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.

41 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 28. Customer History # Days. The number of days since the tracked service was purchased. Date. Month and day. Does not include year. Service. Name of tracked service. 3 After viewing the data, tap Ok in the upper-right corner of the screen to exit. Adding Default Customer Data at the Hand Held You can process a customer transaction with an unrecognized state or license plate in the Plate box on the transactions screen (e.g., the plate is not on file). This will create a new default entry for that customer in the database after the transaction is finalized. 1 Enter new state and license plate number in the Plate boxes. 2 Process a transaction at the Hand Held. 3 Finalize the transaction. A new a car key and customer key is created in Tunnel Master. The default customer first name is UNKNOWN. You can update the customer and car data in Tunnel Master at a later time. Adding Base, Extra and Misc. Services to the Transactions List To sell or presell services, you can choose from among three main options: Base, Extra, and Misc. Available services for these main options are configured in Tunnel Master. Valid combinations of services are as follows: One Base. One or more Misc. One Base plus one or more Extra and/or Misc. You cannot select an Extra service by itself. If you select an Extra service in combination with a Misc. service, then you must also select one Base service before finalizing the transaction. Copyright 2007 Innovative Control Systems, Inc. 41

42 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Only one base service is allowed per transaction. You cannot select more than one base service. Adding a Base Service to the Transactions List To add a base service to the transactions list, follow these steps: See Viewing Plate Information on page 38 for more information. 1 On the Transactions screen, tap Base. The service Selection screen appears. If more than one screen of services is available, tap <-- Prev. and --> Next to navigate through the lists. Figure 29. Base Wash Selection Screen 2 On the service Selection screen, tap a service. The transaction screen appears and your selection is added to the list. To change the base service, tap Base again, and then select a different service. Only one Base service is permitted per transaction. 42 Copyright 2007 Innovative Control Systems, Inc.

43 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 30. Transaction Screen with Base Service Adding an Extra Service to the Transactions List One base service must appear in the transactions list before you can add an extra service. See Viewing Plate Information on page 38 for more information. To add an extra service to the transactions list, follow these steps: 1 On the Transactions screen, tap Extra. The Extra Services Selection screen appears. If more than one screen of services is available, tap <-- Prev. and --> Next to navigate through the lists. Figure 31. Extra Services Selection Screen Copyright 2007 Innovative Control Systems, Inc. 43

44 WSA Hand Held Portable Greeter System User Manual Version December 12, On the Extra Services Selection screen, tap an extra service. The transaction screen appears and your selection is added to the list. Adding a Misc. Service to the Transactions List You can add amisc. service to the transactions list or sell a Misc. product/service by itself. See Viewing Plate Information on page 38 for more information. To add a Misc. service to the transactions list, follow these steps: 1 On the Transactions screen, tap Misc. The Profit Center Selection screen appears. If more than one screen of profit centers is available, tap <-- Prev. and - -> Next to navigate through the lists. Figure 32. Misc. Services Profit Centers 2 Select a profit center. The Miscellaneous Services Selection screen appears for the profit center you selected. 44 Copyright 2007 Innovative Control Systems, Inc.

45 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 33. Miscellaneous Service Selection Screen Note: Some Misc. services appear with yellow-text formatting. These are configured as open pricing PLUs. You can manually enter the price for these services. In Tunnel Master, select Config > Service Configuration > Service Table to see which services are offered as open pricing. Those with Department checked in the Operation area are configured for open pricing. 3 In the Miscellaneous Services Selection screen, tap a service. The Transactions screen appears and the miscellaneous service is added to the list. If you selected an open pricing service, either enter the price information. Removing a Service From the Transactions List To remove a service from the transactions list, follow these steps: 1 In the transactions list, tap the service you want to remove. The transaction is selected. 2 Tap Edit List, and then tap Delete. The transaction is removed from the list. Clearing the Transactions List To clear the transaction list, follow these steps: On the Transactions screen, tap Edit List > Clear. The transaction list is cleared; all items are removed. Information appearing in the Plate boxes is also removed. Copyright 2007 Innovative Control Systems, Inc. 45

46 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Finalizing a Transaction After you have viewed customer history data and added services to the transactions list, you can finalize the transaction. About the Select Payment Screen You can select one or more payment types in the Select Payment screen Figure 34. Select Payment Screen The Total Owed line shows the amount owed including any taxes. You can accept four different payment types at the Hand Held: Cash Credit Card Fleet Card Gift Card You can process combinations of payment types for each transaction. To split a transaction between two payment types (e.g., gift card and cash), you can ring in one type with a partial amount, and then complete the transaction with the second payment type. Payment is accepted and the transaction is finalized when the combination of payment types sums to the total amount due. Notes: You cannot void a transaction at the Hand Held. Customers must take their receipts to an attended point of sale (e.g., cash register) with the Tunnel Master Point of Sale Entry screen available. 46 Copyright 2007 Innovative Control Systems, Inc.

