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S E N T I N E L

P R O P R I E T A R Y I N F O R M A T I O N A N D M A T E R I A L S O F U N I T E C I N C .

Reports

The Reports function allows you to view accounting information and product usage, filtered by ranges and

dates you specify. When a report is generated, the associated data will appear on the screen with Print

and Save functions. By selecting the Print button, you can print a copy of the report at your local printer.

The Save function allows the report data to be saved in .CSV format so it can be viewed and/or sorted in

standard 3

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 dispensed by the unit.

•

Transaction History

– Listing of transactions recorded at the unit for a user-defined time

period.

•

Code Listing

– Listing of wash codes (sold at a C-store POS or Pump) currently stored in

memory.

7.1

Site Revenue Report

Revenue reports can be generated for the current business day, previous day or for a user specified date

range. From the report view, the user can print a report copy or save an electronic version in .CSV format.

To view the Site revenue report, perform the following steps:

Figure 7.1. Site Revenue Settings

Select the day or date range and click Run Report.
An example report is shown below with descriptions of the included data.

Содержание Unitec

Страница 1: ...Sentinel Owner s Manual Unitec 443 561 1200 www StartwithUntiec com...

Страница 2: ...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 Operatio...

Страница 3: ...ons added Bonus Time feature to Paynode 1 74 2 7 2015 Added ability to add notes to database backups added ability to hide financial summary information from summary page added POS Test Utility added...

Страница 4: ...Added date range to Summary page 1 31 Sentinel 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 fo...

Страница 5: ...S E N T I N E L P R O P R I E T A R Y I N F O R M A T I O N A N D M A T E R I A L S O F U N I T E C I N C 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...

Страница 6: ...dule 8 4 3 3 Wash Dispensing 8 4 3 4 Added Services Dispensing 8 4 3 5 Wash Interface 8 4 3 6 Programming Hardware Devices 8 4 3 7 User Interface Set up 9 4 4 User Management 9 4 5 POS Interface 10 4...

Страница 7: ...t and Cleanup Database 59 10 2 2 Delete Old Codes 59 10 2 3 Automatic Backups Schedule for Server 60 10 2 4 Restore Factory Defaults 61 11 Component Operation and Maintenance 61 11 1 Component Layout...

Страница 8: ...in Hopper s Optional 77 11 7 1 Removing the Hopper Tray 77 11 7 2 Changing the Dispense Value 78 11 8 Proximity Sensor 80 11 9 Thermal Printer 82 11 9 1 Replacing the Printer Paper 83 11 9 2 Clearing...

Страница 9: ...1 Figure 6 2 Pre paid Account Program Edit Screen 22 Figure 6 3 Subscription Account Program Edit Screen 23 Figure 6 4 Prepaid Account Edit Screen 24 Figure 6 5 Loyalty Account Setup Screen 25 Figure...

Страница 10: ...Figure 10 4 Database Compact and Clean Screen 59 Figure 10 5 Delete Old Codes Screen 60 Figure 10 6 Automatic Backup Settings Screen 60 Figure 11 1 Sentinel Front View Visible Components 62 Figure 11...

Страница 11: ...te 85 Figure 11 34 Load Bills into Cassette 87 Figure 11 35 Tension Plate and Lid 88 Figure 11 36 Insert Cassette 89 Figure 11 37 Remove Reject Vault 90 Figure 11 38 Unlock and Open Reject Vault 91 Fi...

Страница 12: ...ormation on how to program the Sentinel please see the Sierra Management Application Operations Manual All of these manuals are available on the manufacturer s website www StartwithUnitec com 2 Log In...

Страница 13: ...change your password to a more secure password that is at least 7 characters long and contains both letters and numbers as shown below NOTE An administrative password is a user that has either User M...

Страница 14: ...mail address must have been entered into the User profile in order for the password to be emailed to you For more information please see Section 3 5 NOTE If you enter your password incorrectly 6 times...

Страница 15: ...net connection for Sierra Mobile phone with texting capabilities onsite Note MFA is only required for remote access points for example logging into Sierra through the router logging in remotely throug...

Страница 16: ...ou must click the Send Code to button to generate the security code and send it to their mobile device Figure 2 4 MFA Security Screen Once you receive the code on your mobile device you must enter it...

Страница 17: ...twork with a count of washes provided and associated revenue 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 ent...

Страница 18: ...o access this feature to change prices or change the Added Services that will be offered with the wash packages 4 3 Sentinel Programming The Sentinel s is configured by creating a device profile and d...

