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Unitec Portal TI+ Owner'S Manual Download Page 18

 

 

P O R T A L

 

 

 

 

Document Number: 

PTL1028 

 

 

Document Title: 

Portal 3 Owners Manual  

 

Cash Adjustments – Allows the user to access the cash deposit and removal functions im 
Maintenance mode. These functions are used to adjust calculated cash balances as change 
is restocked or cash is removed from the Portal. 

 

Accounts and Promotions – Allows the user to set up and manage promotional programs 
and house accounts. 

 

Code  and  Account  Sales  –  Allows  the  user  to  Access  the  optional  console  pages  (for 
prepaid wash code sales). 

 

Reports – Allows the user to access the Portal’s accounting reports  

 

Utilities –  Allows  the  user  to  access  system utilities  including data  logging  and database 
back-up functions. 

NOTE: An administrative password is a user that has either “User Management” or “Utilities” access 
privileges under Setup>Users.  
NOTE: To setup a non-administrative user to verify and sell codes or sell accounts, “Accounts and 
Promotions” and “Code and Account Sales” must be checked on the user account.

 

3.5

 

POS Interface 

The POS Interface function is used to configure the interface to a Point of Sale register in use at a C-store. 
These  settings  would  typically  not  be  changed  after  installation  and  should  only  be  changed  by  your 
Unitec distributor. 

3.6

 

Sales Screen 

The Sales screen set-up is used to configure the user buttons screen of the console screen. A button can 
be configured to issue a code for a specific wash package, check status of a code, or void a previously 
issued code. Buttons can also be used to print revenue or sales reports if a report printer is connected to 
the optional print server. 

 

Summary of Contents for Portal TI+

Page 1: ...Portal TI Owners Manual Unitec 443 561 1200 www StartwithUnitec com ...

Page 2: ...cial environment This equipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instruction manual may cause harmful interference to radio communications Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense C O P Y R ...

Page 3: ...00 to ensure codes don t expire Added Account Transaction Report Removed Price and Discount Columns from Fleet Report Added date range to Summary page 3 50 4 22 Portal 1 52 Sierra 12 2012 Added Dresser Wayne interface Loyalty accounts Account Listing Report added ability to add taxes to credit sales added hidden wash for fleet customers added ability to drop more than one type of token and revised...

Page 4: ...P O R T A L Document Number PTL1028 Document Title Portal 3 Owners Manual 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 ...

Page 5: ...es 15 3 3 7 User Interface Set up 16 3 4 User Management 16 3 5 POS Interface 17 3 6 Sales Screen 17 4 Promotions 18 4 1 Discounts 18 4 2 Complimentary Washes 18 4 3 Fundraisers 19 4 4 Scheduled Specials 19 4 5 Prize Promos 19 4 6 Promotions Setup 20 4 6 1 Prize Promo Setup 21 4 6 2 Promotions Setup 22 4 7 Promotions Reports 24 4 7 1 Status Report 24 4 7 2 Usage Report 24 5 House Accounts 25 5 1 P...

Page 6: ...ort 47 6 5 Code Listing Report 49 7 Sales 50 8 Utilities 56 8 1 Enable Support Mode 57 8 2 Database Management 58 8 2 1 Compact and Cleanup Database 58 8 2 2 Delete Old Codes 59 8 2 3 Automatic Backups Schedule for Server 59 8 2 4 Restore Factory Defaults 60 8 3 Files 61 9 Maintenance Functions 62 9 1 Cash Functions 63 9 2 Shutdown 65 10 Component Operation and Maintenance 66 10 1 Component Layout...

Page 7: ...10 7 Coin Acceptor 87 10 7 1 Coin Acceptor Cleaning and Maintenance 87 10 7 2 Programming the IDX Acceptor 87 10 7 3 Programming the IDX to Accept 1 Coins 88 10 7 4 Programming the IDX to Accept Quarters 89 10 7 5 Site Specific Tokens 89 10 7 6 Erasing IDX Programming 90 10 8 Coin Hopper 90 10 8 1 Removing the Hopper 91 10 8 2 Filling the Hopper 91 10 8 3 Changing the Dispense Value 92 10 9 Credit...

