Unitec Sierra Management System User Manual

Sierra Management System Programming Reference Manual www.StartwithUnitec.com © 2014 Unitec, Incorporated

Sierra Programming Reference Manual vi T H I S P A G E I N T E N T I O N A L L Y L E F T B L A N K

Sierra Programming Reference Manual 90 To print a report, select the report type. If you would like to select a date other than the current day,

Sierra Programming Reference Manual 91 8 Utilities Tab 8.1 General System Utilities The Utilities tab allows you to view the current server ve

Sierra Programming Reference Manual 92 5. IMPORTANT NOTE: For WashPay systems, ensure that there are no pending transactions before restarting

Sierra Programming Reference Manual 93 The Database Utility screen is used to backup and restore the Sierra Server databases. Database back up f

Sierra Programming Reference Manual 94 NOTE: All codes prior to that number of days will be deleted, so make sure to create a database backup a

Sierra Programming Reference Manual 95 8.3 Event Log Figure 113. Event Log Screen The Events screen allows you to view all or select system ev

Sierra Programming Reference Manual 96 8.5 Files Figure 115. Files Screen The Files screen allows you to load software update files and post s

Sierra Programming Reference Manual 97 Figure 117. Hot File Removal To remove a credit card listed in the hot file (for example, a debit card

Sierra Programming Reference Manual 98 8.7.2 Diagnostics The Sierra server allows you to run diagnostics on the DataTran Credit Modem (for cust

Sierra Programming Reference Manual 99 Appendix A: Themes Standard (Default) Theme Autumn Theme

Sierra Programming Reference Manual 1 1 Introduction The Sierra Management Application (or Sierra Server) is a software program that’s used by Un

Sierra Programming Reference Manual 100 Flag Theme Sky Theme

Sierra Programming Reference Manual 101 Spring Theme Summer Theme

Sierra Programming Reference Manual 102 Water Theme Winter Theme

Sierra Programming Reference Manual 2 NOTE: An administrative password is a user that has either “User Management” or “Utilities” access privil

Sierra Programming Reference Manual 3 2 Summary Tab Upon successful login, the Summary page of the management application will appear. This scr

Sierra Programming Reference Manual 4 3 Setup Tab Programming functions are accessed through the Setup tab of the management menu. Th

Sierra Programming Reference Manual 5 3.1 Site Figure 4. Site Information Screen The Site Configuration screen allows you to provide unique id

Sierra Programming Reference Manual 6  Site Lynx – for sites using multi-site management 8. If you would like the system to automatically reb

Sierra Programming Reference Manual 7 3 . 1 . 1 . 2 R e m o t e C o d e P O S 4 0 0 0 S e t t i n g s The Remote Code POS4000 allows

Sierra Programming Reference Manual 8 3 . 1 . 1 . 3 S i t e L yn x S e r v er S e t t i n g s Site Lynx is a third-party multi-site ma

Sierra Programming Reference Manual 9 3.1.2 Credit Processors and Configuration Next, you will edit the credit and gift card configuration. Cli

Sierra Management System Programming Reference Manual This manual describes the management functions of the Sierra management software applicat

Sierra Programming Reference Manual 10 3 . 1 . 2 . 2 M e r c u r y Figure 9. Mercury Credit/Gift Configuration The Mercury credit and gift c

Sierra Programming Reference Manual 11 3 . 1 . 2 . 3 T r a n Figure 10. Tran Credit Configuration The Tran credit configuration screen allow

Sierra Programming Reference Manual 12 3 . 1 . 2 . 4 T r a n - H e a r t l an d Figure 11. Tran-Heartland Credit Configuration The Tran-Hear

Sierra Programming Reference Manual 13 3 . 1 . 2 . 5 D r e s s e r W a y n e Figure 12. Dresser Wayne Credit Configuration The Dresser Way

Sierra Programming Reference Manual 14 3 . 1 . 2 . 6 X M L Cr ed i t ( V e r i f o n e ) Figure 13. Verifone Credit Configuration The Ver

Sierra Programming Reference Manual 15 Figure 14. Verifone Wash Dispensing Adjust position of the washes so that the wash number at the leftmos

Sierra Programming Reference Manual 16 3.1.3 Taxes If you live in a state that requires that sales tax be added to credit card sales, cl

Sierra Programming Reference Manual 17 3.2 Products Figure 16. Products Main Screen The names and prices for wash packages, self -serve device

Sierra Programming Reference Manual 18 NOTE: If changes are made to a product’s displayed name or price, the affected devices will need to be up

Sierra Programming Reference Manual 19 3.2.2 Self Service Product (WashPay Only) Figure 18. Self Service Product 1. Enter the Product Name. T

Document Revision History Software Version Rev Release Date Changes Made 1.73 9/2014 Changed OS from Windows NT to Windows 7 POS Ready. Added suppo

Sierra Programming Reference Manual 20 3.2.3 Account Product (Portal/Sentinel/C-Start Only) Figure 19. Account Product NOTE: You must create a

