select a code length form 5-8. The default is 7.

4.Enter the prize expiration date. This can be set from 0-30 days. 0 days means the prize does not expire. The default is 30.

5.If you would like to enable a Schedule, click Enabled and Edit. Select the days and times the prize promo will be offered and click Save.

6.On the Assign Washes screen, a single wash can be assigned to this prize promotion along with the corresponding discount.

7.Enter the Offer Message. This field is limited to 140 characters.

8.Click Save.

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

P O R T A L

Figure 7. Prize Voucher Setup Screen

1.To setup a Prize Voucher, enter the name of the prize voucher.

2.Enter the Prize Rate. The prize rate is the number of wins divided by the number of attempts (in percent).

3.Select a code length form 5-8. The default is 7.

4.Enter the prize expiration date. This can be set from 0-30 days. 0 days means the prize does not expire. The default is 30.

5.If you would like to enable a Schedule, click Enabled and Edit. Select the days and times the prize promo will be offered and click Save.

6.Enter the Offer Message, Award Message and Receipt Message. These fields are limited to 140 characters.

7.Click Save.

4.6.2 Promotions Setup

To setup a new promotion, select the type of promotion from the drop-down menu below the table and click Add New Promotion. The Edit Discount screen will be displayed.

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

P O R T A L

Figure 8. Edit Discount Screen

1.Enter the Name of the promotion. Select Active to enable the promotion.

2.Select the method of the promotion from the drop-down menu. For Discounts and Free Washes, the methods are: Codes, Tokens 1-4, and VIP Coupons 1-3 and Mars Coupon. If Mars Coupon is selected, you will need to enter the 4-digit code from the coupon. For a Fundraiser, you may only choose Codes. For a Special, there is no method to choose from.

3.If you wish to limit the use of the promotion, select Limit Use then enter the maximum number of times the promotion can be used.

4.If you want the promotion to only run on certain days, under Schedule, click Enabled. Fill out the times and days on the subsequent screen. For Specials, you MUST fill out the schedule.

5.Click Assign Washes.

Figure 9. Promotions Washes

6.Select the wash you wish to assign from the drop-down menu then click Add to List.

7.Enter the amount the discount is worth. Repeat for any additional washes the discount will be applied to.

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PTL1028

Document Title: Portal 3 Owners Manual

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8.Click Save. If you wish to change or delete a wash, click Remove from List by that wash.

9.Click Save.

4.7Promotions Reports

4.7.1 Status Report

The status report lists all promotions that have been configured and provides status information, as shown in the sample report below. The status will be active, inactive (disabled), exhausted (max uses limit reached) or expired (end date is reached). The uses and value fields show the total number of times the promotion was applied and the associated value of discounts applied.

Figure 10. Sample Promotions Status Report

4.7.2 Usage Report

The Usage report provides a count and value of the promotions used over a user defined date range. The report will also show the percentage of washes to which the promotion was applied. The report will appear as shown below.

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

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Figure 11. Sample Promotions Usage Report

5 House Accounts

The accounts module is a product option that allows house accounts to be set up and managed in the Sierra server application. Four account types are available: prepaid, subscription, loyalty, and fleet accounts. Accounts can be configured for redemption by a magnetic stripe card, numeric code or RFID tag. The Accounts module also includes reports for tracking account status and usage. Management functions will appear on the left side of the Accounts management page.

5.1Prepaid Accounts

Prepaid accounts function as a gift card and can be configured with either a monetary value or a number of prepaid washes (e.g. 5 wash pass). Revenue received from the sales and recharges of prepaid accounts is shown in the Other Revenue section of the Site Revenue Report. Account uses (or redemptions) are reported under the Prepaid column in the Net Sales section of the Revenue Report. Once a prepaid account is set up for a customer, cards, codes, barcodes, or RFID tags may be activated and assigned to the customer.

The recommended method for issuing a prepaid account is to first create an Account Program through the Programs option in the Accounts menu. Example programs would be a $50 gift card or 5 Express Wash pass. Once a program is established, individual accounts can be issued through the Accounts option in the Accounts menu. Configuration options for prepaid accounts include:

Schedule – restricts the account for usage on certain days or during certain hours

Expiration – set an expiration date for the account

Frequency limit – set a frequency limit for account usage (e.g., once per day, 3 times per week, etc…)

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

P O R T A L

You may reload the account without reentering all information, and the customer may also reload his account at the entry unit. If the balance of the account is insufficient for the purchase, the customer will be asked if they’d like to recharge the account. If they choose to do so, they’ll be prompted to add payment and the account will be recharged for the amount that’s defined in the account program. For instance, if the account program is configured to provide (5) $10 washes for $40, the customer will be charged $40 for the reload and 5 washes will be added to their account. One of those will be applied to the current sale so the remaining balance will be 4 washes. Please note that this feature will also apply to

‘multi-wash’ codes.

