Wireless Service Advisor (WSA)

Transcription

1 Wireless Service Advisor (WSA) Hand-Held Portable Greeter System User Manual Version 1.0 December 12, 2007 Copyright 2007 Innovative Control Systems, Inc. Portions of this document may contain information that is ICS proprietary

2 WSA Hand Held Portable Greeter System User Manual Version December 12, Copyright 2007 Innovative Control Systems, Inc.

3 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Information in this manual is subject to change without notice. Companies, names and data used in examples within the manual are fictitious unless otherwise noted. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose without the express written permission of Innovative Control Systems, Inc Innovative Control Systems, Inc. All rights reserved. Innovative Control Systems, Inc Jacobsburg Road Wind Gap, PA (610) Copyright 2007 Innovative Control Systems, Inc. 3

4 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 WSA Hand-held Portable Greeter System Standard Features LCD color screen Full range keyboard Built-in keypad Built-in bar-code scanner Microsoft Windows Mobile operating system Wireless thermal printer Wireless network connectivity with a built-in antennae Reprint lost tickets Displays last 6 customer transactions Employees can be clocked in and out Hourly stats can be viewed Options Available as a point-of-sale device Credit card reader Management software license Specifications 3" W 6" L 1 ½" D Related Documents Wireless Service Advisor Installation Guide MC 70 Enterprise Digital Assistant User Guide 4 Copyright 2007 Innovative Control Systems, Inc.

5 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Table of Contents 1. SETTING UP THE HAND HELD IN TUNNEL MASTER Versioning Considerations...11 Enabling User Access for Wireless Configuration Settings...11 Creating the Hand Held Machine Key...12 Adding a Printer to the Hand Held...13 Configuring Hand Held PLU Services USING HAND HELD INPUT DEVICE OPTIONS Using the Scanner...18 Linear Scanning Using the Magnetic Stripe Reader (MSR)...19 Attaching and Removing the MSR Using the MSR Enabling the MSR Using the Stylus...21 Using the On-Screen Keyboard...21 Entering Text Using Block Recognizer...22 Entering Text Using Letter Recognizer...22 Using the QWERTY Keypad...23 Using the Numeric Keypad...24 Locating Other Hand Held Device Controls CONNECTIONS Confirming the Wireless Connection GETTING STARTED WITH ICS HAND HELD CLIENT SOFTWARE Starting the ICS Hand Held Client...26 Adding the ICS Hand Held Client to the Start Menu Starting the ICS Hand Held Client Clocking In...26 Greeter Login Screen...27 Opening Bank...27 Mismatched Bank Configurations Overview...28 About the Virtual Safe and Hand Held Devices...29 Establishing Correct Usage Processes for Hand Held Devices...29 Hand Held As POS or POS with Bar-code Ticketing, Virtual Safe Available Hand Held As POS or POS with Bar-code Ticketing, Virtual Safe Unavailable Hand Held As Presell Copyright 2007 Innovative Control Systems, Inc. 5

6 WSA Hand Held Portable Greeter System User Manual Version December 12, USING HAND HELD CASH MANAGEMENT About the Hand Held Cash Management Screen...32 About Adding and Removing...34 Adding Money to the Hand Held...34 Removing Money from the Hand Held PROCESSING CUSTOMER TRANSACTIONS Viewing the Transactions Screen...37 Viewing Plate Information...38 Using the Barcode Scanner to View Plate Information About the Plate Information Screen Viewing Customer History Data for Tracked Services...40 Adding Default Customer Data at the Hand Held...41 Adding Base, Extra and Misc. Services to the Transactions List...41 Adding a Base Service to the Transactions List Adding an Extra Service to the Transactions List Adding a Misc. Service to the Transactions List Removing a Service From the Transactions List Clearing the Transactions List Finalizing a Transaction...46 About the Select Payment Screen Finalizing Cash Payments Finalizing Credit Card Payments Finalizing Fleet Card Payments Finalizing Gift Card Payments Finalizing Multiple Payment Types Changing a Transaction to a Presell Ticket Printing Transaction Tickets at a Presell Hand Held USING THE OPTIONS MENU COMMANDS About the Options Menu...57 Using the Refresh Services Command...57 Using the Deposit Command...58 Availability of the Deposit Command Using the Stacking Command...60 Using the Time Clock Command...61 Clocking In...61 Clocking Out...62 Using the Greeter Login Screen or Change Greeter Command...63 About the Close Shift Command, Virtual Safe Available...64 Procedure for Close Shift Command, Virtual Safe Available About the Close Shift Command, Virtual Safe Unavailable...65 Procedure for Close Shift Command, Virtual Safe Unavailable REPORTS MENU About the Reports Menu Copyright 2007 Innovative Control Systems, Inc.