Page 8: ...P O R T A L Document Number PTL1028 Document Title Portal 3 Owners Manual ...

Page 9: ...een 31 Figure 16 Loyalty Account Setup Screen 32 Figure 17 Edit Fleet Account 33 Figure 18 Edit Account User 34 Figure 19 Sample House Account Status Report 35 Figure 20 Sample Account Loyalty Report 36 Figure 21 Sample House Account Fleet Report 37 Figure 22 Account Sales Report 39 Figure 23 Account Transaction Report 40 Figure 24 Sample Site Revenue Report 43 Figure 25 Sample Sales Report 44 Fig...

Page 10: ...Bill Dispenser Location 72 Figure 55 Bill Dispenser Parts 73 Figure 56 Manual Knob and Transportation Area 74 Figure 57 Removing a Jammed Bill 75 Figure 58 Loading Instructions 76 Figure 59 Loading the Bill Dispenser 77 Figure 60 Bill Dispenser Pick Roller Cleaning 78 Figure 61 Bill Dispenser Sensor Cleaning 79 Figure 62 Mars Bill Validator Stacker 80 Figure 63 Mars Bill Validator Top View 81 Figu...

Page 11: ... is used for programming the system operating parameters viewing and printing reports and managing house accounts and car wash promotions A PC with a standard WEB browser is required to use the management functions The PC can be located either on site or off site The Portal Installation Manual provides guidelines for connecting a PC to the local site network To access the management application ty...

Page 12: ...checked on the user account Figure 2 Password Change Screen To change the password enter your old password then enter your new password Enter your new password again then click Save You will be required to create a new password every 3 months Please make note of the password and keep it in a secure location You may not use the last 5 passwords After setting up your password you may login to Sierra...

Page 13: ...so be required to login to the Maintenance screens on the Portal Sentinel and C Start units A keyboard will appear at units that have a touchscreen For Portals that have a keypad you either must use a keyboard to login or you must scroll through the keys on the side of the display to enter your password ...

Page 14: ... for the current day Car counts and revenue results from previous days can be viewed by selecting the desired date in the calendar or by entering the start and end dates in the summary data fields The current day data can be updated by selecting the Refresh button The management functions are shown in a menu bar across the top of the screen As each function is selected a secondary menu of related ...

Page 15: ...ered with the wash packages 3 3 Portal Programming The Portal s configuration is programmed by creating a device profile and downloading the profile to the Portal Whenever a change is made to the device profile the associated devices will need to be downloaded with the revised profile to implement the changes The device profile configuration file includes a series of set up pages which are describ...

Page 16: ... wash package Token Dispensing When enabled one or more tokens will be dispensed with each purchase of the wash package Wash Details Text The wash details text is displayed under the Wash name inside the wash selection button Up to 7 lines of text 18 characters per line can be added The wash selection button will be sized to fit the amount of text entered so the buttons can be made larger by enter...

Page 17: ...ustomer does not make their selection within the allotted amount of time set by the timeout value Force Receipt When enabled a receipt will automatically be provided to each customer When disabled customers will be prompted for a receipt and one will be provided if they press the receipt button Wash Closed Text The message that is displayed when the Portal closes as programmed by the Out of Servic...

Page 18: ...ministrative password is a user that has either User Management or Utilities access privileges under Setup Users NOTE To setup a non administrative user to verify and sell codes or sell accounts Accounts and Promotions and Code and Account Sales must be checked on the user account 3 5 POS Interface The POS Interface function is used to configure the interface to a Point of Sale register in use at ...

Page 19: ...aries by wash package The methods for redeeming a discount include code entry card coupon inserted at the Bill Acceptor or token Other programmable features include Usage Limit total number of uses allowed and number of uses allowed in a single transaction Scheduling Limit use of the discount to a specific date range specific days of the week and or specific hours of the day 4 2 Complimentary Wash...

Page 20: ...ly be applied at certain times and on specific days The special can be configured to apply to any and all of the available washes and the amount of the discount can be set to vary for each wash package When a scheduled special is active the price posted for the associated wash will be reduced on the wash section screen The car wash operator can set up scheduled specials so an additional discount c...