Страница 19: ...be added to the device profile per section 3 3 4 before it can be assigned to a wash package Token Dispensing When enabled one or more tokens will be dispensed with each purchase of the wash package...

Страница 20: ...r 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...

Страница 21: ...nctions 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 s...

Страница 22: ...he wash after the token has been accepted Credit is not allowed when paying a balance remainder when tokens are used to purchase the wash NOTE Coupons are not supported for Canadian sites Figure 5 1 P...

Страница 23: ...that are scheduled to automatically 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...

Страница 24: ...ed by 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...

Страница 25: ...cent 3 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 e...

Страница 26: ...divided by the number of attempts in percent 3 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 T...

Страница 27: ...git code from the coupon For a Fundraiser 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 maxi...

Страница 28: ...shown in the sample 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 th...

Страница 29: ...netary 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 us...

Страница 30: ...curring 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 Redem...

Страница 31: ...usiness 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 a...

Страница 32: ...21 Figure 6 1 Account Program Screen To setup a new account program select from either Pre paid Subscription or Loyalty from the drop down menu below the table and click Add New Account Program The E...

Страница 33: ...reported when a new account is issued or sold and then enter the Value for which the account can be redeemed This field is not present on Subscription accounts 4 You may limit the use and only allow...

Страница 34: ...or selling price that will be reported when a new account is issued or sold and then enter the Value for which the account can be redeemed This field is not present on Subscription accounts 4 If desir...

Страница 35: ...current accountholders will be displayed along with search functions to find a specific account To view details of an account click Edit next to the account To setup a new account select the account t...

Страница 36: ...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 Ca...

Страница 37: ...or a percentage 4 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 5 Select and enter usage l...

Страница 38: ...sample status 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 t...

Страница 39: ...ss Account Category Account Program Police Dept 11 20 2014 Active 75977722 Fleet Police Dept 11 20 2014 Active 53941127 Fleet Police Dept 11 20 2014 Active 87388234 Fleet Rogers Steve 11 20 2014 Activ...

Страница 40: ...5487623 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 6 10 Sample Account Loyalty Report Fleet Report The fleet report provides a list of all us...

Страница 41: ...A R Y I N F O R M A T I O N A N D M A T E R I A L S O F U N I T E C I N C 30 Figure 6 11 Sample House Account Fleet Report The Fleet Report contains the following information for the specified time p...

Страница 42: ...ge that was 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 t...

Страница 43: ...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...

Страница 44: ...the account Account Transaction Report Figure 6 13 Account Transaction Report The Account Transaction Report displays all transactions over a user defined date range The report can be filtered to sho...

Страница 45: ...l 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 dispensed...

Страница 46: ...30 0 00 10 95 Added Services Total 0 0 0 00 0 00 0 00 0 00 Automatic Totals 1 397 00 40 30 1 437 30 0 00 10 95 Self Serve Products Self Serve Wash 122 107 481 13 0 00 481 13 0 00 4 50 Dog Wash 3 1 10...

Страница 47: ...re 7 2 Sample Site Revenue Report Revenue Summary Provides a wash count breakdown of purchased and pre paid transactions and average sales value The prepaid column includes prepaid house accounts and...

Страница 48: ...type cash external fleet prepaid cards or accounts and subscriptions Discounts Applied Provides the type of discount and monetary value of the discount 7 2 Sales Report The Sales report shows the pro...

Страница 49: ...and includes washes dispensed using codes or maintenance accounts The usage metric shows the percentage of activations for each wash type Self serve wash packages are displayed by purchase type cash...

Страница 50: ...The usage metric shows the percentage of activations for each wash type Payments Provides a list of payment methods used with the percentage of use based on value 7 3 Cash Report The cash report provi...

Страница 51: ...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 cash from a cash acceptor or dispen...

Страница 52: ...he Cash Added entry is the amount of cash that was added to restock change dispensers The Cash Removed entry is the amount of cash that was removed from any of the cash devices cash acceptors or chang...

Страница 53: ...tions for a single payment device on the site Products show transactions where a specific product wash or added service was purchased Payment Type show transactions where a specific payment type cash...

Страница 54: ...the house account used The Transaction status will be shown as processed transaction was completed cancelled customer cancelled the transaction before it could be completed or pending transaction was...

Страница 55: ...plicable to sites that use the optional POS interface or console for wash code sales It can be used to check the status of a specific code by entering all or part of the code number Figure 7 10 Code L...