47 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, You can split payments if the customer wants to use more than one payment type. See Finalizing Multiple Payment Types on page 54. If you are using a Hand Held configured as a POS, then you can tap Pre-Sell in the Select Payment screen. Tap Pre-Sell if you want to initiate the transaction and print a bar-coded, presell ticket but not collect payment. See Changing a Transaction to a Presell on page 55 for more information. If you are using a Hand Held configured as a POS with pre-sell ticketing, the receipt will print along with a bar-coded pre-sell ticket, which you can provide to the customer. The customer may present the bar-coded ticket to another attendant, who can scan the ticket to program selected services at the wash tunnel. To see a list of transactions completed at the Hand Held, you can select POS > View Register Transactions in Tunnel Master. The payment type appears, along with other details, such as the ticket number, amount tendered and time. If you attempt to finalize a sale, but you are not clocked in, then the following error message appears: Clock in first, and then process a transaction. Copyright 2007 Innovative Control Systems, Inc. 47

48 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Finalizing Cash Payments To finalize a transaction as a cash payment, follow these steps: 1 Tap Finalize on the Transactions screen. The Select Payment screen appears. 2 Tap Cash as a payment type. The Cash screen appears. Figure 35. Cash Payment Screen 3 To enter an amount in the Amount Tendered box, you can do any of the following: Tap one of the pre-configured payment amounts, +20, +10, +5, or +1. The amount is added to the Amount Tendered box. Tap Exact Change. The Amount Tendered box is filled with the Amount Due. Tap the Amount Tendered box, and then use a Hand Held input method such as the numeric keypad, block recognizer, or on-screen keyboard to enter an amount. Note: Denominations are not recorded. The Amount Tendered box is recorded as a single amount without associated denominations. 4 Tap Finalize after you have entered a final amount in the Amount Tendered box. The service is accepted. The Cars on Stack message appears (if Options > Stacking is checked), and then the Sale Complete screen appears. 48 Copyright 2007 Innovative Control Systems, Inc.

49 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 36. Sale Complete Screen for a Cash Transaction If change is due, the amount appears after the Change Due heading. Figure 37. Sale Complete Screen Showing $10.00 Change Due 5 If necessary provide change back to the customer, and then tap Ok on the Sale Complete screen. The Transactions screen appears. Finalizing Credit Card Payments To finalize a transaction as a credit card payment, follow these steps: 1 Tap Finalize on the Transactions screen. The Select Payment screen appears. 2 Tap Credit Card as a payment type. The Credit Card screen appears. By default, the full Amount Due appears in the Amount Tendered box. Copyright 2007 Innovative Control Systems, Inc. 49

50 WSA Hand Held Portable Greeter System User Manual Version December 12, Do one of the following: Figure 38. Credit Card Payment Screen To use the optional Magnetic Stripe Reader (MSR): Swipe the credit card through the MSR with the magnetic stripe on the card facing down. 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. The credit card information appears in the boxes. (Optional) Tap the Zip Code box, and then enter the customer zip code. (Optional) Tap the CVV2, and then enter a three-digit security code, found on the back of the credit card. To manually enter the credit card information: Tap the Account Number box, and then enter the card number. Card numbers are usually 16 digits. Spaces are optional (e.g., ). Tap the Expiration boxes, and then select a month and date. (Optional) Tap the Zip Code box, and then enter the customer zip code. (Optional) Tap the CVV2 box, and then enter a three-digit security code, found on the back of the credit card. Tap the Card Type box, and then select a card type in the list. Tap Finalize after you have entered all credit card information. The service is accepted. 4 The Cars on Stack message appears (if Options > Stacking is checked), and then the Sale Complete screen appears. 50 Copyright 2007 Innovative Control Systems, Inc.