7 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Using the Sales Statistics Command...67 Using the Hourly Statistics Command...68 Using the Balance Inquiry Command...70 Using the Cars on Stack Command...71 Using the Reprint Ticket Command PRINTER About the Printer...73 MAC Address...73 Icons...74 LCD Settings...74 Receipts...75 Tickets...76 Mobile Printer Troubleshooting...77 Mobile Printer Preventive Maintenance FAQ How Do I Restart the Hand Held After It Goes To Sleep?...77 How Do I Stop the Hand Held From Going To Sleep?...77 How Do I Get the Backlight to Turn On?...78 How Do I Close the ICS Hand Held Client Application?...78 How Do I Turn Off the Hand Held?...78 Can I Void, Credit or Refund a Transaction at the Hand Held?...78 How Do I Change the Payment Method After a Transaction Has Been Posted?...78 Can I Change the Greeter for a Specific Transaction?...78 Why Do I See the No Open Shifts Message In Tunnel Master?...78 Can I Edit the Data for a Closed Shift?...78 Why Do I See the Employee Not Clocked In Message?...79 Can I Scan a Presell Ticket with the Hand Held?...79 What Is the Difference Between Logging In As a Greeter and Clocking In?...79 Can I Set the Date to See Past Transactions in the Hand Held Cash Management Screen?..79 Copyright 2007 Innovative Control Systems, Inc. 7

8 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 List of Figures Figure 1. Wireless Configuration User Access Rights Figure 2. Machine Key Dialog Box Figure 3. Point of Sale Setup Figure 4. Initial Hand Held Services Screen Figure 5. Hand Held Services with Assigned PLUs Figure 6. Base Services on the Hand Held Figure 7. Linear Scanning Figure 8. Linear Scanning Aiming Pattern Figure 9. Magnetic Stripe Reader (MSR) Figure 10. MSR Card Swiping Figure 11. On-screen Keypad Figure 12. QWERTY Keypad Details Figure 13. Numeric Keypad Details Figure 14. Hand Held POS Device Details Figure 15. Opening Bank Figure 16. Mismatched Bank Figure 17. Usage Flow Diagram for Hand Held as POS with Virtual Safe Available Figure 18. Usage Flow Diagram for Hand Held as POS with Virtual Safe Unavailable Figure 19. Usage Flow Diagram for Hand Held as Presell Figure 20. The Hand Held Cash Management Screen Figure 21. Preparing a $ Add in the Hand Held Cash Management Screen Figure 22. A Final $ Adds Entry in the Hand Held Cash Management Journal Figure 23. Preparing a $ Remove in the Hand Held Cash Management Screen Figure 24. A Final $ Removes Entry in the Hand Held Cash Management Journal Figure 25. Transactions Screen Figure 26. Plate Information Screen with No Customer Data Figure 27. Plate Information Screen with Customer Data Figure 28. Customer History Figure 29. Base Wash Selection Screen Figure 30. Transaction Screen with Base Service Figure 31. Extra Services Selection Screen Figure 32. Misc. Services Profit Centers Figure 33. Miscellaneous Service Selection Screen Figure 34. Select Payment Screen Figure 35. Cash Payment Screen Copyright 2007 Innovative Control Systems, Inc.

9 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 36. Sale Complete Screen for a Cash Transaction Figure 37. Sale Complete Screen Showing $10.00 Change Due Figure 38. Credit Card Payment Screen Figure 39. Sale Complete Screen for a Credit Card Transaction Figure 40. Fleet Card Payment Screen Figure 41. Sale Complete Screen for a Fleet Card Transaction Figure 42. Gift Card Payment Screen Figure 43. Sale Complete Screen for a Gift Card Transaction Figure 44. Select Payment Screen with Partial Amount Applied to Gift Card Figure 45. Pre-Sell Message Box Figure 46. Options Menu Figure 47. Deposit Screen Figure 48. Deposited Funds Successfully Message Figure 49. Deposit Entry in Cash Management Journal Figure 50. Options Menu with Stacking Figure 51. Options Menu without Stacking Figure 52. Clock In Dialog Box Figure 53. Clock Out Dialog Box Figure 54. Greeter Login Dialog Box Figure 55. Employee Not Clocked In Message Figure 56. Ending Bank Dialog Box Figure 57. Reports Menu Figure 58. Sales Statistics Figure 59. Hourly Statistics Figure 60. Gift Card Balance Inquiry Screen Figure 61. Gift Card Balance Figure 62. Cars on Stack Message Figure 63. Hand Held POS Printer Detail Figure 64. Partial Status Report Showing MAC Address Figure 65. Sample POS Receipt, No Bar Code Figure 66. Sample Ticket from Hand Held with Presell Ticketing Copyright 2007 Innovative Control Systems, Inc. 9

10 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 List of Tables Table 1. PLU Configurations for Hand Held Devices Table 2. Options Menu Functions Table 3. Reports Menu Functions Table 4. Hand Held POS Printer Icons Table 5. Mobile Printer Settings Table 6. Mobile Printer Troubleshooting Copyright 2007 Innovative Control Systems, Inc.

11 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Setting Up the Hand Held in Tunnel Master This part explains how to configure Tunnel Master software for use with a WSA Hand- Held Portable Greeter System (referred to in this document as a Hand Held). It includes the following sections: Versioning Considerations on page 11. Enabling User Access for Wireless Configuration Settings on page 11. Creating the Hand Held Machine Key on page 12. Adding a Printer to the Hand Held on page 13. Configuring Hand Held PLU Services on page 14. Versioning Considerations Release 1.0 of this document included content based on the following ICS software versions: Hand Held Client software version Tunnel Master software version build 7. Web Services version Subsequent updates are summarized in Table 7. Document Change History, which can be found near the end of this user manual. Enabling User Access for Wireless Configuration Settings You must first set up user security access for the Hand Held in Tunnel Master. Follow these steps: 1 Select Security > Users, and then select a user. 2 Click Access. The User Access Screen appears for the user. 3 In the Menu area, scroll down to select Config. 4 In the Menu Name area, select Wireless Configuration. 5 In the Access area, select View. The user can now view and change settings for the Hand Held. Copyright 2007 Innovative Control Systems, Inc. 11