5.2Subscription Accounts

Subscription accounts are designed to support an ‘unlimited’ wash application. These accounts are product-based accounts and are valid for a specific wash package. It should be noted, however, that customers using a subscription account are able to add money to upgrade to a better wash if Upgrades are enabled. As Sierra does not include a recurring billing application for subscription account payment, the sale of a subscription account is not reported as revenue. Likewise, redemptions against these accounts are not reported as revenue. Redemptions are included in the Transaction Count in the summary section of the revenue report but are excluded from the Paid Transactions count.

As with prepaid accounts, subscription accounts should be set up by first creating a subscription account program (e.g. Gold, Silver, Bronze pass) than issuing individual accounts from the desired program. Subscription accounts can also be configured to operate on a schedule and have expiration dates and frequency limits.

5.3Loyalty Accounts

Loyalty accounts provide incentives to ‘members’ in order to encourage repeat visits. This feature offers two different programs: member discounts and frequent shopper rewards. The discount application entitles club members to discounts on one or more wash products. The frequency application functions as an ‘electronic punch card’ that provides rewards for repeat customers (e.g. buy 4, get the 5th for free).

A program must be setup for both options. When configuring the options, you must configure the following information:

Program name

Assign washes and discount values

Allow other discounts – indicates whether other discounts can be combined with member discounts (should be enabled by default).

Schedule – days/hours when the member discount can be used (default is 24/7)

The configuration options for the frequency program include:

Program Name

Assign washes – select washes that, when purchased, qualify towards a reward

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PTL1028

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Frequency Reward – select wash that will be awarded

Expiration – Days in which rewards must be claimed (default will be no expiration)

Accounts will be activated from the management pages by selecting the associated loyalty program and entering the customer-specific data, including:

User name and contact details (address, e-mail etc.)

Account Number

Redemption method – Code, Card or RF Tag

5.4Fleet Accounts

Fleet accounts are intended as a ‘house credit’ application where a business will be billed for usage. Typical customers for fleet accounts include local law enforcement agencies and private businesses with a number of vehicles in their fleet. Fleet accounts are set up directly from the Accounts menu option and not from the Programs menu. Once a fleet account is set up for a business, cards, codes, barcodes, or RFID tags may be activated and assigned to individual users (or vehicles).

Fleet accounts can be set up to restrict a user to a single product or to allow them to select any available product. The feature also allows the car wash Operator to assign a discount (as a dollar value or percentage) to the account. This discount will be applied in the Account Transaction report, which serves as the fleet customer’s statement (for billing).

The fleet account set-up page also has a check box, which is used to identify the account as a

‘maintenance’ account. Maintenance accounts are intended to be used for car wash site employees, service providers and others that may need to use the wash but are not paying customers. The use of maintenance accounts is not accounted for in revenue calculations but these uses are counted in the accounting and house account reports for tracking.

5.5Account Programs

The account programs option is used to set-up standard products for pre-paid, Site Lynx pre-paid, and subscription accounts (e.g. $50 gift card, 5 wash pass etc). Once the program is set-up the ‘Accounts’ option can be used to issue or edit an individual account.

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

P O R T A L

Figure 12. Account Program Screen

To setup a new account program, select from either Pre-paid, Subscription or Loyalty from the drop-down menu below the table and click Add New Account Program. The Edit Account screen will be displayed. To edit an existing account program, click Edit next to that program.

5.5.1 Pre-Paid Account Program Setup

Figure 13. Pre-paid Account Program Edit Screen

1. Enter the name of the account program.

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PTL1028

Document Title: Portal 3 Owners Manual

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2.Select the type of account from the drop-down menu. A product-based account is useable for only

(1) wash product (which is selected from a drop down list). Monetary accounts can be used for any wash. NOTE: Prepaid accounts can be monetary or product based; subscription accounts are product based.

3.Enter the Issue Price (or selling price) that will be reported when a new account is issued (or sold) and then enter the Value for which the account can be redeemed. This field is not present on Subscription accounts.

4.You may limit the use and only allow a certain amount of washes per day, week, month or year. To do this, click Limit Use and enter the amount of washes and the time increment from the dropdown menu.

5.If you wish for the account to have an expiration date, click Enable, then enter the duration of the account program. NOTE: This schedule runs in calendar months. The account will expire on the last day of the month, not 30 days from the issue date.

6.If you wish to limit usage of the account to certain days and hours, click Enable under the schedule block and enter the valid times and days of the week.

7.Click Save.

5.5.2 Subscription Account Program Setup

Figure 14. Subscription Account Program Edit Screen

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual