Unitec Sierra Management System - Manual (Page 82)

Sierra Programming Reference Manual 72
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.
6.1 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…)
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.
6.2 Subscription 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.