Sierra Management System Programming Reference Manual www.StartwithUnitec.
Sierra Management System Programming Reference Manual This manual describes the management functions of the Sierra management software application. If further assistance is needed, please contact the distributor from which the Unitec entry system was purchased.
Document Revision History Software Version Rev Release Date 1.73 9/2014 1.63 1/2014 1.52 11/2012 1.42 1/2012 1.34 1.24 2/2011 10/2010 Changes Made Changed OS from Windows NT to Windows 7 POS Ready.
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TABLE OF CONTENTS 1 Introduction ............................................................................................................... 1 2 Summary Tab ............................................................................................................. 3 3 Setup Tab ................................................................................................................... 4 3.1 Site.....................................................................................................
5.4 5.5 5.6 Scheduled Specials .................................................................................................. 67 Prize Promos ........................................................................................................... 67 Promotions Setup ................................................................................................... 68 5.6.1 Prize Promo Setup............................................................................................. 68 5.6.
TABLE OF FIGURES Figure 1. Sierra Login Screen ................................................................................................................... 1 Figure 2. Password Change Screen ......................................................................................................... 2 Figure 3. Site Summary Screen ............................................................................................................... 3 Figure 4. Site Information Screen ............................
Figure 40. Wash Select II Wash Dispensing Screen .............................................................................. 37 Figure 41. Wash Select II Wash Settings Screen ................................................................................... 38 Figure 42. Wash Select II Peripherals Setup Screen ............................................................................. 39 Figure 43. Wash Select II User Interface Setup Screen .............................................................
Figure 81. Prize Voucher Setup Screen ................................................................................................. 69 Figure 82. Edit Discount Screen ............................................................................................................ 70 Figure 83. Promotions Washes ............................................................................................................. 70 Figure 84. Sample Promotions Status Report ............................................
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1 Introduction The Sierra Management Application (or Sierra Server) is a software program that’s used by Unitec’s Portal Ti, C-Start, Sentinel, WashPay, and the Wash Select II with WashPay integration. It includes a management application that is used for programming the system operating parameters, viewing and printing reports, and managing house accounts and car wash promotions. This document includes step-by-step instructions for their use.
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.
2 Summary Tab 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.
3 Setup Tab Programming functions are accessed through the Setup tab of the management menu. The options available under the Set-up functions include: Site Information – Enter general site and credit processing information. Products – Configure wash packages, self-service devices, multi-use accounts and any additional (a la carte) services. Device Profiles – Create/edit a configuration profile for device hardware set-up.
3.1 Site Figure 4. Site Information Screen The Site Configuration screen allows you to provide unique identification for your site, set up credit and gift card processing, chose your accounting close time, and to enable verbose logging on the Sierra Management Application. From the Summary screen, click the Setup tab and then click Site on the left frame to display the Site Configuration screen. Click Edit next to the site name. 1. Enter the Site Name. This field is limited to 25 characters.
Site Lynx – for sites using multi-site management 8. If you would like the system to automatically reboot every day, click Enable and choose a time. The default is set to 3:00AM. 9. For Notifications, enter the From email address. This is the email address that will be displayed in alert notifications sent via e-mail. Enter the event list size, in days. This will store events in the Events section for the selected number of days. 3.1.
3.1.1.2 Remote Code POS4000 Settings The Remote Code POS4000 allows car wash owners to sell codes wirelessly across town. The Remote POS4000 issues an encrypted code that is decrypted at the wash entry kiosk. For Remote Code POS4000 users, select Standard Server and click Server Parameters. Figure 6. Standard Server Remote Code Setup 1. If you are using the Shared Payments function, enter the Internet address of the server and select the time zone from the drop-down menu.
3.1.1.3 Site Lynx Server Settings Site Lynx is a third-party multi-site management application. If your site is using Site Lynx, you must first gather information from the Kesseltronics Cortex server and then enter it into the Sierra server. If you will be using Site Lynx multi-site management, select Site Lynx then click on Server Parameters. Figure 7. Site Lynx Setup 1. Enter the Host Address of the server. The Server/Console ID field will automatically be populated. 2.