Sierra Programming Reference Manual 21 3.3 Device Profiles Figure 20. Device Profiles Screen Device Profiles are configuration files that cont

Sierra Programming Reference Manual 22 3.3.1 Information Screen Figure 21. Example Sentinel Profile Information Screen 1. Click the Setup tab

Sierra Programming Reference Manual 23 7. If you wish to allow upgrades, check which upgrades you would like to allow. Note that no upgrade opt

Sierra Programming Reference Manual 24 3.3.2 Operating Schedule Figure 22. Operating Schedule Screen The Operating schedule is used to automa

Sierra Programming Reference Manual 25 3.3.3 Added Service Dispensing Figure 23. Added Services Screen NOTE: In order to configure the dispens

Sierra Programming Reference Manual 26 3. If you will be dispensing tokens with the added service, enter the quantity of tokens that will be di

Sierra Programming Reference Manual 27 Figure 26. Washes Dispensed Screen To add a new wash package, select the desired wash from the drop down

Sierra Programming Reference Manual 28 Figure 27. Wash Settings Screen 1. Select the relay pattern that the wash equipment requires to deliver

Sierra Programming Reference Manual 29 Figure 28. Wash Interface Screen This screen allows you to setup the wash interface configurations. Clic

[ T H I S P A G E I N T E N T I O N A L L Y L E F T B L A N K ]

Sierra Programming Reference Manual 30 6. Relay Stacking – When Relay Stacking is enabled, the entry unit wash interface will not send arming s

Sierra Programming Reference Manual 31 Figure 30. Coin Acceptor Configuration Screen 1. The High Limit setting is used to determine when a not

Sierra Programming Reference Manual 32 1. For US Sites: Select either quarter, dollar coin or token from the drop-down menu. 2. For Canadian S

Sierra Programming Reference Manual 33 Figure 34. Sentinel Dual Bill Dispenser Configuration Screen 1. Select the bill dispenser manufacturer

Sierra Programming Reference Manual 34 3.3.6 User Interface Screen Figure 36. User Interface Screen The User Interface screen allows you to de

Sierra Programming Reference Manual 35  Optimize the size and aspect ratio of the video media control for 640x480 resolution (Portal) and 800x

Sierra Programming Reference Manual 36 3.3.7 Wash Select II Device Profile Figure 37. Wash Select II Profile Information Screen 1. Enter the

Sierra Programming Reference Manual 37 Any added services that will be offered at the entry units using this profile must be listed and configur

Sierra Programming Reference Manual 38 Once the wash packages to be offered are selected, configure them by selecting the associated Product Set

Sierra Programming Reference Manual 39 Figure 42. Wash Select II Peripherals Setup Screen To set up peripheral devices for the Wash Select II,

Sierra Programming Reference Manual i TABLE OF CONTENTS 1 Introduction ...

Sierra Programming Reference Manual 40 Figure 44. Wash Select II Greeting Text Screen Enter your welcome message into the 4 lines. Each line i

Sierra Programming Reference Manual 41 Figure 47. Wash Select II Added Services Prompt Screen If you wish the change the default Added Services

Sierra Programming Reference Manual 42 3.3.8 Paynode Device Profiles Figure 49. Paynode Information Screen 1. Enter the name of the profile.

Sierra Programming Reference Manual 43 Figure 50. Paynode Product Dispensing Screen 6. Select the name of the product from the drop-down menu.

Sierra Programming Reference Manual 44 card, the WashPay Terminal will run in Count Up mode. It will control the power applied to the wash bay a

Sierra Programming Reference Manual 45 Figure 52. Paynode User Interface Screen 1. Select one of the following options for the Count Up Displa

Sierra Programming Reference Manual 46 Figure 53. Paynode Customer Text Screen This screen allows you to enter custom Welcome and Thank

Sierra Programming Reference Manual 47 3.3.9 Printer Device Profiles WashPay receipt printer device profiles require minimal configuration. You

Sierra Programming Reference Manual 48 3.4 Devices Figure 56. Devices Screen The Devices screen displays all of the Unitec devices that are co

Sierra Programming Reference Manual 49 3. Enter the Device ID in numeric characters. The device ID is automatically assigned and changing it co

Sierra Programming Reference Manual ii 5.4 Scheduled Specials ...

Sierra Programming Reference Manual 50 Figure 60. Edit Users Configuration Screen 1. Enter the User Name. 2. Enter the User ID (any 2-digit n

Sierra Programming Reference Manual 51 Figure 61. Edit Users Notifications Screen 1. Select the format for the notifications you would like to

Sierra Programming Reference Manual 52 Click Edit in the POS Interface table. Note: You may also restart the POS connection from this page. F

Sierra Programming Reference Manual 53 Figure 64. POS Feature Mapping 1. The feature keys should match wash ID numbers (or car wash keys) that

Sierra Programming Reference Manual 54 Figure 65. Sales Screen - Main Click on a button to configure it. Figure 66. Console Screen Setup 1.