12 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 1. Wireless Configuration User Access Rights 6 Click Exit when you are finished. The setting is saved. Creating the Hand Held Machine Key In the Machine Setup screen, you can create a Hand Held machine key as a new device recognized by Tunnel Master. Note: Before you begin, you need to know the corresponding Machine_ID value for the Hand Held device in the CONFIG.DB file. Contact ICS support if you are not sure how to access this information. To create the Hand Held machine key, follow these steps: 1 Select Config > Machine Setup. The Machine Setup screen appears. 2 Select File > Add. A new machine key number is created and the Machine Key dialog box is available to edit. 3 Select the correct number in the Machine ID box. This is the number corresponding to the Machine_ID field in the CONFIG.DB file. 4 Type a description in the Description box. 12 Copyright 2007 Innovative Control Systems, Inc.

13 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 2. Machine Key Dialog Box 5 Click Save (you do not need to select any other options). The Machine ID for the Hand Held device is associated with the new Machine Key. Adding a Printer to the Hand Held You can add a wireless printer to the Hand Held device in the Point of Sale Setup screen. Note: You will need the name and IP address for the wireless printer at your site. Default values are provided in the steps below. However, your actual settings may be different. Contact ICS support if you need assistance. Follow these steps for basic configuration settings: 1 Select Config > Point of Sale Configuration > Point of Sale Setup. The Point of Sale Setup screen appears. 2 Select the Hand Held machine ID number in the Machine ID box. 3 Click Edit. The Point of Sale setup box is available to edit. 4 Select a wireless printer in the Receipt Printer box. Default is ZEBRA. 5 In the Receipt Copies box, type 1 to print a single receipt. 6 In the HH Printer IP box, type the printer IP address and a colon followed by the printer port number. Default is : In the Receipt Top Margin box, type a value. Copyright 2007 Innovative Control Systems, Inc. 13

14 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Default is 0. 8 In the Barcode Printer box, select a printer. Default is ZEBRA. 9 In the Number of Copies box, type 1 to print a single ticket. 10 In the Receipt Message area, type a receipt message. Figure 3. Point of Sale Setup 11 Click Save when you are finished. The wireless printer is added to the Hand Held. Configuring Hand Held PLU Services You can add, remove and reorder which PLU services are available at the Hand Held. You can add PLUs to the following lists: Base. For base wash services. Extra. For extra services such as tire shine. Also useful for zero-dollar services such as wrap retract. Misc. For all non-wash services such as lube center PLUs, impulse items and gift card adds. The following table describes which PLUs can be applied to each list. Table 1. PLU Configurations for Hand Held Devices If you want to add a PLU to this list... The profit center must be... And the Description must be... Explanation Base WA, WD Base Must be a wash or wash detail profit center (i.e., WA or WD appears in the Profit Center column). 14 Copyright 2007 Innovative Control Systems, Inc.

15 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Table 1. PLU Configurations for Hand Held Devices If you want to add a PLU to this list... The profit center must be... And the Description must be... Explanation Must be a base service (i.e., Base appears in the Description column). Extra WA, WD Extra, Discount, Other Must be a wash or wash detail profit center (i.e., WA or WD appears in the Profit Center column). Must be an extra service (i.e., Extra, Discount, Other, etc. appears in the Description column). Misc CB, GP, IM, LB, PG, WG, WF, etc. Extra, Discount, Other Must be a miscellaneous service (i.e., IM, LB, WG, etc. appears in the Profit Center column). Must be an extra service (i.e. Extra, Discount, Other, etc.) appears in the Description column. To assign PLUs to a Hand Held, follow these steps: 1 Select Config > Hand Held > Wireless Configuration. The Hand Held Services screen appears listing all available PLUs. 2 Add, remove and reorder services: Figure 4. Initial Hand Held Services Screen To Add a service to the Hand Held, select a service in the PLU area, and then click Add in the Base, Extra or Misc list. Note: See Table 1. PLU Configurations for Hand Held Devices for an explanation of valid PLUs for each list. Copyright 2007 Innovative Control Systems, Inc. 15

16 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 To Remove a service from the Hand Held, select a service in a Base, Extra or Misc list, and then click Remove. To reorder services, click Up or Down in a Base, Extra or Misc list. Services are displayed on the Hand Held device in the order they appear in the list. 3 Continue assigning services, and then click Exit when you are finished. The services are saved and will appear on the Hand Held. Tip: If the Hand Held is active, select Options > Refresh Services to update the PLU selections after you make changes in the Hand Held Services screen. Figure 5. Hand Held Services with Assigned PLUs 16 Copyright 2007 Innovative Control Systems, Inc.