3.1.2 Credit Processors and Configuration Next, you will edit the credit and gift card configuration. Click Edit Credit/Gift Configuration at the bottom of the Site Configuration screen. Choose one of the following payment processors: 3.1.2.1 Priority Payment Systems (PPS) Figure 8. Priority Payment Systems Credit Configuration The PPS credit configuration screen allows you to set up credit for the Unitec entry unit using Priority Payment Systems.
3.1.2.2 Mercury Figure 9. Mercury Credit/Gift Configuration The Mercury credit and gift configuration screen allows you to setup credit and gift card processing for the Unitec entry unit using Mercury Payment Systems. 1. Select Mercury from the drop-down menu. If this is changed at a future date, you will need to reboot the entry unit or site server. 2. Enter your Merchant ID account number as provided by Mercury Payment Systems. 3. Select the credit card brands that will be accepted. 4.
3.1.2.3 Tran Figure 10. Tran Credit Configuration The Tran credit configuration screen allows you to set up credit for the Unitec entry unit using a DataTran modem. This can be for either dial-up, or high-speed Internet credit processing using the IPTran. 1. Select Tran from the drop-down menu. If this is changed at a future date, you will need to reboot the entry unit or site server. 2. Select the credit card brands that will be accepted. 3. Click Save.
3.1.2.4 Tran-Heartland Figure 11. Tran-Heartland Credit Configuration The Tran-Heartland credit configuration screen allows you to set up credit for the Unitec entry unit using a DataTran modem. This configuration is for 7-11, TImewise, and other C-stores. 1. Select Tran-Heartland from the drop-down menu. If this is changed at a future date, you will need to reboot the entry unit or site server. 2. Select the credit card brands that will be accepted. 3. Click Save.
3.1.2.5 Dresser Wayne Figure 12. Dresser Wayne Credit Configuration The Dresser Wayne credit configuration screen allows you to set up credit for the Unitec entry unit using a Dresser Wayne POS system, used at C-stores. NOTE: The Dresser Wayne interface requires an activation code. 1. Select Dresser Wayne from the drop-down menu. If this is changed at a future date, you will need to reboot the entry unit or site server. 2. Select the credit card brands that will be accepted. 3. Click Save.
3.1.2.6 XML Credit (Verifone) Figure 13. Verifone Credit Configuration The Verifone credit configuration screen allows you to set up credit for the Unitec entry unit using a Verifone POS system, used at C-stores. If you have a Wash Select II with the Sierra server, you will also be able to use Speedpass when using the XML credit interface. NOTE: The Verifone interface requires an activation code. 1. Select Unitec XML for the drop-down menu.
Figure 14. Verifone Wash Dispensing Adjust position of the washes so that the wash number at the leftmost column (labeled "No.") of the Edit Wash Type screen matches VeriFone's Package number. Click Save. NOTE: For WashPay self-serve sites only: If you have WashPay self-serve bays, after the credit processor is selected, go to the Self-Serve Credit Validation box at the bottom of the page and select either Hot File or Pre-Auth. These functions work regardless of the credit processor selected.
3.1.3 Taxes If you live in a state that requires that sales tax be added to credit card sales, click Taxes on the Site Configuration screen. NOTE: For cash purchases, taxes should be included in the display price. Figure 15. Credit Sales Tax Configuration Screen 1. Click Apply Tax to Credit Sales Only, then enter your state’s sales tax percentage. Click Save. 2. Click Save on the Site Configuration screen to save all changes and return to the Site screen.
3.2 Products Figure 16. Products Main Screen The names and prices for wash packages, self -serve devices, added services, and multi-wash accounts are configured through the Products screen. This screen allows the user to add, delete and edit wash packages and added services. The system is pre-loaded with 4 default wash packages. Wash – Four default wash packages are pre-programmed. You may add as many wash packages as you like, but you may only assign eight wash packages per device.
NOTE: If changes are made to a product’s displayed name or price, the affected devices will need to be updated by downloading a device profile as described in the Devices section. 3.2.1 Wash and Added Services Products Figure 17. Edit Product Screen 1. Click the Setup tab at the top, then click Product in the left frame. To add a new product, select Wash, Added Service, Self Service or Account from the drop down menu below the products table then click the Add New Product button.
3.2.2 Self Service Product (WashPay Only) Figure 18. Self Service Product 1. Enter the Product Name. This field is limited to 24 characters and will be the product name, which is displayed on reports. 2. For Self Service: Enter the price per minute. To calculate the price per minute, divide the initial dollar amount (cash or credit) by the number of minutes allocated for the initial wash cycle. (For example, if you are charging $6 for a 9 minute wash, the price per minute will be 0.6666.) 3.
