Unitec Portal Owner’s Manual - Manual (Page 26)

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