17 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 6. Base Services on the Hand Held Note: All PLUs appearing in the Extra list are displayed on the Hand Held, regardless of the base wash chosen by the customer. For example, suppose PLU 1 (Royal Flush Wash) includes PLU 11 (Wax). If the customer buys a Royal Flush Wash, then Wax will still appear as an option in the Extra services list. Therefore, employees must know what extra services are included with base washes so they do not mistakenly charge customers for extra services included with base washes. Copyright 2007 Innovative Control Systems, Inc. 17

18 WSA Hand Held Portable Greeter System User Manual Version December 12, Using Hand Held Input Device Options This part includes descriptions and step-by-step procedures on how you can use various input methods to interact with the Hand Held device. It includes the following main sections: Using the Scanner on page 18. Using the Magnetic Stripe Reader (MSR) on page 19. Using the Stylus on page 21. Using the On-Screen Keyboard on page 21. Entering Text Using Block Recognizer on page 22. Entering Text Using Letter Recognizer on page 22. Using the QWERTY Keypad on page 23. Using the Numeric Keypad on page 24. Locating Other Hand Held Device Controls on page 25. Note: More detailed descriptions on how to use Hand Held features such as the stylus, status icons, and function buttons, along with a list of available accessories, and a troubleshooting guide, are included in the MC70 Enterprise Digital Assistant User Guide, document number 72E , which you can download from the Symbol product manuals page: Using the Scanner Note: More detailed information on how to use software-based features such as the on-screen keyboard, block recognizer and letter recognizer, along with other Microsoft Windows Mobile operating system features, can be found on the Windows Mobile home page: You can use the scanner to read customer club cards with barcodes. Card information, such as customer profile and license plate, will appear in the Hand Held transaction screen. Before using the scanner, a greeter must log in. See Chapter 4, Getting Started with ICS Hand Held on page 26. Linear Scanning 1 Aim the scan window at the bar code. 18 Copyright 2007 Innovative Control Systems, Inc.

19 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 7. Linear Scanning 2 Press the scan button. Ensure the red scan beam covers the entire bar code. The Scan/Decode LED lights red to indicate that scanning is in process, then lights green and a beep sounds, by default, to indicate the bar code was decoded successfully. Figure 8. Linear Scanning Aiming Pattern Using the Magnetic Stripe Reader (MSR) When attached to the Hand Held, the MSR allows the Hand Held to capture data from magnetic stripe cards. You can use the MSR to finalize customer transactions for credit card, gift card and fleet card payment types. Attaching and Removing the MSR To attach, slide the MSR onto the bottom of the EDA and secure by snapping the arms into the EDA housing. Copyright 2007 Innovative Control Systems, Inc. 19

20 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 9. Magnetic Stripe Reader (MSR) To remove the MSR open the arms and pull the MSR from the EDA. Using the MSR Swipe the magnetic stripe card through the MSR, with the magnetic stripe on the card facing down. Figure 10. MSR Card Swiping 20 Copyright 2007 Innovative Control Systems, Inc.

21 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Swipe the card in either direction, from left to right or from right to left. For best results, gently press down on the card while swiping to ensure contact with the bottom of the reader. Enabling the MSR If the MSR becomes unresponsive, follow these steps: 1 To quit ICS Hand Held client software, do one of the following. Tap Quit on the Greeter Login screen. Tap Options > Change Greeter, and then tap Quit on the Greeter Login screen. 2 Reattach the MSR to the Hand Held unit. 3 Tap Start > ICS Hand Held Client to restart the software. The MSR is available. You can begin swiping cards. Using the Stylus Use the Hand Held stylus to select items and enter information. The stylus functions as a mouse. Tap: Touch the screen once with the stylus to press option buttons and open menu items. Tap and Hold: Tap and hold the stylus on an item to see a list of actions available for that item. On the pop-up menu that appears, tap the action to perform. Drag: Hold the stylus on the screen and drag across the screen to select text and images. Drag in a list to select multiple items. Note: Symbol recommends using the spring-loaded tip of the stylus to write on the screen, and the back end of the stylus to tap the screen. Use your finger, not the stylus, to press the Power button and keypad buttons. Note: To prevent damage to the screen, do not use any device other than the Symbol-provided stylus. Using the On-Screen Keyboard Select the keyboard icon to display the on-screen keyboard. Using this option, the numbers/letters can be entered with the stylus. Copyright 2007 Innovative Control Systems, Inc. 21

22 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 11. On-screen Keypad You can enter text by tapping keys on the keyboard that is displayed on the screen. 1 In a program, tap the Input Selector arrow, and then Keyboard. 2 Enter text by tapping keys on the on-screen keyboard. Note: To make the keys larger, tap the Input Selector arrow, and then Options. In the Input method list, select Keyboard, and then tap Large Keys. Entering Text Using Block Recognizer With Block Recognizer, you use a single stroke to write letters, numbers, symbols, and punctuation, which are then converted into typed text. 1 From a program, tap the Input Selector arrow and then Block Recognizer. 2 Write characters, numbers, and symbols in the designated writing area. Enter letters by writing in the abc (left) area of the box Enter numbers by writing in the 123 (right) area of the box. Enter symbols and punctuation by tapping in either area of the box and then writing the desired character. Note: For help with writing characters with Block Recognizer, tap the question mark near the writing area. Entering Text Using Letter Recognizer With Letter Recognizer, you can write individual letters, numbers, and punctuation and have them converted into typed text. 1 From a program, tap the Input Selector arrow, and then Letter Recognizer. 2 Write characters, numbers, and symbols in the designated writing area. Enter capital letters by writing in the ABC (left) area of the box. Enter lower case letters by writing in the abc (middle) area of the box. Enter numbers by writing in the 123 (right) area of the box. Enter punctuation and symbols by tapping in either area of the box and then writing the desired character. 22 Copyright 2007 Innovative Control Systems, Inc.