3.2.3 Account Product (Portal/Sentinel/C-Start Only) Figure 19. Account Product NOTE: You must create a Product-based house account first then add the account as a product. For more instructions on how to do this, see Section 6.1. 1. Enter the Product Name. This field is limited to 24 characters and will be the product name, which is displayed on reports. 2. Select the account program from the drop-down menu. 3. SKU – This not used in a standard application and should be left blank 4.
3.3 Device Profiles Figure 20. Device Profiles Screen Device Profiles are configuration files that control the operation of the associated Unitec payment devices on site. A single profile should be set up and downloaded to all devices at a site if they are to operate in the same manner. If operation will vary by device (for example, one unit is on an in-bay automatic and the other on a conveyor), one or more additional device profiles will need to be set up.
3.3.1 Information Screen Figure 21. Example Sentinel Profile Information Screen 1. Click the Setup tab, then click Device Profiles in the left frame. To add a new profile, select the device from the drop down menu below the table then click the Add New Profile button. To configure the existing profile, click the edit button next to the profile name. 2. Enter the Profile Name. The default name for a new profile is Sentinel, Portal or C-Start. 3.
7. If you wish to allow upgrades, check which upgrades you would like to allow. Note that no upgrade option will be allowed if the customer has purchased the most expensive wash. Selecting pre-paid wash codes allow customers to upgrade the wash they purchased from the register or pump. Selecting product-based pre-paid accounts allows customers to upgrade the wash they have purchased with pre-paid house account.
3.3.2 Operating Schedule Figure 22. Operating Schedule Screen The Operating schedule is used to automatically take the Portal or Sentinel out of service when the site is closed. The message that’s displayed in this out of service condition is programmed through the User Interface set-up page. This feature is designed to allow the operating hours to vary by day of the week. The default setting is ‘Always Open’ (no schedule is applied).
3.3.3 Added Service Dispensing Figure 23. Added Services Screen NOTE: In order to configure the dispensing features for added services, you must first set up the added service in the Products menu. Any added services that will be offered at the entry units using this profile must be listed and configured here. You may assign up to 4 added services per transaction. To add a new added service, select the service from the drop down menu at the top of the screen and click the Add to List button.
3. If you will be dispensing tokens with the added service, enter the quantity of tokens that will be dispensed. 4. Enable the Receipt Required setting if the customer will need a receipt as ‘proof of purchase’ to redeem the Added Service. If the printer is out of service or out of paper, the Added Service will not be offered. 5. Click Save to return to the main Added Services page and the Next to proceed to the Wash Dispensing page. 3.3.4 Wash Types and Washes Dispensed Figure 25.
Figure 26. Washes Dispensed Screen To add a new wash package, select the desired wash from the drop down menu at the top of the screen and click Add to List. Click the Product Settings button next to the wash name to configure the wash. To delete an existing wash package, click the Remove from List button. To change the order of the washes displayed, press the arrow keys to move the wash up or down in the list.
Figure 27. Wash Settings Screen 1. Select the relay pattern that the wash equipment requires to deliver the desired wash package. Normally, only one relay output is turned on for each wash package. The alternate relay pattern is used to notify the wash controller of a change that’s required in the wash service. A typical use would be to set a ‘hybrid’ wash for either a ‘touch free’ or ‘soft touch’ wash delivery.
Figure 28. Wash Interface Screen This screen allows you to setup the wash interface configurations. Click the box next to the feature to select it. Please consult your wash manufacturer’s instructions for details on interfacing with the wash equipment. 1. Select the Handshaking Type. The entry units support three types of handshaking: None – This handshake is used in attended tunnel applications. The wash equipment does not send a wash-in-use signal to the unit.
6. Relay Stacking – When Relay Stacking is enabled, the entry unit wash interface will not send arming signals to the wash while it is in use. This needs to be “on” if an entry gate is being used in conjunction with the unit. 7. Click Save then Next to proceed to the peripherals set up page. 3.3.5 Peripherals Figure 29. Peripherals Screen Verify that the hardware components that are used in your entry unit are enabled (the box is checked in the installed column).
