P O R T A L
Document Number:
PTL1028
Document Title:
Portal 3 Owners Manual
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.
5.2
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.
5.3
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