51 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 39. Sale Complete Screen for a Credit Card Transaction 5 Tap Ok on the Sale Complete screen. The Transactions screen appears. Finalizing Fleet Card Payments To finalize a transaction as a fleet card payment, follow these steps: 1 Tap Finalize on the Transactions screen. The Select Payment screen appears. 2 Tap Fleet Card as a payment type. The Fleet Card screen appears. By default, the full Amount Due appears in the Amount Tendered box. Figure 40. Fleet Card Payment Screen 3 Do one of the following: To use the optional Magnetic Stripe Reader (MSR): Swipe the fleet card through the MSR with the magnetic stripe on the card facing down. Swipe the card in either direction, from left to right or from Copyright 2007 Innovative Control Systems, Inc. 51

52 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 right to left. For best results, gently press down on the card while swiping to ensure contact with the bottom of the reader. The fleet card information appears in the Account Number box. To manually enter the fleet account number Tap the Account Number box, and then enter the fleet card bar code number, which usually begins with a percent sign followed by five digits (e.g., %12345). Alternatively, you can enter the charge account number directly. If you enter the fleet card bar code number, it must be preceded with a percent sign. If instead you choose to enter the charge account number directly, do not enter a percent sign first. 4 Tap Finalize after you have entered the fleet bar code or charge account number. The account is charged. The Cars on Stack message appears (if Options > Stacking is checked), and then the Sale Complete screen appears. Figure 41. Sale Complete Screen for a Fleet Card Transaction 5 Tap Ok on the Sale Complete screen. The Transactions screen appears. Note: When a Fleet card is swiped, Tunnel Master software will verify the unique card bar code number, which is associated with a valid fleet charge account. The fleet charge account can be configured with a tax exempt status, discounts, commissions, etc. After the account is proven to be valid, any possible configured items are also applied to calculate the sale amount owed. This information appears on the final receipt. Finalizing Gift Card Payments To finalize a transaction as a gift card payment, follow these steps: 1 Tap Finalize on the Transactions screen. The Select Payment screen appears. 2 Tap Gift Card as a payment type. The Gift Card screen appears. By default, the full Amount Due appears in the Amount Tendered box. 52 Copyright 2007 Innovative Control Systems, Inc.

53 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Do one of the following: Figure 42. Gift Card Payment Screen To use the optional Magnetic Stripe Reader (MSR): Swipe the gift card through the MSR with the magnetic stripe on the card facing down. 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. The gift card information appears in the Account Number box. To manually enter the gift account number Tap the Account Number box, and then enter the account number. Gift account numbers are usually 16 digits. Spaces are optional (e.g., ). You do not need to select an item in the Card Type list. The card type is preconfigured in Tunnel Master and cannot be changed. It appears here for informational purposes only. 4 Tap Finalize after you have entered the gift account number. The service is accepted. The Cars on Stack message appears (if Options > Stacking is checked), and then the Sale Complete screen appears, which also shows the remaining Gift Card Balance. Copyright 2007 Innovative Control Systems, Inc. 53

54 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 43. Sale Complete Screen for a Gift Card Transaction 5 Tap Ok on the Sale Complete screen. The Transactions screen appears. Finalizing Multiple Payment Types You can split a payment type among four different options: Cash, Credit Card, Fleet Card, and Gift Card. For example, the customer may need to pay a partial amount with a gift card, and then complete the payment with cash. To finalize a transaction with multiple payment types, follow these steps: 1 Tap Finalize on the Transactions screen. The Select Payment screen appears. 2 Tap a payment type. For example, if you tap Gift Card, then the Gift Card screen appears. By default, the full Amount Due appears in the Amount Tendered box. 3 Tap the Amount Tendered box, and then enter the partial amount to be applied to the payment type. 4 Enter any additional information (e.g., Account Number, etc.), and then tap Finalize when you are finished. The select payment screen appears with partial amounts next to each payment type. 54 Copyright 2007 Innovative Control Systems, Inc.