Figure 30. Coin Acceptor Configuration Screen 1. The High Limit setting is used to determine when a notification is to be sent to warn that the coin acceptor is nearly full. The recommended setting is to send a warning when it’s 90% capacity and the default setting is 450 coins. 2. Click Save. Figure 31. Bill Acceptor Configuration Screen 1. Select the bill denominations you will accept. 2. Select the bill acceptor manufacturer from the drop-down menu.
1. For US Sites: Select either quarter, dollar coin or token from the drop-down menu. 2. For Canadian Sites: Select either one-dollar, two-dollar coin or token from the drop down menu. 3. For Australian Sites: Select either twenty cent coin, half dollar coin, one-dollar coin, two-dollar coin or token from the drop down menu. 4. The Low Limit setting is used to determine when a notification is to be sent to warn that the coin dispenser is low on change.
Figure 34. Sentinel Dual Bill Dispenser Configuration Screen 1. Select the bill dispenser manufacturer from the drop-down menu: Telaris, LG, or MFS. 2. Select the bill denomination for each slot: $1, $5 or $10. 3. The Low Limit setting is used to determine when a notification is to be sent to warn that the coin dispenser is low on change. Select whether or not you wish to receive a notification when the bill dispenser reaches the Low Limit by clicking Enable.
3.3.6 User Interface Screen Figure 36. User Interface Screen The User Interface screen allows you to define settings with which the customer interacts. You can set a message delays and timeouts, force a receipt, and customize the language, post-sales messages, themes, and customer texts. 1. Enter a Greeting Message Delay (in seconds). This is the amount of time in seconds from when the proximity sensor activates until the voice-greeting message is played. 2.
Optimize the size and aspect ratio of the video media control for 640x480 resolution (Portal) and 800x600 resolution (Sentinel and C-Start) English: The post sale video file must be named PostSaleVideo.* and stored in d:\bin\Portal\Video\English (for an English transaction). Spanish: The post sale video file must be named PostSaleVideo.* and stored in d:\bin\Portal\Video\Spanish (for a Spanish transaction). The video must be loaded using the Utilities>Files function.
3.3.7 Wash Select II Device Profile Figure 37. Wash Select II Profile Information Screen 1. Enter the Profile Name. The default name for a new profile is Standard Wash Select. 2. Enter the Alarm Duration in minutes. 3. If you wish to offer added services to customers that purchased their wash with a code, check Offer Added Services to Code Users box. 4. If you wish to allow customers to purchase a wash with a combination of credit and cash, check the Allow Split Tender with Credit Cards box. 5.
Any added services that will be offered at the entry units using this profile must be listed and configured here. To add a new added service, select the service from the drop down menu at the top of the screen and click the Add to List button. Click the Product Settings button next to the service to configure the service. If you wish to delete an existing Added Service, click the Remove from List button. Figure 39. Wash Select II Added Services Settings Screen 1.
Once the wash packages to be offered are selected, configure them by selecting the associated Product Settings button in the table. Figure 41. Wash Select II Wash Settings Screen 1. The alternate relay pattern is used to notify the wash controller of a change that’s required in the wash service. A typical use would be to set a ‘hybrid’ wash for either a ‘touch free’ or ‘soft touch’ wash delivery.
Figure 42. Wash Select II Peripherals Setup Screen To set up peripheral devices for the Wash Select II, click the devices that are installed in the unit. Click Edit next to Bill Acceptor and chose the bill acceptor that is installed – either Coinco or Mars. Click Edit next to Coin Dispenser and chose the value of the coin being dispensed. Choices are Quarter, One Dollar Coin and Two Dollar Coin (Canada and Australia only). Click Save then Next. Figure 43. Wash Select II User Interface Setup Screen 1.
Figure 44. Wash Select II Greeting Text Screen Enter your welcome message into the 4 lines. Each line is limited to 16 characters. Click Save. Figure 45. Wash Select II Receipt Header Text Screen Enter the text you would like displayed on the receipt header. Each line is limited to 25 characters. Click Save. Figure 46. Wash Select II Service Phone Number Screen Enter the service phone number. This will be displayed on the receipt footer. Click Save.
Figure 47. Wash Select II Added Services Prompt Screen If you wish the change the default Added Services Prompt, enter your text then click save. Figure 48. Wash Select II Wash Options Text Screen If you would like to change the default wash options text, enter the text here, then click save.