Страница 56: ...s 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 in...

Страница 57: ...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 For further instruction please see Section 3 6 Figure 8 1 Sales Scr...

Страница 58: ...C I N C 47 To purchase a wash package select one of the washes then click Purchase Figure 8 2 Purchase Wash Package Screen A code will be generated and displayed on the screen You may then print the...

Страница 59: ...N A N D M A T E R I A L S O F U N I T E C I N C 48 To purchase a new account click on the account Figure 8 4 Account Purchase 1 Select code or card 2 Enter the account number 3 Enter the account holde...

Страница 60: ...I O N A N D M A T E R I A L S O F U N I T E C I N C 49 To reload an account click Reload and enter the account number Figure 8 5 Reload Account Screen Ensure the account holder s information is correc...

Страница 61: ...E T A R Y I N F O R M A T I O N A N D M A T E R I A L S O F U N I T E C I N C 50 To issue a rewash code click Rewash then select the wash to issue the code Figure 8 7 Rewash Selection Screen Figure 8...

Страница 62: ...select the report 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 t...

Страница 63: ...splay Setup This key allows you to access the Management System pages to edit Sentinel configuration settings designate the Sentinel as the master and to run a ping test to the Sierra Server that s ru...

Страница 64: ...low an authorized user to deposit or remove cash into or from the Sentinel vault This will reset the cash totals Note the Cash function should be used whenever change is restocked or cash is removed f...

Страница 65: ...ash you must remove ALL cash from that selected device in order for the Sentinel to report accurate amounts Select the device you wish to remove cash from and click OK Upon completion of the withdrawa...

Страница 66: ...feature allows you to shutdown or restart the Sentinel Once the Sentinel software is shutdown you may shutdown the unit at the main power switch inside the unit Note The shutdown function should alwa...

Страница 67: ...s if any the server IP address as allocated by the router and the database ID It also displays the time and date and allows you to restart or shutdown the server from that screen without requiring a l...

Страница 68: ...1Enable Support Mode Enable Support 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 Custom...

Страница 69: ...on of the system in 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 u...

Страница 70: ...Database function allows you to delete old transactions from the database This will delete old information from reports and free up memory To compact and cleanup the database Figure 10 4 Database Com...

Страница 71: ...utomatic Backups Schedule for Server To schedule Automatic backups click on Edit Automatic Backup Settings Figure 10 6 Automatic Backup Settings Screen 1 Click Enable Automatic Backups then select the...

Страница 72: ...rocedures are designed to provide you with the hardware troubleshooting and service information you need in order to provide your customers with the highest quality service possible When troubleshooti...

Страница 73: ...S E N T I N E L P R O P R I E T A R Y I N F O R M A T I O N A N D M A T E R I A L S O F U N I T E C I N C 62 Figure 11 1 Sentinel Front View Visible Components...

Страница 74: ...S E N T I N E L P R O P R I E T A R Y I N F O R M A T I O N A N D M A T E R I A L S O F U N I T E C I N C 63 Figure 11 2 Sentinel Door Left Interior...

Страница 75: ...I A L S O F U N I T E C I N C 64 Figure 11 3 Sentinel Door Right Interior 11 1 2Inside the Sentinel The following figure provides a photograph showing the components located inside the Sentinel This...

Страница 76: ...S E N T I N E L P R O P R I E T A R Y I N F O R M A T I O N A N D M A T E R I A L S O F U N I T E C I N C 65 Figure 11 4 Electronic Components Inside the Sentinel Case Left Side...

Страница 77: ...e cash vault is secured by Medeco locks on the top and bottom and is wired to the system alarm to provide greater security Inside the cash vault you will find the bill acceptor coin acceptor coin bin...

Страница 78: ...gouges may be worked out of the plastic case or plastic door with a steel wool pad or Brillo pad WARNING Do not use a pressure washer to clean the unit WARNING Do not direct water except in a small d...

Страница 79: ...S E N T I N E L P R O P R I E T A R Y I N F O R M A T I O N A N D M A T E R I A L S O F U N I T E C I N C 68 Figure 11 6 Mars Bill Validator Stacker Figure 11 7 Mars Bill Validator Top View...

Страница 80: ...s 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 Figure 11 8...

Страница 81: ...ch number of flashes 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 assist...

Страница 82: ...the Bill Validator 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 Bil...