55 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 44. Select Payment Screen with Partial Amount Applied to Gift Card Note: If you need to change an amount appearing next to one of the four payment types (e.g., $10.00 next to Gift Card), tap Back to start over. 5 Tap a different payment type. For example, if you tap Cash, then the Cash screen appears. 6 Repeat steps 3 through 5 until you have entered the final Amount Due in the Amount Tendered box. Final payment will be accepted and the transaction finalized when you enter the remaining Amount Due in the Amount Tendered box. The Cars on Stack message appears (if Options > Stacking is checked), and then the Sale Posted Successfully message appears. Changing a Transaction to a Presell Ticket You can change the transaction to generate a presell ticket, even if the sale was begun as a paid transaction. 1 Tap Pre-Sell on the Select Payment screen if you want to initiate the transaction and print a bar-coded, pre-sell ticket but not collect payment. A message box appears. Copyright 2007 Innovative Control Systems, Inc. 55

56 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 45. Pre-Sell Message Box 2 Tap Yes. The service is not added to the transaction table. You do not collect payment for a pre-sell transaction. The customer can take the pre-sell ticket to another attendant, who will scan the pre-sell ticket and collect payment. Printing Transaction Tickets at a Presell Hand Held To finalize a transaction at a Hand Held configured as a presell device, tap Print on the Transactions screen. The transaction is initiated and a bar-coded, pre-sell ticket is printed. The service is not added to the transaction table. You do not collect payment for a presell transaction. The customer can take the pre-sell ticket to another attendant, who will scan the pre-sell ticket and collect payment. 7. Using the Options Menu Commands This part includes descriptions and step-by-step procedures for using commands on the Options menu. It includes the following main sections: About the Options Menu on page 57. Using the Refresh Services Command on page 57. Using the Deposit Command on page 58. Using the Stacking Command on page 60. Using the Time Clock Command on page 61. Clocking In on page 61. Clocking Out on page 62. Using the Greeter Login Screen or Change Greeter Command on page 63. About the Close Shift Command, Virtual Safe on page Copyright 2007 Innovative Control Systems, Inc.

57 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, About the Close Shift Command, Virtual Safe on page 65. About the Options Menu The Options menu on the Transactions screen contains additional Hand Held commands used to manage the device. Figure 46. Options Menu The following table summarizes the Options menu items and their functions. More detailed explanations appear in the following sections. Table 2. Options Menu Functions Menu Item Function Refresh Services Select Refresh Services to refresh the system and update the device. Deposit 1 Select Deposit when you need to make a deposit (or cash drop) to the bank. Stacking Select Stacking to start vehicle stacking. Time Clock Select Time Clock to Clock In or Clock Out. Change Greeter Select Change Greeter to log in and log out as the attendant currently processing sales at the Hand Held. Close Shift 2 Select Close Shift to end the shift for the Hand Held. You should perform the final Remove command in Tunnel Master software before selecting Close Shift at the Hand Held. Note: The Close Shift command is available only if the Virtual Safe is available at the Hand Held. 1. In POS configurations with the Virtual Safe unavailable. 2. Not available in pre-sell configurations. Using the Refresh Services Command You can select Options > Refresh Services for the following reasons: If Base, Extra, or Misc. services are inaccurate in the Hand Held. For example, if services have been changed during the day, then the currently assigned selections in Tunnel Master (Config > Hand Held > Wireless Configuration) may not appear correctly at the Hand Held device. Copyright 2007 Innovative Control Systems, Inc. 57

58 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 If the Hand Held temporarily loses the wireless connection. Select Refresh Services after the connection is reestablished. Using the Deposit Command A deposit represents a real-world movement of cash from the Hand Held to the bank. Availability of the Deposit Command The Deposit command is available if both of the following are true: 1 The Hand Held is used as a POS or POS with Bar-code ticketing; and... 2 The Virtual Safe is unavailable at the Hand Held. The Deposit command in not available (appears grayed on the Options menu) if either of the following is true: The Hand Held device is set up to be used as a pre-sell (i.e., not a POS). The Virtual Safe is available at the Hand Held. You can select Options > Deposit for the following reasons: If you need a "cash drop" in the middle of a shift. When your cash on hand exceeds a predetermined amount (as established by your car wash manager), then you can select Options > Deposit to indicate you have moved your excess cash on hand to a secure location at the site. Even though you might put the cash into a physical safe at your site, the Deposit command assumes the cash will ultimately be deposited to the bank. If you are about to close the shift, you can use the Deposit command to remove the remaining cash collected at the Hand Held before you close the shift. You can either deposit the entire amount of cash taken in, or you can deposit a partial amount. If you deposit the entire amount of cash taken in, then your Ending Bank should be equal to the Beginning Bank you used to open the shift. This allows you to keep a running balance of cash to open and close the hand held shift. To create a new Deposit from the Hand Held, follow these steps: 1 Tap Options > Deposit. The Deposit screen appears. 58 Copyright 2007 Innovative Control Systems, Inc.