3.3.8 Paynode Device Profiles Figure 49. Paynode Information Screen 1. Enter the name of the profile. 2. Enter the amount of the Initial Price (for cash). This is the minimum amount of cash that must be deposited before power is applied to the wash bay. 3. Enter the amount for the Initial Swipe Amount (for credit) – This is the amount that will be charged to a credit card the first time it is swiped during a transaction.
Figure 50. Paynode Product Dispensing Screen 6. Select the name of the product from the drop-down menu. 7. Select from the following Operational Modes: Integrated timer - in this Operational Mode the WashPay Terminal is a stand-alone device. An external meter box with timer is not required. The WashPay Terminal will accept payment, perform the timer functions, and control the power to the wash bay.
card, the WashPay Terminal will run in Count Up mode. It will control the power applied to the wash bay and keep track of the amount of time that is used by the customer. 8. Select the number of seconds for Turn On Delay. This is the number of seconds after the minimum payment is deposited that the equipment will be turned on. 9. Select the number of seconds for Grace Time.
Figure 52. Paynode User Interface Screen 1. Select one of the following options for the Count Up Display: Display Time Display $ Display Time and Display $ 2. Select the Warning Time (seconds before end of wash) This is only used in Count Down mode. When the remaining transaction time reaches this value, the LCD display will start to blink. 3. Select Continuous or Pulsed for Beeper Output. Select “Continuous” if you are using a continuoustone Sonalert.
Figure 53. Paynode Customer Text Screen This screen allows you to enter custom Welcome and Thank You messages on the card terminal. The Welcome message will be displayed along with the wash prices when the wash is not in use. The Thank You message will be displayed at the end of the transaction. 1. Enter a Welcome Message (4 lines of text, 16 characters per line). All letter characters will be displayed on the LCD as upper case characters, regardless of how they appear on the input screen. 2.
3.3.9 Printer Device Profiles WashPay receipt printer device profiles require minimal configuration. You only need to assign a name and enter the receipt text. Figure 54. Receipt Printer Information Screen Enter the Profile Name for the receipt printer. Click Next. Figure 55. Receipt Printer Text Screen Enter the text you want displayed for the receipt header and footer (up to 5 lines, 26 characters per line will be printed). Click Save.
3.4 Devices Figure 56. Devices Screen The Devices screen displays all of the Unitec devices that are connected to the network and detected by the Sierra Management Application. This screen allows you to edit or delete devices, and download configuration profiles to each device individually or to all of them simultaneously. To assign a profile to a device, click the Edit button next to the device name to enter details assigned to that device. Figure 57. Edit Devices Screen 1. Enter the Device Name.
3. Enter the Device ID in numeric characters. The device ID is automatically assigned and changing it could affect reporting. The default ID should not be changed unless directed to do so by Unitec technical support representative. 4. If you have Site Lynx multi-site management, enter the Device Serial number. 5. Click Save. Once the profile is assigned to the unit, you will need to download the profile to the unit. If you make changes to the profile, you will need to download the device again.
Figure 60. Edit Users Configuration Screen 1. Enter the User Name. 2. Enter the User ID (any 2-digit number between 00 and 99). 3. Enter the user password in the Password field (any number from 1 to 8 digits). 4. Enter the user password again in the Confirm Password field. 5. Enter the user’s email address. This allows the Sierra platform to email the user his password if it is forgotten, and for email notifications.
Figure 61. Edit Users Notifications Screen 1. Select the format for the notifications you would like to receive: email or text message. You may select one or both. 2. Select which categories of notifications you wish to receive from the entry unit. 3. Click Save. Once the users are configured, you will need to download the device profiles to update the user information. 3.
Click Edit in the POS Interface table. Note: You may also restart the POS connection from this page. Figure 63. POS Interface Configuration 1. Select the code length from the drop down menu. Your options are 5, 6 or 7 digits. 2. Enter the Expiration period, from 00 to 99 days. The factory default setting is 00, which disables code expiration. 3. Select either POS1 or POS2 for the POS interface protocol from the drop down menu. Consult CStore POS manufacturer for proper setting. 4. Select either 1200, 2400.