Page 21: ... name type of promotions and status Note that the promotion statuses are active inactive expired and exhausted Expired means beyond the promotion schedule end date time Exhausted only applies to promotions that have a maximum usage configured To setup a new promotion select the type of promotion from the drop down menu below the table and click Add New Promotion The Edit Discount screen will be di...

Page 22: ... Select a code length form 5 8 The default is 7 4 Enter the prize expiration date This can be set from 0 30 days 0 days means the prize does not expire The default is 30 5 If you would like to enable a Schedule click Enabled and Edit Select the days and times the prize promo will be offered and click Save 6 On the Assign Washes screen a single wash can be assigned to this prize promotion along wit...

Page 23: ... expiration date This can be set from 0 30 days 0 days means the prize does not expire The default is 30 5 If you would like to enable a Schedule click Enabled and Edit Select the days and times the prize promo will be offered and click Save 6 Enter the Offer Message Award Message and Receipt Message These fields are limited to 140 characters 7 Click Save 4 6 2 Promotions Setup To setup a new prom...

Page 24: ...raiser you may only choose Codes For a Special there is no method to choose from 3 If you wish to limit the use of the promotion select Limit Use then enter the maximum number of times the promotion can be used 4 If you want the promotion to only run on certain days under Schedule click Enabled Fill out the times and days on the subsequent screen For Specials you MUST fill out the schedule 5 Click...

Page 25: ...ple report below The status will be active inactive disabled exhausted max uses limit reached or expired end date is reached The uses and value fields show the total number of times the promotion was applied and the associated value of discounts applied Figure 10 Sample Promotions Status Report 4 7 2 Usage Report The Usage report provides a count and value of the promotions used over a user define...

Page 26: ...ue 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 issuin...

Page 27: ...rted 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 ac...

Page 28: ...nd 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 Th...

Page 29: ...m either Pre paid Subscription or Loyalty from the drop down menu below the table and click Add New Account Program The Edit Account screen will be displayed To edit an existing account program click Edit next to that program 5 5 1 Pre Paid Account Program Setup Figure 13 Pre paid Account Program Edit Screen 1 Enter the name of the account program ...

Page 30: ...s not present on Subscription accounts 4 You may limit the use and only allow a certain amount of washes per day week month or year To do this click Limit Use and enter the amount of washes and the time increment from the drop down menu 5 If you wish for the account to have an expiration date click Enable then enter the duration of the account program NOTE This schedule runs in calendar months The...

Page 31: ...ccount to have an expiration date click Enable then enter the duration of the account program NOTE This schedule runs in calendar months The account will expire on the last day of the month not 30 days from the issue date 14 If you wish to limit usage of the account to certain days and hours click Enable under the schedule block and enter the valid times and days of the week 15 Click Save 5 6 Acco...

Page 32: ...nt holder A mailing address can be entered if desired by selecting the details tab Redemption method select code card barcode or RFID Subscription accounts only from the drop down menu Number Enter code card number or RFID tag number 5 6 2 Loyalty Accounts Accounts will be activated from the management pages by selecting the associated loyalty program and entering the customer specific data includ...

Page 33: ...ts are set up and managed directly through the Accounts option not the Programs option Account set up is a 2 step process The first step will be to set up and save the fleet business account The 2nd step will be to add users drivers under the account From the main Accounts page select Fleet as the account type and click the Add New Account button ...

Page 34: ...9 Select maintenance account if usage is not to be reported as revenue NOTE This account feature would typically be used for service providers and employees 20 Select and enter usage limits if desired 21 If the account is only to be used during certain days or hours enable and configure the account schedule 22 Select the Details button and enter the billing address for the account if desired 23 Cl...

Page 35: ...s report is shown below This report will list all accounts that are set up in the account database with the following information Account name and number Status Shown as Active Inactive the account has been disabled by the car wash operator Expired or Exhausted prepaid account with no remaining balance Date the account was originally opened Expiration date if account is configured to expire Remain...

Page 36: ...Owners Manual Figure 19 Sample House Account Status Report 5 7 2 Listing Report This report allows you to export a list of account holders in csv format The exported file includes the account holder name and contact information account number and enrollment date ...