23 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Note: For help with writing characters with Letter Recognizer, tap the question mark near the writing area. Using the QWERTY Keypad The QWERTY keypad produces the 26-character alphabet (A-Z, both lowercase and uppercase), numbers (0-9), and assorted characters. The keypad is color-coded to indicate which modifier key to press to produce a particular character or action. The keypad default is alphabetic, producing lowercase letters. SCROLL KEYS: UP, DOWN, LEFT, RIGHT OPERATES THE SCANNER LOCKS THE KEYPAD IN ORDER TO USE THE NUMBER KEYS Figure 12. QWERTY Keypad Details Blue Key (left) Launches applications (shown on the keypad in blue). Press the Blue key once to activate this mode temporarily, followed by another key. This displays the following icon at the bottom of the screen, until a second key is pressed: Press the Blue key twice to lock this mode. This displays the following icon at the bottom of the screen: Press the Blue key a third time to unlock. Press and hold the Blue key while selecting a sequence of keys to activate this mode temporarily. This displays the following icon at the bottom of the screen as long as the key is pressed: Orange Key (right) Accesses the secondary layer of characters and actions (shown on the keypad in orange). Press the Orange key once to activate this mode temporarily, followed by another key. This displays the following icon at the bottom of the screen, until a second key is pressed: Press the Orange key twice to lock this mode. This displays the following icon at the bottom of the screen: Copyright 2007 Innovative Control Systems, Inc. 23

24 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Press the Orange key a third time to unlock. Press and hold the Orange key while selecting a sequence of keys to activate this mode temporarily. This displays the following icon at the bottom of the screen as long as the key is pressed: Using the Numeric Keypad The numeric keypad contains application keys, scroll keys, and function keys. The keypad is color-coded to indicate the alternate function key (blue) values. Note that an application can change keypad functions so the Hand Held keypad may not function exactly as described. Figure 13. Numeric Keypad Details Use this key to launch applications or access items (shown on the keypad in blue). Press the Blue key once to activate this mode, followed by another key. A single press displays the following icon at the bottom of the screen, until a second key is pressed: A single press displays the following icon at the bottom of the screen: Press the Orange key a second time to return to the normal state. Press the Orange key, then the Shift key to add a temporary shift (that applies only to the next key pressed) to the orange lock state. This displays the following icon at the bottom of the screen: 24 Copyright 2007 Innovative Control Systems, Inc.

25 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Locating Other Hand Held Device Controls CONNECTION STATUS CHARGE STATUS LED START MENU UP/DOWN BUTTON LOCATED BELOW SCANNER BUTTON POWER BUTTON ADDITIONAL SCANNER BUTTONS LOCATED ON EACH SIDE ACTION BUTTON Figure 14. Hand Held POS Device Details 3. Connections The wireless connection icon should appear on the Hand Held start screen in the lower right hand corner. If only the Bluetooth icon is displayed, the wireless connection will need to be restarted. Note: Do not activate Bluetooth. This will cut off the wireless network connection. If Bluetooth is activated, press and hold the red power button to reset the unit. To start the wireless network, follow these steps: 1 Select Start > Programs > WirelessCompanion. The Wireless Companion screen appears. 2 Select Wireless Launch, and then select Enable Radio. This will start the wireless connection. Confirming the Wireless Connection 1 Select the wireless connection icon, and then select Manage Profiles. Copyright 2007 Innovative Control Systems, Inc. 25

26 WSA Hand Held Portable Greeter System User Manual Version December 12, Tap and hold on a Wireless Profile. 3 Select Connect. 4 A connected icon will appear on the start screen. X If the connection is unavailable, a no connection icon appears. 4. Getting Started with ICS Hand Held Client Software This part includes descriptions and step-by-step procedures for getting started with the ICS Hand Held Client software. It includes the following main sections: Starting the ICS Hand Held Client on page 26 Clocking In on page 26 Greeter Login Screen on page 27 Opening Bank on page 27 Configurations Overview on page 28 About the Virtual Safe and Hand Held Devices on page 29 Establishing Correct Usage Processes for Hand Held Devices on page 29 Starting the ICS Hand Held Client You can start the ICS Hand Held Client to begin processing customer purchases. Adding the ICS Hand Held Client to the Start Menu If it does not already appear on the Start Menu, follow these steps to add the Hand Held Client to the Start Menu: 1 Select Start > Settings > Menus. 2 Check the Hand Held Client box, and then select OK. The Hand Held client will appear in the Start menu. Starting the ICS Hand Held Client After you have added the Hand Held Client to the Start Menu, select Start > Hand Held Client to start the ICS Hand Held Client application. Clocking In Before you log in as a greeter, you should make sure you are clocked in. You can clock in at the Hand Held. Or you can clock in at another attended POS device. 26 Copyright 2007 Innovative Control Systems, Inc.

27 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, See Using the Time Clock Command on page 61 for more information. Greeter Login Screen After you have clocked in, then you can log into the Hand Held as a greeter. See Using the Greeter Login Screen or Change Greeter Command on page 63. Opening Bank If your Hand Held device is configured to work as a Point of Sale (POS) with the Virtual Safe unavailable, then you will need to enter an opening bank. Figure 15. Opening Bank Enter the opening bank amount (e.g., 100), and then tap Finalize. The Customer Data screen appears. Mismatched Bank Note: The Hand Held shift is opened with the amount entered in the Opening Bank screen. A new shift is created in Tunnel Master software. If the opening bank amount does not equal the previous ending bank amount, then the Mismatched Bank message appears. Contact a manager before continuing. Copyright 2007 Innovative Control Systems, Inc. 27