Figure 64. POS Feature Mapping 1. The feature keys should match wash ID numbers (or car wash keys) that are programmed into the C-store POS register. In most cases, only 3 or 4 washes (or feature keys) would be programmed. Determine the feature keys that will be used in the POS interface and select the desired wash package from the drop down menu. 2. Assign the feature key to a POS device: Console, Pump or Register.
Figure 65. Sales Screen - Main Click on a button to configure it. Figure 66. Console Screen Setup 1. Select the key type from the drop down menu. Your options are Product, Report, Account, Reload, and Rewash. 2. Select the either the wash package or report type from the Key Detail drop down menu. 3. Enter a title for the key. This field is limited to 16 characters. Some functions are automatically named. 4. Select Save to save the button configuration.
4 Reports Tab The Reports function allows you to view accounting information and product usage, filtered by ranges and dates you specify. When a report is generated, the associated data will appear on the screen with Print and Save functions. By selecting the Print button, you can print a copy of the report at your local printer. The Save function allows the report data to be saved in .CSV format so it can be viewed and/or sorted in standard 3rd party software applications (such as Microsoft Excel).
Sales Summary Sales Washes Qty Paid Works Supreme Deluxe Express 35 44 28 76 32 41 27 74 $105.00 $96.00 $55.00 $118.00 Total Added Services Tire Shine Rain-X Rain & Shine Total 183 174 4 7 12 23 4 7 12 23 Automatic Totals Revenue Net Avg $11.7 2 $9.41 $7.59 $5.91 Prepaid Total $374.00 $270.00 $290.00 $150.00 $319.00 $1,029.0 0 $375.00 $386.00 $205.00 $437.00 $1,403.0 0 $8.06 $20.00 $21.00 $36.00 $77.00 $0.00 $0.00 $0.00 $0.00 $20.00 $21.00 $36.00 $77.00 $0.44 $451.00 $1,029.
Accounts Reloads 5 Deluxe Card 5 Express Card Total Site Totals Tax Collected Total payments Fundraisers Due Net Revenue 8 5 13 Revenue $2,448.3 0 38.55 $2,486.8 5 ($7.00) $2,479.8 5 $320.00 $150.00 $470.00 Subscriptio Prepaids n $1,029.0 0 0.00 $1,029.0 0 0.00 $1,029.0 0 0.00 Figure 68. Sample Site Revenue Report Sales Summary - Provides a wash count, breakdown of purchased and pre-paid transactions, and average sales value.
4.2 Sales Report The Sales report shows the products that were purchased in the reporting period. This report can be generated for a specific payment device or for all devices on site. The available report periods are current day, previous day or a user-specified date range. Sales reports can be printed or saved in .CSV format. To run a Sales report: Figure 69. Sales Report Settings Select the device from the drop down menu then select the date. Click Run Report.
Figure 70. Sample Sales Report Wash Activations - Provides a count of washes dispensed, broken down by wash type, and includes washes dispensed using codes or maintenance accounts. The usage metric shows the percentage of activations for each wash type. Self-serve wash packages are displayed by purchase type - cash, credit, house account, or maintenance account. Added Services - Provides a count of added services that were purchased, broken down by service type.
4.3 Cash Report The cash report provides details on cash, coupons and tokens that were received and dispensed during the business day. The report can be generated for the current day (as a real time snapshot) or for any previous day. To run a Cash report: Figure 71. Cash Report Settings Select the start date and time, then select the end date and time. Click Run Report. An example report is shown below with descriptions of the included data.
Figure 72. Sample Cash Report The top section displays the cash adjustments record that is generated when an employee uses the cash removal or deposit functions (from the Maintenance functions) to restock change devices or remove cash from a cash acceptor or dispensing device. The adjustment record shows the date and time of the event, the user ID of the employee that performed the adjustment, and lists the amount of cash that was added or removed.
Cash Summary - Shows starting and ending balance of all cash in the unit (in both bill and coin acceptors and change dispensing devices). The amount of cash that was collected from customers is shown in the Cash Received entry. The Cash Added entry is the amount of cash that was added to restock change dispensers. The Cash Removed entry is the amount of cash that was removed from any of the cash devices (cash acceptors or change dispensers).