Page 37: ...1 1 0 0 78 Francis Lois 33256984 6 2 8 1 50 Harris Jane 54213985 4 2 2 2 00 Jackson Lou 44869532 22 5 6 4 2 1 0 64 Ortiz David 95487623 18 7 2 3 2 0 0 78 Smith John 25644459 12 4 5 2 1 1 0 58 Wilson Terry 15789652 7 5 6 1 1 0 1 00 Figure 20 Sample Account Loyalty Report 5 7 4 Fleet Report The fleet report provides a list of all uses from one or more accounts over a user defined date range This rep...

Page 38: ...Document Number PTL1028 Document Title Portal 3 Owners Manual Figure 21 Sample House Account Fleet Report The Fleet Report contains the following information for the specified time period Name of the fleet account ...

Page 39: ...s purchased Usually a wash package is assigned to the account in setup Price of the wash package used The price is totaled at the bottom of the column Amount of discount that is applied to the account if any The discount if totaled at the bottom of the column Net amount due for each wash package used The net amount is totaled at the bottom of the column to show the total amount due for that billin...

Page 40: ...nd account reloads during a user defined date range A sample report is shown above Account Name and Number Program indicates whether an account program was used for this account Date day account was purchased Sales type indicates whether the entry is for a new account that was sold issued or a reload Value indicates the dollar amount or number of uses that were added to the account and the ...

Page 41: ... reloaded the account 5 7 6 Account Transaction Report Figure 23 Account Transaction Report The Account Transaction Report displays all transactions over a user defined date range The report can be filtered to show transactions for all accounts all accounts of a certain type e g subscription fleet or a single account Records shown can be sorted by account name or transaction date ...

Page 42: ...nction allows the report data to be saved in CSV format so it can be viewed and or sorted in standard 3rd party software applications such as Microsoft Excel Revenue Report Reports revenue at a summary level for a user defined time period Sales Report Lists items that were sold e g Washes Added Services Wash Codes etc for a user defined time period Cash Report Daily report of cash received and dis...

Page 43: ...44 41 96 00 290 00 386 00 9 41 Deluxe 28 27 55 00 150 00 205 00 7 59 Express 76 74 118 00 319 00 437 00 5 91 Total 183 174 374 00 1 029 00 1 403 00 8 06 Added Services Tire Shine 4 4 20 00 0 00 20 00 Rain X 7 7 21 00 0 00 21 00 Rain Shine 12 12 36 00 0 00 36 00 Total 23 23 77 00 0 00 77 00 0 44 Automatic Totals 451 00 1 029 00 1 480 00 8 51 Self Serve Hand Bay 29 25 137 80 0 00 137 80 5 51 Vaccum ...

Page 44: ...Added services and serf serve if applicable totals are also displayed Average sales metrics are provided with and without discounts applied and the value of all discounts is identified This value includes promotions and any discounts provided to fleet customers Code Sales Provides a breakdown of washes purchased from the pumps and registers Account Sales Provides a breakdown of accounts offered on...

Page 45: ... the reporting period This report can be generated for a specific payment device or for all devices on site The available report periods are current day previous day or a user specified date range Sales reports can be printed or saved in CSV format An example report is shown below with descriptions of the included data Figure 25 Sample Sales Report ...

Page 46: ...Provides a count of added services that were purchased broken down by service type The usage metric shows the percentage of customers that selected the service Prepaid Upgrades Provides a count of and dollar amount earned for upgrades purchased with a wash package The usage metric shows the percentage of activations for each wash type Code Sales Provides a count of code sales and is displayed by P...

Page 47: ... day The report can be generated for the current day as a real time snapshot or for any previous day An example report is shown below with descriptions of the included data Figure 26 Sample Cash Report The top section displays the cash adjustments record that is generated when an employee uses the cash removal or deposit functions from the Maintenance functions to restock change devices or remove ...

Page 48: ...all change dispensed to customers broken down by type and denomination Other Dispensed Provides a count of tokens dispensed if applicable 6 4 Transaction Report The transaction report provides a list of all transactions that were recorded over the reporting period Reports can be generated for the current business day previous day or for a user specified date range Additional filters are provided t...

