Unitec Portal Owner’s Manual - Manual (Page 15)

P O R T A L
Document Number: PTL1028
Document Title: Portal 3 Owners Manual
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.