Additional filters are provided to refine reports include: Devices – show transactions for a single payment device on the site. Products – show transactions where a specific product (wash or added service) was purchased. Payment Type – show transactions where a specific payment type (cash, credit, house account etc.) was used. Additional filters are provided for some payment types to further refine the report to a specific account or account type. An example report is shown below.
Figure 74. Sample Transaction Report When the transaction report is viewed, a “details” link will be displayed for each record. By clicking on this link, the user can view and print a more detailed record of the transaction. An example of this detailed view is shown below. Figure 75.
4.5 Code Listing Report The code listing report is applicable to sites that use the optional POS interface or console for wash code sales. It can be used to check the status of a specific code by entering all or part of the code number. Figure 76. Code Listing Report Settings Enter a code and select the results per page, then click Run Report. To generate a complete list of wash codes in memory, leave the code field blank and click the Run Report button. Figure 77.
5 Promotions Tab 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, scheduled specials and prize promotions. 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).
5.3 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.
5.6 Promotions Setup Figure 79. 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.
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.
5.6.2 Promotions Setup Figure 82. 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, Cards, Barcodes 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.
5.7 Promotions Reports 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 84.
6 Accounts Tab 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. 6.
6.3 Loyalty 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.
6.4 Account 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. Figure 86. 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.
Pre-Paid Account Program Setup Figure 87. Pre-paid Account Program Edit Screen 1. Enter the name of the account program. 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.
Subscription Account Program Setup Figure 88. Subscription Account Program Edit Screen 1. Enter the name of the account program. Chose whether or not to force a receipt with each transaction. 2. Select the product from the drop-down menu. 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.
6.5 Accounts When the accounts option is selected, a list of current accountholders will be displayed along with search functions to find a specific account. To view details of an account, click Edit next to the account. To setup a new account, select the account type from Fleet, Pre-paid or Subscription from the drop-down menu below the table. For new Pre-paid or Subscription accounts, you may select a Program from the additional dropdown menu.
Figure 90. Loyalty Account Setup Screen Fleet Accounts Fleet Accounts are set-up and managed directly through the ‘Accounts’ option (not the ‘Programs’ option). Account set-up is a 2-step process. The first step will be to set up and save the fleet business account. The 2nd step will be to add users (drivers) under the account. From the main Accounts page select Fleet as the account type and click the Add New Account button. Figure 91. Edit Fleet Account To set-up the fleet account: 1.
2. Select the account type as monetary or product based. For product accounts, the associated wash product will need to be selected from the drop down list of available products. 3. Enter the value of discount that should be applied to the fleet customer’s billing statement. Discounts can be set for a dollar value or a percentage. 4. Select ‘maintenance’ account if usage is not to be reported as revenue. NOTE: This account feature would typically be used for service providers and employees. 5.
6.5.1 Account Reports Status Report A sample status report is shown below. This report will list all accounts that are set up in the account database with the following information: Account name and number Status – Shown as Active, Inactive (the account has been disabled by the car wash operator), Expired, or Exhausted (prepaid account with no remaining balance).
Loyalty Report The Loyalty Report provides a list of all members, their account numbers, uses, uses per month, and rewards information, plus any discount. Issued Account Name Account # Uses Andrews, Ed Bruschi, Ted Carlson,Jim Francis, Lois Harris, Jane Jackson, Lou Ortiz, David Smith, John Wilson, Terry 59632159 84965327 65843215 33256984 54213985 44869532 95487623 25644459 15789652 26 14 9 6 4 22 18 12 7 Claimed Expired Average Uses/Month Rewards Rewards Rewards Discount $1.08 $1.00 $0.78 $1.
Figure 95.
Day the car wash was used The wash package that was purchased. Usually, a wash package is assigned to the account in setup. Price of the wash package used. The price is totaled at the bottom of the column. Amount of discount that is applied to the account (if any). The discount if totaled at the bottom of the column. Net amount due for each wash package used. The net amount is totaled at the bottom of the column to show the total amount due for that billing period.
Account Name and Number Program – indicates whether an account program was used for this account. Date – day account was purchased. Sales type -- indicates whether the entry is for a new account that was sold (issued) or a reload. Value – indicates the dollar amount or number of uses that were added to the account and the Price -- indicates the amount due from the account holder. Employee ID – indicates the system user who issued or reloaded the account.