Page 49: ...ple Transaction Report When the transaction report is viewed a details link will be displayed for each record By clicking on this link the user can view and print a more detailed record of the transaction An example of this detailed view is shown below Figure 28 Sample Transaction Details ...

Page 50: ...red in memory are listed in chronological order The code status will be shown as Active Used or Expired The Expires column displays the date the code expires The Issue Date column displays the date the code was issued The Redemption Date displays the date the code was used if any The Product column displays the wash package sold The Source column will indicate whether the code was sold from a cons...

Page 51: ...ns as a Point of Sale console interface You must first set up the Sales screen in the POS Interface in order for this screen to be populated Figure 30 Sales Screen The Sales screen function keys are color coded Washes are blue and reports are red Account reloads rewashes and the check and void code functions are teal ...

Page 52: ...purchase a wash package select one of the washes then click Purchase Figure 31 Purchase Wash Package Screen A code will be generated and displayed on the screen You may then print the code from the POS printer or from the print function of your PC Figure 32 Wash Purchased Screen ...

Page 53: ...ument Title Portal 3 Owners Manual To purchase a new account click on the account Figure 33 Account Purchase 1 Select code or card 2 Enter the account number 3 Enter the account holder s name 4 Click Purchase to finalize the account purchase ...

Page 54: ... Document Title Portal 3 Owners Manual To reload an account click Reload and enter the account number Figure 34 Reload Account Screen Ensure the account holder s information is correct then click Reload Figure 35 Reloaded Account Screen ...

Page 55: ...A L Document Number PTL1028 Document Title Portal 3 Owners Manual To issue a rewash code click Rewash then select the wash to issue the code Figure 36 Rewash Selection Screen Figure 37 Rewash Code Issued Screen ...

Page 56: ...t type If you would like to select a date other than the current day select Change Dates You may select the current day select the previous day or select a date range then click Done then Print Report NOTE The Report functions on the Sales page are for console users ONLY Figure 38 Report Date Selection Screen ...

Page 57: ...estart or shutdown the server from that screen without requiring a login to Maintenance Mode 28 To set the calendar enter the day select the month from the drop down menu and enter the current year 29 To set the current time enter the hours and minutes then select AM or PM from the drop down menu Once the time is changed you will be logged out and the time will be downloaded to any secondary devic...

Page 58: ...rt Mode is a feature that allows Unitec Customer Service to access and troubleshoot the server via remote access If your devices are having problems call Unitec Customer Support at 1800 Click the button to access the next screen Figure 40 Enable Support Mode Screen The Unitec Customer Support representative will provide a 16 digit authorization code to gain access to the server Once that is entere...

Page 59: ...n the event of a catastrophic event To minimize the potential for lost sales data regular back ups should be performed The software version date and time of previously created back ups are displayed on the screen 8 2 1 Compact and Cleanup Database The Compact and Cleanup Database function allows you to delete old transactions from the database This will delete old information from reports and free...

Page 60: ...ion allows you to erase old POS codes from the database to remove old unused codes from reports and free up memory To delete old codes Figure 43 Delete Old Codes Screen Enter the number of days Click Delete Codes NOTE All codes prior to that number of days will be deleted so make sure to create a database backup and hardcopy backups before performing this function 8 2 3 Automatic Backups Schedule ...

Page 61: ...e from it 36 Click the Create New Backup button below the table Once the back up is saved the devices will reload and the new back up will have been added to the screen To delete an old database backup click the Delete button next to that file name 37 To restore the Sierra Server to a backed up version of the database Make sure all devices are idle Click the Restore button next to the version you ...

Page 62: ... software update files and post sale video files to the unit Updates are provided on a thumbdrive that is to be connected to the USB port on the primary carrier board With the thumbdrive installed click the Load Files button The thumbdrive should be listed as a source location Select it and click Upload Note Video files must be in wmv format ...

Page 63: ...item you wish to display Setup This key allows you to access the Management System pages to edit Portal configuration settings designate the Portal as the master and to run a ping test to the Sierra Server that s running on the master Portal Utilities This key allows you to transfer files to and from a flash drive and to view the Portal logs Operational mode This key returns the Portal to the Welc...

