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Unitec Portal Owner’s Manual User Manual

Page 5

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P O R T A L

Document Number:

PTL1028

Document Title: Portal 3 Owners Manual

Table of Contents

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