59 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 47. Deposit Screen 2 Enter an amount in the Deposit box, and then tap Finalize. The Deposited Funds Successfully message appears. Figure 48. Deposited Funds Successfully Message 3 After the Deposit command completes successfully, a new Deposit entry is created in Tunnel Master. This Deposit entry appears in the Cash Management journal (POS > Cash Management). Copyright 2007 Innovative Control Systems, Inc. 59

60 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 49. Deposit Entry in Cash Management Journal The Deposit entry in the Cash Management Journal shows the amount of the deposit in the POS Cash field. The From: box shows the Hand Held device number and shift. The To: box shows the money is assumed to be taken to the bank. The Deposit entry in Tunnel Master is unverified. A manager can verify the entry after double-checking the actual cash against the amount shown. Using the Stacking Command Stacking allows the Hand Held to add transactions to the stack after a sale has been finalized. The stack is a first-in, first-out list of wash services programmed into the controller for each car prior to entering the tunnel. In a real-world setting, the stack is the line of vehicles going into the tunnel. These vehicles have been sold a car wash but have not yet been processed. The Stacking feature was designed for special car wash applications. When started, this feature provides the Hand Held operator with all the full service car wash features that can be placed at the front of an exterior wash tunnel. Often this Hand Held operator would be located just prior to the front of the conveyor. Once a transaction is finalized at this Hand Held, the vehicle is automatically loaded into the car wash stack for processing. Select Options > Stacking to start stacking at the Hand Held. Each time you finalize a transaction, a vehicle is added to the stack. If Stacking is started, a check mark appears next to the Stacking item on the Options menu: 60 Copyright 2007 Innovative Control Systems, Inc.

61 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 50. Options Menu with Stacking If Options > Stacking is cleared, nothing appears next to the Stacking item on the Options menu: Figure 51. Options Menu without Stacking Using the Time Clock Command You can clock in and clock out at any time during the Hand Held shift. Clocking In Figure 52. Clock In Dialog Box Follow these steps to clock in at the Hand Held: 1 Do one of the following: Copyright 2007 Innovative Control Systems, Inc. 61

62 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 If you are at the Greeter Login screen, tap Time Clock, and then select Clock In. The Time Clock dialog box appears. If you are at the customer transaction screen, tap Options > Time Clock, and then select Clock In. The Time Clock dialog box appears. 2 In the Employee Number box, enter an employee number. 3 In the Profit Center box, select a profit center. 4 Click Clock In. The employee is clocked in. Clocking Out Note: An employee must be clocked in first before logging in as a greeter at the Hand Held device. Figure 53. Clock Out Dialog Box Follow these steps to clock out at the Hand Held: 1 Do one of the following: If you are at the Greeter Login screen, tap Time Clock, and then select Clock Out. The Time Clock dialog box appears. If you are at the customer transaction screen, tap Options > Time Clock, and then select Clock Out. The Time Clock dialog box appears. 2 In the Employee Number box, enter an employee number. 3 In the Department Key box, select a department key. The Department Key list may appear empty depending upon your site's configuration. If no selections appear in the Department Key list, then you do not need to make a selection. 4 Click Clock Out. The employee is clocked out. 62 Copyright 2007 Innovative Control Systems, Inc.

63 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Using the Greeter Login Screen or Change Greeter Command When you start the ICS Hand Held Client, the Greeter Login screen appears. You can also access the Greeter Login screen by selecting Options > Change Greeter. Note: Greeters must first clock in before they can log in on the Greeter Login screen. Figure 54. Greeter Login Dialog Box To log in on the Greeter Login screen, enter an employee number and a manager number, and then tap Submit. The Transactions screen appears and the employee name appears at the top. Note: If the Hand Held is configured as a presell device, then the Manager's Number box in not available. If the greeter attempts to login before clocking in, then the Employee Not Logged In message appears. Copyright 2007 Innovative Control Systems, Inc. 63