Page 64: ...ns Cash functions allow an authorized user to deposit or remove cash into or from the Portal vault This will reset the cash totals Note the Cash function should be used whenever change is restocked or cash is removed from the Portal Failure to do so will cause the cash report to be inaccurate and could cause false alert notifications to be sent Figure 47 Cash Deposit Screen The Cash Deposit screen...

Page 65: ...ove ALL cash from that selected device in order for the Portal to report accurate amounts Select the device you wish to remove cash from and click OK Upon completion of the withdrawal the Portal printer will issue a receipt listing the amounts removed and updated cash balances If you have the bill dispenser installed you MUST unlock the bill dispenser from this screen before attempting to remove c...

Page 66: ...ws you to shutdown or restart the Portal Once the Portal software is shutdown you may shutdown the unit at the main power switch inside the unit Note The shutdown function should always be executed before powering off the Portal The reload feature allows you to reload the device profile Figure 49 Shutdown Screen ...

Page 67: ...uality service possible When troubleshooting any issue verify that the power supply is providing power to the affected component Caution Only trained technicians should perform maintenance or repair procedures 10 1 Component Layout The following figures present the location of the Portal TI components Some of these figures include optional features Depending on the optional features purchased spec...

Page 68: ...28 Document Title Portal 3 Owners Manual Figure 50 Portal TI Front View Visible Components 10 1 2Inside the Portal TI Door Assembly The system components built into the Portal TI Unit door are laid out as shown in the following figure ...

Page 69: ...Manual Figure 51 Components Inside the Portal TI Door 10 1 3Inside the Portal TI Unit Case The following figure provides a block diagram showing the components located inside the Portal TI This drawing is intended to provide general component location information only ...

Page 70: ...r Supply This sub assembly provides 5V 12V and 24V power to the components of the Portal TI Hopper Cage This sub assembly houses the main and optional coin hoppers Vault Door This sub assembly includes the vault door itself a Medeco lock the Coin Acceptor and the Bill Validator Inside the door the coin bucket receives coins from the coin acceptor Miscellaneous IO Board This board is located inside...

Page 71: ...nected to the Carrier board at the Ethernet port 10 2 Cleaning and General Maintenance The Portal s plastic casing may be cleaned with a 1 to 1 solution of water and Simple Green concentrate Use a plastic brush in conjunction with the Simple Green solution to clean the unit After cleaning rinse the solution off the unit using a low pressure stream of water Dark Stains or colored gouges may be work...

Page 72: ...ith a damp rag 9 Reverse these steps to replace the hopper 10 3 Security Devices The Portal TI includes a built in alarm that is triggered by a shock sensor mounted on the door The following sections provide operations maintenance and troubleshooting procedures for these components 10 3 1Setting the Alarm To set the alarm close the door and then lock the unit If it has been properly set it will ch...

Page 73: ...ters This provides the most change dispensing options for the most common cash payment methods and gives you the added flexibility in selecting wash prices This configuration requires the Bill Dispenser and two hoppers 10 4 1Bill Dispenser Location The bill dispenser is installed in lower portion of the hopper cage The bill dispenser power cable connects to the spare power connector on the power d...

Page 74: ...ing them Pressure Unit This is the spring loaded plate that holds the bills in place There is a green handle attached and it can be locked in the fully open position by sliding it all the way back when loading bills 10 4 4Clearing Bill Dispenser Jams If there is a bill jam you will need to remove the jammed bill and then reseat the bill dispenser After removing the jammed bill verify the bill disp...

Page 75: ...ys Figure 56 Manual Knob and Transportation Area 3 After removing the jammed bill verify that the transportation belts are still properly aligned on their respective pulleys 10 4 4 2 Removing a Jammed Bill from the Dispensing Area 4 While pressing down the metal fitting of dispensing roller turn the manual knob and gently remove the jammed bill ...

Page 76: ... bill dispenser it is highly recommended that you dispense at least one bill using Maintenance Mode to verify operations and to initialize the bill dispenser To load bills use the following procedures 5 Open the Portal TI door 6 Unlock the bill validator 7 Pull the Bill Dispenser forward 8 Rotate the bill dispenser clockwise 9 Open the cassette door 10 Hold the stack of bills firmly in one hand an...