28 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 16. Mismatched Bank Tap Yes to continue. The difference between the previous Ending Bank and the current Beginning Bank is shown as a Beginning Bank Edit entry. To see the Beginning Bank Edit entry, select either POS > Hand Held Cash Management or POS > Cash Management. This amount also appears in the shift detail report for the Hand Held. It is informational only. It will not be included in the calculations to determine whether the current shift s ending bank is over, under or even. Tap No to cancel. You can re-enter the Beginning Bank. Configurations Overview Your Hand-held Portable Greeter System can be configured three different ways depending upon your needs. Note: Contact ICS support if you are unsure about your Hand Held configuration. POS. Use this option when greeters accept payment for customer transactions at the Hand Held. The device acts as a fully functioning attended point of sale (e.g., a cash register). You can open and close shifts, accept payments, print standard receipts, and post transactions to the database. POS with bar-code ticketing option. Use this option if the greeter will accept payment for customer transactions at the Hand Held and print bar-coded tickets along with standard receipts. The device acts as a fully functioning POS (as described above). Presell. Use this option if the greeter will not accept payment for customer transactions at the Hand Held. The device initiates customer transactions and prints bar-coded, presell tickets only. You cannot open and close shifts, accept payments or post transactions to the database. 28 Copyright 2007 Innovative Control Systems, Inc.

29 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, About the Virtual Safe and Hand Held Devices In addition to the three configurations outlined earlier (POS, POS with bar-code ticketing, and Presell), your Hand Held device will be configured with the Virtual Safe either available or unavailable. If you have other attended terminals at your site, then the Hand Held devices will function in the same way as those other attended terminals. For example, if you have a POS cash register with the Virtual Safe available, then your Hand Held device(s) will also function with the Virtual Safe available. Note: Contact ICS support if you are unsure about whether the Virtual Safe is available or unavailable at your Hand Held device. Establishing Correct Usage Processes for Hand Held Devices You or your employees will follow different processes depending on how your Hand Held device is configured. The following diagrams illustrate each process. Hand Held As POS or POS with Bar-code Ticketing, Virtual Safe Available CLOCK IN GREETER LOGIN SAFE SAFE REMOVE(S) TRANSACTIONS ADD CLOSE SHIFT CLOCK OUT Figure 17. Usage Flow Diagram for Hand Held as POS with Virtual Safe Available When you use the Hand Held as a POS and the Virtual Safe is available, then you can follow the steps shown in Figure 17 to establish correct usage processes for the device. 1 Clock In. Clock in first. You can clock in at a separate attended terminal (e.g., cash register POS), or at the Hand Held device itself on the Greeter Login screen. 2 Greeter Login. You enter your employee ID number and manager ID number at the Hand Held device. This logs you in as a greeter. Only one greeter at a time can be logged into a Hand Held. This also opens the Hand Held shift. The shift is opened with a $0.00 Beginning Bank. You can see the Beginning Bank amount in Tunnel Master. Select either POS > Hand Held Cash Management or POS > Cash Management. Copyright 2007 Innovative Control Systems, Inc. 29

30 WSA Hand Held Portable Greeter System User Manual Version December 12, Add. Immediately after you log in, you should use the Add command in Tunnel Master to establish a cash balance for the device. For example, if you start your Hand Held shift with $ in cash and coins, you should select POS > Hand Held Cash Management in Tunnel Master, and then click Add to add $ to the Hand Held. This moves $ from the Virtual Safe to the Hand Held. 4 Transactions. Process customer transactions during the shift. 5 Remove(s). You can use the Remove command in Tunnel Master software during the Hand Held shift. Select POS > Hand Held Cash Management, and then click Remove. You can use the remove command for two reasons: Cash Drop. You might want to remove extra cash from the Hand Held (i.e., a cash drop). This will move cash from the Hand Held to the Virtual Safe. You can do this numerous times during the Hand Held shift. Final Remove Before Closing the Shift. You should remove the total cash at the Hand Held before closing its shift. This will create a final remove entry. Cash is removed from the Hand Held to the Virtual Safe. 6 Close Shift. After you are finished ringing up sales and after you have performed the final Remove command in Tunnel Master then you can close the Hand Held shift. Select Options > Close Shift on the Hand Held. The shift is closed with a $0.00 Ending Bank. You can see the Ending Bank amount in Tunnel Master. Select either POS > Hand Held Cash Management or POS > Cash Management. 7 Clock Out. You can clock out at a separate attended terminal (e.g., cash register POS), or at the Hand Held device itself. Hand Held As POS or POS with Bar-code Ticketing, Virtual Safe Unavailable CLOCK IN GREETER LOGIN OPENING BANK BANK DEPOSIT(S) TRANSACTIONS ENDING BANK CLOCK OUT Figure 18. Usage Flow Diagram for Hand Held as POS with Virtual Safe Unavailable 30 Copyright 2007 Innovative Control Systems, Inc.