64 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 55. Employee Not Clocked In Message Follow the steps for Clocking In on page 61. Notes: The Hand Held begins a shift after the first greeter logs in. Subsequent greeter changes will not begin new shifts. The first greeter to login to the Hand Held becomes the Cashier for that shift. Subsequent greeters become the new Sales people, but the original Cashier is not changed. This information appears in Tunnel Master if you select POS > View Register Transactions. Logging in as a greeter makes you eligible for commissions, if commissions are offered at your site. Only one greeter at a time can be logged into the Hand Held. About the Close Shift Command, Virtual Safe Available When the Virtual Safe is available at the Hand Held device, the Close Shift command will create an Ending Bank entry in Tunnel Master with an amount of $0.00. Therefore, before you close a shift you should create a final Removes entry for the Hand Held device. This final Removes entry is done in Tunnel Master (POS > Hand Held Cash Management). It represents the total remaining cash at the Hand Held just prior to the Close Shift command. See Using Hand Held Cash Management on page 32 for more information about the Removes command. Procedure for Close Shift Command, Virtual Safe Available To close the shift at a Hand Held where the Virtual Safe is available, tap Options > Close Shift. The shift is closed with $0.00, and the Greeter Login screen appears. An Ending Bank entry is recorded in Tunnel Master. 64 Copyright 2007 Innovative Control Systems, Inc.

65 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, About the Close Shift Command, Virtual Safe Unavailable When the Virtual Safe is unavailable at the Hand Held device, you can enter an Ending Bank amount in the Close Shift dialog box. This Ending Bank amount is recorded in Tunnel Master. The Ending Bank is used to determine the correct Beginning Bank for the next Hand Held shift. Note: Even though the Hand Held does not have a cash drawer, you can open and close shifts just as you would at a cash register. Begin and end each shift with a set amount of cash to make change (e.g., $25.00), and deposit the extra cash received from sales transactions. The most common scenario for the Ending Bank/Beginning Bank option without the Virtual Safe is when you open and close the Hand Held shift with a pre-determined positive value (e.g., $25.00). In this case, you use the Deposit command to do cash drops throughout the shift. You should also do a final Deposit for the Hand Held device immediately before you close the shift. This final Deposit (or cash drop) will balance the cash at the Hand Held back to the Beginning Bank (e.g., $25.00). 1 Beginning Bank... $ Cash from transactions... $ Cash at Hand Held immediately before Close Shift command... $ Final Deposit to balance the cash back to $ $ Amount to enter in the Ending Bank dialog box... $25.00 In the example above, you always open the Hand Held shift with $25.00 (line 1). During the shift, you take in $75.00 from cash sales (line 2). So your total cash at the hand held is $ (line 3). Before you close the shift, you select Options > Deposit, and then enter $75.00 in the Deposit box (line 4). Now your cash is balanced back to $25.00 and you are ready to close the Hand Held shift. You select Options > Close Shift, and then enter $25.00 in the Ending Bank box (line 5). The shift is closed with an Ending Bank of $ The next time you open the Hand Held shift, the Beginning Bank will also need to be $ The Shift Detail Report for the Hand Held will show an Even shift. Procedure for Close Shift Command, Virtual Safe Unavailable To close the shift at a Hand Held where the Virtual Safe is unavailable, follow these steps: 1 Tap Options > Close Shift. The Ending Bank screen appears. Copyright 2007 Innovative Control Systems, Inc. 65

66 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 56. Ending Bank Dialog Box 2 Enter an amount in the Ending Bank box, and then tap Finalize. The shift is closed and the Greeter Login screen appears. An Ending Bank entry for the amount you typed is created in Tunnel Master. The next time you open the Hand Held shift, the Beginning Bank will need to match the amount of the Ending Bank you entered. 8. Reports Menu This part includes descriptions and step-by-step procedures for using the commands on the Reports menu. It includes the following main sections: About the Reports Menu on page 66. Using the Sales Statistics Command on page 67. Using the Hourly Statistics Command on page 68. Using the Balance Inquiry Command on page 70. Using the Cars on Stack Command on page 71. Using the Reprint Ticket Command on page 72. About the Reports Menu The Reports menu contains additional Hand Held commands used to view sales and labor information. 66 Copyright 2007 Innovative Control Systems, Inc.