Page 77: ...P O R T A L Document Number PTL1028 Document Title Portal 3 Owners Manual Figure 58 Loading Instructions 12 Slide back the spring loaded bill holder until it locks ...

Page 78: ...59 Loading the Bill Dispenser 13 Insert the bills in groups of 100 up to 1 200 new bills 14 Slide the bill holder back into position 15 Close the cassette door 16 Rotate the bill dispenser counter clockwise until it snaps into place 17 Slide the bill stacker back into the Portal TI ...

Page 79: ...er PTL1028 Document Title Portal 3 Owners Manual 10 4 6Maintaining the Bill Dispenser The following photos show you how to clean the pick roller and the sensor in the bill dispenser Figure 60 Bill Dispenser Pick Roller Cleaning ...

Page 80: ...P O R T A L Document Number PTL1028 Document Title Portal 3 Owners Manual Figure 61 Bill Dispenser Sensor Cleaning ...

Page 81: ...nits 10 5 1Mars Bill Validator The Mars bill validator is provided as the bill validator from the manufacturer since 2010 10 5 1 1 Removing the Bill Stacker The bill stacker will hold up to 1 000 bills and is designed to allow quick and easy removal of stored money To empty the bill stacker hold the validator with one hand pushing the blue lock at the top of the validator with one of your fingers ...

Page 82: ... steps 1 Position the stacker behind the Mars Bill Validator with the hinged doors on the side and the back of the stacker facing away from you 2 Place the stacker against the bill validator 3 Align the tabs on the bill stacker just above the guide slots on the bill validator 4 Slide the stacker tabs into the guide slots and then down until it is fully seated as shown in the following figure ...

Page 83: ...ator Flash Codes The Mars Bill Validator is equipped with an internal diagnostic LED flash code system This LED flash code system is used to alert the operator of a failure or to indicate a need for servicing The flash code LED is located in the lower section of the validator below the stacker See the following figure for the LED location ...

Page 84: ...hes corresponds to a specific problem The following table lists the meaning of each set of flashes Many of these problems may be easily corrected without the need for technical assistance Table 2 Mars Bill Validator Flash Codes Flashes Diagnostic Code Description 1 Bill path jammed 2 Disabled from system 3 Needs cleaning 4 Cross channel blockade 5 Magazine stacker removed ...

Page 85: ...tor that sits just below the stacker and behind the bill mouth The bill mouth is the part of the bill validator that is used to pull in and analyze the bills that have been inserted Bills are pulled in by a system that draws them up into the main body Once they have been pulled in four photo optic sensors are used to scan them and send the information to the electronics Perform the following steps...

Page 86: ...P O R T A L Document Number PTL1028 Document Title Portal 3 Owners Manual Figure 66 Mars with Lower Housing Figure 67 Mars with Lower Housing Removed ...

Page 87: ...rd reader several times using both sides of the cleaning card because the Panasonic card reader can read the magnetic stripes from either side of the reader 10 6 2Troubleshooting the Card Reader The magnetic card reader typically reads both tracks 1 and 2 In nearly all card formats the important data is on track 2 Major credit cards encode the customer s name on track 1 In the event that track 1 i...

Page 88: ... alcohol to wipe the inner wall area inside the first two inches of the coin slot If the unit malfunctions and a good cleaning does not solve the problem reprogram the acceptor as described in Programming the IDX Acceptor 10 7 2Programming the IDX Acceptor The unit comes equipped to accept either U S quarters or dollar coins The unit will also accept site specific tokens In order to complete the p...

Page 89: ...following table to determine which rotary switch position corresponds to a particular coin output Table 4 IDX Program Configuration Coins IDX Rotary Switch Position Signal Line Number of Output Pulses Token 1 1 3 Determined by User Token 2 2 3 Determined by User Token 3 3 3 Determined by User Token 4 4 3 Determined by User 1 Coin 5 2 1 Quarters 6 1 1 10 7 3Programming the IDX to Accept 1 Coins The...