31 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, When you use the Hand Held as a POS and the Virtual Safe is unavailable, then you can follow the steps shown in Figure 18 to establish correct usage processes for the device. 1 Clock In. Clock in first. You can clock in at a separate attended terminal (e.g., cash register POS), or at the Hand Held device itself on the Greeter Login screen. 2 Greeter Login. You enter your employee ID number and manager ID number at the Hand Held device. This logs you in as a greeter. Only one greeter at a time can be logged into a Hand Held. 3 Opening Bank. Enter the opening bank amount for the Hand Held shift. The shift is opened with the amount you type. A Beginning Bank entry is created in Tunnel Master software. You can see the Beginning Bank amount by selecting POS > Cash Management. 4 Transactions. Process customer transactions during the shift. 5 Deposit(s). You can use the Deposit command on the Hand Held to remove extra cash from the device (i.e., a cash drop). This will move cash from the Hand Held to the Bank. You can do this numerous times during the Hand Held shift. 6 Ending Bank. After you are finished ringing up sales, you can close the Hand Held shift by entering an Ending Bank amount. Select Options > Close Shift on the Hand Held, and then enter an Ending Bank amount. The shift is closed with the amount you type. An Ending Bank entry is created in Tunnel Master software. You can see the Ending Bank amount by selecting POS > Cash Management. 7 Clock Out. You can clock out at a separate attended terminal (e.g., cash register POS), or at the Hand Held device itself. Hand Held As Presell CLOCK IN GREETER LOGIN TRANSACTIONS CLOCK OUT Figure 19. Usage Flow Diagram for Hand Held as Presell Copyright 2007 Innovative Control Systems, Inc. 31

32 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 When you use the Hand Held as a Presell device, it makes no difference whether the Virtual Safe is available or unavailable. You can follow the steps shown in Figure 19 to establish correct usage processes for the device. 1 Clock In. Clock in first. You can clock in at a separate attended terminal (e.g., cash register POS), or at the Hand Held device itself on the Greeter Login screen. 2 Greeter Login. You enter your employee ID number and manager ID number at the Hand Held device. This logs you in as a greeter. Only one greeter at a time can be logged into a Hand Held. 3 Transactions. Process customer transactions during the shift. You can use the device to initiate customer transactions and print bar-coded, presell tickets. You cannot accept payments or post transactions to the database. 4 Clock Out. You can clock out at a separate attended terminal (e.g., cash register POS), or at the Hand Held device itself. 5. Using Hand Held Cash Management This part includes descriptions and step-by-step procedures for using the Hand Held Cash Management functions in Tunnel Master software. It includes the following main sections: About the Hand Held Cash Management Screen on page 32. About Adding and Removing on page 34. Adding Money to the Hand Held on page 34. Removing Money from the Hand Held on page 35. Note: The Hand Held Cash Management procedures described in this section are available only in configurations where the Virtual Safe is available at the Hand Held. About the Hand Held Cash Management Screen In Tunnel Master software, the POS > Hand Held Cash Management menu item is available for configurations with the Virtual Safe available at the Hand Held. 32 Copyright 2007 Innovative Control Systems, Inc.

33 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 20. The Hand Held Cash Management Screen 1 Information area for the Hand Held device. Shift. The unique shift number associated with the Hand Held. Device. Device configuration details and machine ID number. Description. Brief description identifying the machine. Start Date. Day on which the shift was opened. You cannot see past dates. Start Time. Time at which the shift was opened. 2 Hand Held cash management journal entries appear here. Possible entries include Beginning Bank, Ending Bank, Add and Remove. Transactions are not shown. Date. Date of the journal entry. Time. Time of the journal entry. Function. Journal entry type: Beginning Bank, Ending Bank, Add or Remove. Name. User name of whoever was logged into the system when the journal entry was created. Amount. Amount of cash involved for the journal entry. Verified. Whether the journal entry has been independently verified for accuracy. AUTO means the entry is automatically verified upon being created. A blank space means the entry is not verified. A user name and date means someone has verified the entry. 3 Details area for a journal entry. If you select a journal entry in area 2 (above), then more information about that entry is displayed here. From: Where the money came from. A Hand Held device ID and shift number appears here. The Virtual Safe and shift number might also appear here. Copyright 2007 Innovative Control Systems, Inc. 33

34 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Denominations. Denomination boxes are available to edit as you create an Add or Remove entry. The sum total of the cash amount appears in Drop Total. About Adding and Removing When the Hand Held is configured as a POS with the Virtual Safe available, you can select POS > Hand Held Cash Management in Tunnel Master to Add and Remove cash to and from the Hand Held whenever you open or close a shift. For example, when you open a shift by logging in at the Greeter Login screen for the first time, you should also Add money to the Hand Held. Then, immediately before you close the shift by selecting Options > Close Shift at the Hand Held, you should Remove money. You can do both Adds and Removes in Tunnel Master software, not at the Hand Held itself. Adding Money to the Hand Held Add money immediately after you open a shift by logging in for the first time at the Greeter Login screen. You can also add money anytime during the Hand Held shift to replenish the greeter's cash on hand for making change. To add money from the Virtual Safe to the Hand Held, follow these steps: 1 If you have not already done so, start a shift at the Hand Held by logging in at the Greeter Login screen. 2 In Tunnel Master, select POS > Hand Held Cash Management. The Hand Held Cash Management screen appears. Note: See also, Why Do I See the No Open Shifts Message In Tunnel Master? on page 78 3 If you are using more than one Hand Held, click Next Record and Previous Record to navigate through each open Hand Held shift until you have found the shift you want. If you have only one Hand Held, then that shift is the only available option. 4 Click Add. The journal entry details area is available to edit. Safe appears in the drop-down box. It is the only available option. 5 Type amounts in the denomination boxes. The total is shown in the Drop Total box. 34 Copyright 2007 Innovative Control Systems, Inc.