67 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 57. Reports Menu The following table summarizes the Reports menu items and their functions. More detailed explanations appear in the following sections. Table 3. Reports Menu Functions Menu Item Function Sales Statistics Select Sales Statistics to see the statistics for the specific greeter who is currently logged into the Hand Held. Hourly Statistics Select Hourly Statistics to see sales data for the whole site, not just the transactions processed at the Hand Held. The Statistics screen shows sales data for both the current hour and the entire day. Balance Inquiry Select Balance Inquiry to check the balance on a gift card. Cars on Stack Select Cars on Stack to see the total number of cars currently on the stack according to Tunnel Master software. If Options > Stacking is selected, then cars are added to the stack when transactions are processed at the Hand Held. Reprint Ticket Select Reprint Ticket to print a duplicate ticket or receipt. Any valid ticket or receipt number can be reprinted. Using the Sales Statistics Command Select Reports > Sales Statistics. The Sales Statistics screen appears. Copyright 2007 Innovative Control Systems, Inc. 67

68 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 58. Sales Statistics The current greeter appears in the title bar (e.g., John Smith). The statistics shown represent vehicles and sales for that person for the day. Cars: Number of vehicles that purchased a Base wash service from the WA profit center. This is the only type of service counted in this number. It does not include, for example, Base services from the WD profit center. Likewise, it does not include Misc. transactions from other profit centers (e.g., LB, IM, etc.). It is only Base wash services from the WA profit center. Cars Buying Extra: Of the total Cars (above), this is the number of vehicles that also purchased Extra services from the WA profit center. This is the only type of service counted in this number. It does not include, for example, Extra services from the WD profit center or Other services from the WA profit center. Likewise, it does not include Misc. transactions from other profit centers (e.g., LB, IM, etc.). It is only Extra services from the WA profit center. % Cars Buying Extra: Cars Buying Extra divided by Cars. Sales/Car: Average pre-tax sales per car, as Cars is defined (above). Extra Sales/Car: Average pre-tax Extra sales per car, as Cars Buying Extra is defined (above). %Extra Sales/Car: The Extra Sales/Car number divided by the Sales/Car number. This represents the percent of extra sales for the average pre-tax sales per car. Using the Hourly Statistics Command Select Reports > Hourly Statistics. The Statistics screen appears. 68 Copyright 2007 Innovative Control Systems, Inc.

69 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 59. Hourly Statistics The Statistics screen shows both the hourly and daily pre-tax totals for the entire site, including all attended and unattended POS devices. Statistics for the most recent hour appear in the left column. Statistics for the current day appear in the right column. Cars. Number of vehicles that purchased a Base wash service from the WA profit center. This is the only type of service counted in this number. It does not include, for example, Base services from the WD profit center. Likewise, it does not include Misc. transactions from other profit centers (e.g., LB, IM, etc.). It is only Base wash services from the WA profit center. Sales/Car. Average pre-tax sales per car, as Cars is defined (above). Ext. Sales/Car. Average pre-tax Extra sales per car. Of the total Cars (above), this is the number of vehicles that also purchased Extra services from the WA profit center. This is the only type of service counted in this number. It does not include, for example, Extra services from the WD profit center or Other services from the WA profit center. Likewise, it does not include Misc. transactions from other profit centers (e.g., LB, IM, etc.). It is only Extra services from the WA profit center. %Ext. Sales. The percentage of vehicles purchasing Extra services from the WA profit center. Req. Man Hours. This number reflects the number of labor hours required to process the number of Cars for each hour. This number is critical to proper labor management. Each operator must decide what standards he or she desires for speed and quality of service. Once this is determined these standards are setup in Tunnel Master by selecting Config > Management Standards. The manager should then review at least hourly to see that he or she has correctly staffed the facility for that hour and make adjustments as necessary. Man Hours. This number reflects the total number of hours worked for all employees who have clocked into the system time clock, up to the time that is being viewed. By taking this and comparing it to the Req. Man Hours figure the manager can determine if he or she should send workers home or if additional workers should be brought onto the time clock. Copyright 2007 Innovative Control Systems, Inc. 69