Sierra Programming Reference Manual 55 4 Reports Tab The Reports function allows you to view accounting information and product usage, filtered

Sierra Programming Reference Manual 56 Sales Summary Sales Washes Qty Paid Revenue Prepaid Total Net Avg Works 35 32 $105.

Sierra Programming Reference Manual 57 Accounts Reloads 5 Deluxe Card 8 $320.00 5 Express Card 5 $150.00 Total 13 $470.00

Sierra Programming Reference Manual 58 4.2 Sales Report The Sales report shows the products that were purchased in the reporting peri

Sierra Programming Reference Manual 59 Figure 70. Sample Sales Report Wash Activations - Provides a count of washes dispensed, broken down by w

Sierra Programming Reference Manual iii TABLE OF FIGURES Figure 1. Sierra Login Screen ...

Sierra Programming Reference Manual 60 4.3 Cash Report The cash report provides details on cash, coupons and tokens that were received and disp

Sierra Programming Reference Manual 61 Figure 72. Sample Cash Report The top section displays the cash adjustments record that is generated whe

Sierra Programming Reference Manual 62 Cash Summary - Shows starting and ending balance of all cash in the unit (in both bill and coin acceptors

Sierra Programming Reference Manual 63 Additional filters are provided to refine reports include: Devices – show transactions for a single payme

Sierra Programming Reference Manual 64 Figure 74. Sample Transaction Report When the transaction report is viewed, a “details” link will be dis

Sierra Programming Reference Manual 65 4.5 Code Listing Report The code listing report is applicable to sites that use the optional POS interfa

Sierra Programming Reference Manual 66 5 Promotions Tab The promotions feature is used to set up and manage various marketing programs. The typ

Sierra Programming Reference Manual 67 5.3 Fundraisers The fundraiser is a code-activated promotion intended to encourage supporters of an orga

Sierra Programming Reference Manual 68 5.6 Promotions Setup Figure 79. Promotions Main Screen The Promotions Setup screen displays the current

Sierra Programming Reference Manual 69 3. Select a code length form 5-8. The default is 7. 4. Enter the prize expiration date. This can be set

Sierra Programming Reference Manual iv Figure 40. Wash Select II Wash Dispensing Screen ...

Sierra Programming Reference Manual 70 5.6.2 Promotions Setup Figure 82. Edit Discount Screen 1. Enter the Name of the promotion. Select Acti

Sierra Programming Reference Manual 71 5.7 Promotions Reports Status Report The status report lists all promotions that have been configured an

Sierra Programming Reference Manual 72 6 Accounts Tab The accounts module is a product option that allows house accounts to be set up and manag

Sierra Programming Reference Manual 73 6.3 Loyalty Accounts Loyalty accounts provide incentives to ‘members’ in order to encourage repeat visit

Sierra Programming Reference Manual 74 6.4 Account Programs The account programs option is used to set-up standard products for pre-paid, Sit

Sierra Programming Reference Manual 75 Pre-Paid Account Program Setup Figure 87. Pre-paid Account Program Edit Screen 1. Enter the name of the

Sierra Programming Reference Manual 76 Subscription Account Program Setup Figure 88. Subscription Account Program Edit Screen 1. Enter the n

Sierra Programming Reference Manual 77 6.5 Accounts When the accounts option is selected, a list of current accountholders will be displayed al

Sierra Programming Reference Manual 78 Figure 90. Loyalty Account Setup Screen Fleet Accounts Fleet Accounts are set-up and managed directly th

Sierra Programming Reference Manual 79 2. Select the account type as monetary or product based. For product accounts, the associated wash produ

Sierra Programming Reference Manual v Figure 81. Prize Voucher Setup Screen ...

Sierra Programming Reference Manual 80 6.5.1 Account Reports Status Report A sample status report is shown below. This report will list all acc

Sierra Programming Reference Manual 81 Loyalty Report The Loyalty Report provides a list of all members, their account numbers, uses, uses per m

Sierra Programming Reference Manual 82 Figure 95. Sample House Account Fleet Report The Fleet Report contains the following information for the

Sierra Programming Reference Manual 83  Day the car wash was used  The wash package that was purchased. Usually, a wash package is assigned

Sierra Programming Reference Manual 84  Account Name and Number  Program – indicates whether an account program was used for this account. 

Sierra Programming Reference Manual 85 7 Sales Tab The Sales tab displays and functions as a Point of Sale console interface. You must first s

Sierra Programming Reference Manual 86 To purchase a wash package, select one of the washes then click Purchase. Figure 99. Purchase Wash Packa

Sierra Programming Reference Manual 87 To purchase a new account, click on the account: Figure 101. Account Purchase 1. Select code or card.

Sierra Programming Reference Manual 88 To reload an account, click Reload and enter the account number. Figure 102. Reload Account Screen Ens

Sierra Programming Reference Manual 89 Figure 104. Rewash Selection Screen Figure 105. Rewash Code Issued Screen