35 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 21. Preparing a $ Add in the Hand Held Cash Management Screen 6 Click Save when you are finished. An unverified Adds entry is created in the Hand Held Cash Management journal. The money is taken out of the Virtual Safe and put into the Hand Held. Figure 22. A Final $ Adds Entry in the Hand Held Cash Management Journal Note: You or a supervisor should verify the Adds entry after the total cash amount is actually counted and confirmed by the greeter who is operating the Hand Held. Removing Money from the Hand Held Remove immediately before you close a Hand Held shift. You can also remove money anytime during the Hand Held shift to reduce the greeter's cash on hand to a predetermined level. To remove money from the Hand Held to the Virtual Safe, follow these steps: 1 In Tunnel Master, select POS > Hand Held Cash Management. The Hand Held Cash Management screen appears. Copyright 2007 Innovative Control Systems, Inc. 35

36 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Note: See also, Why Do I See the No Open Shifts Message In Tunnel Master? on page 78 2 If you are using more than one Hand Held, click Next Record and Previous Record to navigate through each open Hand Held shift until you have found the shift you want. If you have only one Hand Held, then that shift is the only available option. 3 Click Remove. The journal entry details area is available to edit. Safe appears in the drop-down box. It is the only available option. 4 Type amounts in the denomination boxes. The total is shown in the Drop Total box. Figure 23. Preparing a $ Remove in the Hand Held Cash Management Screen 5 Click Save when you are finished. An unverified Removes entry is created in the Hand Held Cash Management journal. The money is taken out of the Hand Held and put into the Virtual Safe. 36 Copyright 2007 Innovative Control Systems, Inc.

37 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 24. A Final $ Removes Entry in the Hand Held Cash Management Journal Note: You or a supervisor should verify the Removes entry after the total cash amount is actually counted and confirmed. 6. Processing Customer Transactions This part includes descriptions and step-by-step procedures for processing customer transactions. It includes the following main sections: Viewing the Transactions Screen on page 37. Viewing Plate Information on page 38. Viewing Customer History Data for Tracked Services on page 40. Adding Default Customer Data at the Hand Held on page 41. Adding Base, Extra and Misc. Services to the Transactions List on page 41. Finalizing a Transaction on page 46. Viewing the Transactions Screen The top half of the transactions screen provides fields for the greeter to enter the customer plate and select a Base, Extra or Misc service. The Service Name and Price area lists services currently selected for the customer. Note: The default state (e.g., PA) will appear in the Plate box. Default state is set up in Tunnel Master Site Configuration. Copyright 2007 Innovative Control Systems, Inc. 37

38 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 25. Transactions Screen Selected services and their pre-tax prices appear in the Service Name and Price areas. The bottom menu bar provides the following selections: Finalize (POS) or Print (Presell). Options. Refresh Services, Deposit (if Virtual Safe unavailable), Stacking, Time Clock, Clock In, Clock Out, Change Greeter, Close Shift (POS only). Reports. Sales Statistics, Hourly Statistics, Balance Inquiry, Cars On Stack, Reprint Ticket. Edit List. Delete, Clear. Viewing Plate Information 1 On the transactions screen, enter the state and plate number in the Plate boxes, and then tap Go. The Plate Information screen appears. If Plate Not on File appears in the Name box, no information is available for that plate. You can add the information in Tunnel Master software. Or you can add a new default customer profile at the Hand Held by processing the transaction while the unknown plate number appears in the Plate box in the transactions screen. 38 Copyright 2007 Innovative Control Systems, Inc.

39 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 26. Plate Information Screen with No Customer Data If information about the customer is available, the data appears in the Plate Information screen. Figure 27. Plate Information Screen with Customer Data Using the Barcode Scanner to View Plate Information If the customer has a loyalty card or club card, you can use the barcode scanner to view the customer history and license plate data. When you scan card, the Plate Information screen appears. Aim the scan window at the bar code, and then press the scan button. Note: See Using the Scanner on page 18 for more information. About the Plate Information Screen The following information in the Plate Information screen on the Hand Held is derived from the Customers screen (Customer > Customer) in Tunnel Master. Copyright 2007 Innovative Control Systems, Inc. 39

40 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Name & Address. This information appears as entered in the customer record in Tunnel Master. First Visit & Last Visit. Date of the first and last time customer came in using a license number with known customer information. Avg. Days & Avg. Sales. Average days between sales and average sales per car. Avg. Sales is the total dollars in sales divided by the number of total visits. Bonus. Total number of bonus points customer has accumulated if promotion is active. Birth Day. Birthday information. This is required if customer wishes to participate in the system Birthday Promotion program. Book Count. Number of active and pending wash book coupon points remaining for customer. Book Value. Redeem value of active wash book coupons. Book Exp. Expiration date of the wash book. Club Value and Club Exp. is derived from the Cars screen (Customer > Cars) in Tunnel Master. Club Value. Redeem value of the club PLU assigned to the license plate. Club Exp. Expiration date of the club PLU assigned to the license plate. Viewing Customer History Data for Tracked Services Before entering a transaction, you can view customer history data for tracked services. You can use this information to suggest new base washes the customer might like to try, or to offer upsell items. Note: Tracked services are established in Tunnel Master by checking the Track box in the Services screen. To view customer history data, follow these steps: 1 On the transactions screen, enter a state and license plate number in the Plate boxes, and then tap Go. The plate information screen appears. 2 On the plate information screen, tap History. The customer transaction history screen appears. Note: Turn the Hand Held device sideways to view customer transaction history. 40 Copyright 2007 Innovative Control Systems, Inc.