Unitec Sierra Management System - Manual (Page 83)

Sierra Programming Reference Manual 73
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 5
th for free).
A program must be setup for both options. When configuring the options, you must configure the following
information:

Program name

Assign washes and discount values

Allow other discounts – indicates whether other discounts can be combined with member
discounts (should be enabled by default).

Schedule – days/hours when the member discount can be used (default is 24/7)
The configuration options for the frequency program include:

Program Name

Assign washes – select washes that, when purchased, qualify towards a reward

Frequency Reward – select wash that will be awarded

Expiration – Days in which rewards must be claimed (default will be no expiration)
Accounts will be activated from the management pages by selecting the associated loyalty program and
entering the customer-specific data, including:

User name and contact details (address, e-mail etc.)

Account Number

Redemption method – Code, Card or RF Tag
6.3.1 Fleet Accounts
Fleet accounts are intended as a ‘house credit’ application where a business will be billed for usage. Typical
customers for fleet accounts include local law enforcement agencies and private businesses with a number
of vehicles in their fleet. Fleet accounts are set up directly from the Accounts menu option and not from the
Programs menu. Once a fleet account is set up for a business, cards, codes, barcodes, or RFID tags may be
activated and assigned to individual users (or vehicles).
Fleet accounts can be set up to restrict a user to a single product or to allow them to select any available
product. The feature also allows the car wash Operator to assign a discount (as a dollar value or percentage)
to the account. This discount will be applied in the Account Transaction report, which serves as the fleet
customer’s statement (for billing).
The fleet account set-up page also has a check box, which is used to identify the account as a ‘maintenance’
account. Maintenance accounts are intended to be used for car wash site employees, service providers and
others that may need to use the wash but are not paying customers. The use of maintenance accounts is
not accounted for in revenue calculations but these uses are counted in the accounting and house account
reports for tracking.