7 Sales Tab The Sales tab displays and functions as a Point of Sale console interface. You must first set up the Sales screen in the POS Interface in order for this screen to be populated. For further instruction, please see Section 3.7. To allow an employee to access the Sales screen ONLY, you must setup a User account with access privileges to Accounts and Promotions and Code and Account Sales. For more information, please see Section 3.5. Figure 98.
To purchase a wash package, select one of the washes then click Purchase. Figure 99. Purchase Wash Package Screen A code will be generated and displayed on the screen. You may then print the code from the POS printer or from the print function of your PC. Figure 100.
To purchase a new account, click on the account: Figure 101. Account Purchase 1. Select code or card. 2. Enter the account number. 3. Enter the account holder’s name. 4. Click Purchase to finalize the account purchase.
To reload an account, click Reload and enter the account number. Figure 102. Reload Account Screen Ensure the account holder’s information is correct, then click Reload. Figure 103.
Figure 104. Rewash Selection Screen Figure 105.
To print a report, select the report type. If you would like to select a date other than the current day, select Change Dates. You may select the current day, select the previous day, or select a date range, then click Done, then Print Report. NOTE: The Report functions on the Sales page are for console users ONLY. Figure 106.
8 Utilities Tab 8.1 General System Utilities The Utilities tab allows you to view the current server version, view the current C drive version, view any hot fixes applied, view the IP address, set the system date and time, backup and restore the databases, view the event log, and upload software updates. Figure 107.
5. IMPORTANT NOTE: For WashPay systems, ensure that there are no pending transactions before restarting or shutting down the server, or those transactions will be lost. 8.1.1 Enable Support Mode Enable Support Mode is a feature that allows Unitec Customer Service to access and troubleshoot the server via remote access. If your devices are having problems, call Unitec Customer Support at 1800 Click the button to access the next screen. Figure 108.
The Database Utility screen is used to backup and restore the Sierra Server databases. Database back up files can be used to restore operation of the system in the event of a catastrophic event. To minimize the potential for lost sales data, regular back-ups should be performed. The software version, date and time of previously created back-ups are displayed on the screen. 8.2.1 Compact and Cleanup Database The Compact and Cleanup Database function allows you to delete old transactions from the database.
NOTE: All codes prior to that number of days will be deleted, so make sure to create a database backup and hardcopy backups before performing this function. 8.2.3 Automatic Backups Schedule for Server To schedule Automatic backups, click on Edit Automatic Backup Settings. Figure 112. Automatic Backup Settings Screen 1. Click Enable Automatic Backups, then select the location, either the D drive or a thumbdrive, from the drop-down folder. Enter a time to perform the automatic backup. Click Save. 2.
8.3 Event Log Figure 113. Event Log Screen The Events screen allows you to view all or select system events in a log. To view the event log, select any or all of the following filters: category, device, date and time. You may also generate a test event to ensure the log is updating properly. 8.4 Logs Figure 114. Logs Screen The Logs screen allows Unitec Customer Service to view system logs for troubleshooting purposes.
8.5 Files Figure 115. Files Screen The Files screen allows you to load software update files and post sale video files to the unit. Updates are provided on a thumbdrive that is to be connected to the USB port on the primary carrier board. With the thumbdrive installed, click the Load Files button. The thumbdrive should be listed as a source location. Select it and click Upload. Note: Video files must be in .
Figure 117. Hot File Removal To remove a credit card listed in the hot file (for example, a debit card that had a zero balance a week ago that has had funds added since), view the hot file records. Once the card has been located, click Remove in the top left corner of the frame. 8.7 Credit Modem The Credit Modem function allows you to manually batch credit transaction and allows credit modem diagnostics testing. 8.7.
8.7.2 Diagnostics The Sierra server allows you to run diagnostics on the DataTran Credit Modem (for customers with credit modems). Figure 119. Credit Modem Diagnostics Enter “0” in the command line for a list of commands to run the diagnostics. The DataTran and IPTran modems will have different lists of diagnostics because the devices are different. Most commands will respond within a few seconds.
Appendix A: Themes Standard (Default) Theme Autumn Theme Sierra Programming Reference Manual 99
Flag Theme Sky Theme Sierra Programming Reference Manual 100
Spring Theme Summer Theme Sierra Programming Reference Manual 101
Water Theme Winter Theme Sierra Programming Reference Manual 102