Page 90: ...n to program You are responsible for supplying your own bi metal tokens Tokens are not available through Unitec The Coin Acceptor accepts tokens ranging in size from 984 1 125 in diameter When programming site specific tokens it is important that you take into consideration the following items Tokens with a diameter of 984 are commonly used at nationwide arcade pizza stores The IDX coin acceptor w...

Page 91: ...t corresponds to the coin you wish to re program or erase 3 Depress the button located immediately to the right of the rotary switch only once 4 Return the rotary switch to zero without passing any coins through the acceptor This will erase the program that has been stored for that number 5 Return the front cover to the IDX 10 8 Coin Hopper The Portal TI is engineered with multiple self aligning c...

Page 92: ...n the hopper cage 10 8 1Removing the Hopper To remove your hopper pull the Hopper Drawer forward As you pull it forward lift on the rear to disengage the guide pin from the hopper cage 10 8 2Filling the Hopper Note When filling the hopper be sure to enter a Vault Event in the Portal TI Software recording the amount of cash entered The large opening at the top of the coin hopper has been added to i...

Page 93: ... reduce the possibility of clogs and jams 10 8 3Changing the Dispense Value Note The Portal TI is shipped with the equipment required to modify the hopper to dispense the dollar coin If you want your unit to dispense the dollar coin the coin hopper must be modified to accommodate the larger coin The dispense value of the Portal TI must also be changed to match the value of the dollar coin The defa...

Page 94: ...enser and set it aside Be careful not to damage the sensor wire connected to the side of the coin bucket 4 Separate the black hopper cube from the center of the metal body of the assembly by pressing in the round red locking tab while pushing the black hopper cube forward 5 Slide the red locking clasp downward Figure 71 Hopper View Removing the Hopper Cube Top ...

Page 95: ... Owners Manual 6 Slide the top piece of the black plastic hopper up and off to expose the dispensing wheel Figure 72 Hopper View Top Removed 7 Remove the dispensing wheel Figure 73 Dispensing Wheel Removed 8 Remove the guide arm cover from the coin exit opening ...

Page 96: ...ic hopper exactly as the old one was 12 Once the new guide arm and dispensing wheel have been replaced reinstall the coin guide arm cover 13 Slide the black plastic top back onto the hopper cube assembly Securely latch it in place by locking the clasp 14 Place the hopper cube back onto the mounting bracket and snap the locking tab back into place 15 Reattach the coin bucket by replacing the three ...

Page 97: ...nd to the Carrier board The Carrier board connector is labeled Channel A CN11 the top serial port on the carrier board The phone line connection is provided via a RJ 11 jack on the modem Each modem is pre programmed with the merchant account information before it is shipped You must have your merchant account set up in advance for this to be done 10 10Proximity Sensor 10 10 1 Proximity Sensor The ...

Page 98: ...nnectors are J4 Left and J5 Right Speaker wires are on pins 1 and 3 of each connector 10 11 1 Troubleshooting Table 5 Sound System Troubleshooting Symptom Possible Causes One side of audio is not working If you suspect a failed speaker you should try swapping speakers to see if it is the speaker is at fault or if the display I O board is at fault Distorted audio This is typically due to a faulty s...

Page 99: ...oor is unlocked The Maintenance mode has Input tests to show the status of each input as read by the software If the Maintenance mode indicates a problem with one of the switches perform the following procedure 1 Unplug the affected switch 2 Use a screwdriver to short out the pins on the corresponding board Shorting the pins should cause the LED to turn on 3 If the LED does not turn on there is so...

Page 100: ...nter uses paper rolls 2 28 to 2 36 wide by up to 400 The thermal printer is capable of printing graphics and barcodes as well as system reports Figure 76 Hecon Printer The following sections contain information and procedures important for peak operating performance Replacing the Printer Paper Cleaning the Head Clearing a Paper Jam Manually Printing a Self Test ...

Page 101: ...nd remove the paper jam 4 Once the jam has been dislodged replace the main printer assembly and relock the blue locking arms 5 Feed the paper into the slot marked Paper Insert 6 Test the printer 10 13 3 Manually Printing a Self Test If you ever question whether the printer is functioning properly you may have the system print a self test page This printout will cycle through each available charact...

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