Страница 83: ...S E N T I N E L P R O P R I E T A R Y I N F O R M A T I O N A N D M A T E R I A L S O F U N I T E C I N C 72 Figure 11 10 Mars with Lower Housing Figure 11 11 Mars with Lower Housing Removed...

Страница 84: ...atthefactory andshouldnotbemodified The Mars Bill Validator allows programming for a maximum security setting as well as a setting for a specified direction that a bill can be inserted These options a...

Страница 85: ...card reader acceptance rate will begin to decline It is best to clean your card reader using card reader cleaning cards These cleaning cards may be purchased directly from your distributor or from th...

Страница 86: ...hese directions exactly The IDX acceptor will average the variances in these different sample coins during programming and calculate a more accurate reference model Using less than six different coins...

Страница 87: ...he acceptor and verify that the light LED blinks after the last coin has been entered 4 Move the rotary switch back to the position labeled 0 11 6 3Programming the IDX to Accept Quarters Follow the st...

Страница 88: ...nd verify that the red light LED blinks several times after the last token has been entered 4 Reset the rotary switch to 0 and replace the front cover If more tokens are required refer to Programming...

Страница 89: ...nging the Dispense Value 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 Sentinel device profile must also b...

Страница 90: ...S O F U N I T E C I N C 79 4 Slide the top piece of the black plastic hopper up and off to expose the dispensing wheel Figure 11 15 Hopper View Top Removed 5 Remove the dispensing wheel Figure 11 16...

Страница 91: ...n place by locking the clasp 12 Place the hopper cube back onto the mounting bracket and snap the locking tab back into place 13 Reattach the coin bucket by replacing the three screws you removed prev...

Страница 92: ...yellow LED will flash off then on again after 2 seconds 3 Place the flat object in front of the proximity sensor at the MINIMUM distance you wish the proximity sensor to detect approaching vehicles at...

Страница 93: ...er The Hecon printer 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 11 18 Hecon Printer The following...

Страница 94: ...ue locking arms on the sides of the printer assembly pull them out and remove the main printer assembly by lifting it up and out 3 Locate and remove the paper jam 4 Once the jam has been dislodged rep...

Страница 95: ...ash from the Sentinel as change It dispenses 1 and 5 bills from two cassettes The following figure shows the bill dispenser with the primary components labeled Figure 11 19 Bill Dispenser Parts Removi...

Страница 96: ...he Bill Cassette 1 Use the handle and support the cassette underneath Slide the cassette straight out Figure 11 21 Unlock Cassette 2 Open the cassette by simultaneously pressing the green button and l...

Страница 97: ...eparate the bills from each other by o Striking the bundle hard against the edge of a table or similar object o Flipping through each bundle of bills in both directions at both ends If you are using u...

Страница 98: ...1 Place the prepared bills into the back of the cassette closest to the hinge The bills should lean slightly but evenly onto the metal bill plate in the back of the cassette Pay special attention to l...

Страница 99: ...ion Plate and Lid 3 Move the tension plate towards the bills close enough to hold the bills into the correct position when closing the lid and inserting the cassette into the bill dispenser 4 Close th...

Страница 100: ...igure 11 24 Insert Cassette 5 Using the handle and supporting the cassette underneath slide the cassette straight into the machine making sure the 1 cassette is loaded into the top slot and the 5 cass...

Страница 101: ...indow located on the front of the vault by the release switch The color indicator shows a green window when the Reject Vault is opened for collection and when it is ready for use The color indicator s...

Страница 102: ...vault is locked when it is removed from the dispenser To open the vault turn the small switch on the front counterclockwise and lift the lid Release the handle 3 Remove the rejected bills 4 Turn the l...

Страница 103: ...of the vault should be raised in the back to accept the rejected bills The vault is now open and ready to be used Clearing Bill Dispenser Jams If there is a bill jam you will need to remove the jammed...

Страница 104: ...P R O P R I E T A R Y I N F O R M A T I O N A N D M A T E R I A L S O F U N I T E C I N C 93 Figure 11 28 Release Back Flaps 3 Press the yellow snap fits to release the back flaps Figure 11 29 Clear...

Страница 105: ...lear the bill path of bills 5 Close the lids carefully Removing a Jammed Bill from Bill Transport Path Figure 11 30 Unlock the Top Lid 1 Release the latches on the top lid of the bill dispenser by pul...

Страница 106: ...Bill Path 3 Open both bill transport flaps by releasing the yellow snap fits at each outer side and folding the lids out 4 Remove all jammed bills 5 Close the Bill Transport flaps by pressing each out...

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