70 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Note: Employees working who are not clocked into the system time clock will not be accounted for and these important operational indicators will be inaccurate. Cars/Man Hour. The Cars/Man Hour (CPMH) is an industry standard in the calculation of labor productivity. Though the car wash industry has identified a 3.0 ratio as being the benchmark level for most full service car wash operations, this ratio becomes impossible to achieve at lower car volume levels and possible to exceed at higher volumes. Other factors such as facility layout, type of wash operation, (e.g., hand wash vs. equipment) will affect the productivity of a particular facility. It is therefore recommended that the operator carefully review the facility to ascertain the desired ratio and manage this ratio on an hourly basis, based on car volumes. The Cars/Man Hour ratio is determined by dividing the number of transactions which include a Base service divided by the number of hours worked of all employees who have clocked into the system time clock. Labor/Car. This performance indicator identifies the actual labor cost per car during the measured time frame. This is calculated by taking the total dollar value of all wages paid divided by the number of vehicles (Base transactions) processed up to the time the report is calculated. % Labor/Sales. Another industry standard for calculating productivity is the %Labor/Sales. Again, industry standards have indicated 33 35% to be a desirable level. This percentage however is directly related to the performance of the service writer. An aggressive salesperson selling a lot of high-dollar services will push this indicator lower; whereas, a salesman selling only base-level services will push this indicator higher. It is therefore recommended that a good operator focus on Required man-hours for manpower productivity and use the % Labor/Sales indicator as a reference to overall facility sales performance. This percentage figure is computed by taking all sales and dividing that total by the total dollar value of the labor on the time clock up to the time the report is calculated. Using the Balance Inquiry Command To check the balance on a gift card, follow these steps: 1 Select Reports > Balance Inquiry. The Gift Card screen appears. 70 Copyright 2007 Innovative Control Systems, Inc.

71 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Figure 60. Gift Card Balance Inquiry Screen 2 Swipe the gift card or enter the gift card number manually in the Account Number box, and then tap Finalize. The Gift Card Balance message appears. 3 Tap Ok. Figure 61. Gift Card Balance Using the Cars on Stack Command Stacking allows the Hand Held to add transactions to the stack after a sale has been finalized. The stack is a first-in, first-out list of wash services programmed into the controller for each car prior to entering the tunnel. In a real-world setting, the stack is the line of vehicles going into the tunnel. These vehicles have been sold a car wash but have not yet been processed. You can view how many vehicles are currently in the stack. Copyright 2007 Innovative Control Systems, Inc. 71

72 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Tap Reports > Cars on Stack. The Cars on Stack message appears. Using the Reprint Ticket Command You can reprint a ticket at the Hand Held. Figure 62. Cars on Stack Message Enter any valid ticket number from any attended or unattended POS device. You can reprint tickets from previous days and closed shifts. You can enter either a ticket number or a transaction number. If the vehicle has been washed and the services paid for, then the ticket number is removed from the system. In this case, you should enter a transaction number. To reprint a ticket, follow these steps: 1 Tap Reports > Reprint Ticket. The Ticket Number dialog box appears. The last ticket processed by the Hand Held appears in the box. 2 Enter a ticket number or a transaction number in the box. If you entered a ticket number, check the Ticket check box. If you entered a transaction number, clear the Ticket check box. 3 Tap OK. The ticket is re-printed 9. Printer This part includes descriptions of most common printer features. It includes the following main sections: About the Printer on page 73. MAC Address on page Copyright 2007 Innovative Control Systems, Inc.

73 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Icons on page 74. LCD Settings on page 74. Receipts on page 75. Tickets on page 76. Mobile Printer Troubleshooting on page 77. Mobile Printer Preventive Maintenance on page 77. About the Printer ICS offers Zebra QL and QL Plus Series mobile printers with Hand Held installations. Complete documentation for each model printer is proved by the QL and QL Plus Series User Guide available on the Internet at: To begin using the printer, turn the power on and confirm the wireless connection. If the wireless icon appears on the LCD screen, then the printer is connected. SHOULDER STRAP HOLDER LOCATED ON BOTH SIDES OF LCD SCREEN SELECT BUTTON. PRESS TO SELECT ITEM FROM LCD MENU LCD SCREEN SCROLL BUTTON. PRESS TO SCROLL LCD MENU ITEMS POWER BUTTON FEED BUTTON. PRESS TO ADVANCE THE PRINTER PAPER COMMUNICATION PORT RECEIPT PAPER COMPARTMENT LATCH RELEASE ON BOTH SIDES TO UNLOCK PAPER COMPARTMENT Figure 63. Hand Held POS Printer Detail MAC Address The MAC address can be retrieved from the printer. Copyright 2007 Innovative Control Systems, Inc. 73

74 WSA Hand Held Portable Greeter System User Manual Version December 12, With the printer power off, hold down both the feed and power buttons. 2 Release the feed button. A complete status report is printed. The MAC address appears in the Wireless Communications section. Icons Figure 64. Partial Status Report Showing MAC Address The LCD screen will display icons related to status of the different printer functions. The following table provides a description of the common icons. Table 4. Hand Held POS Printer Icons Icon Status Wireless connection. When displayed on the LCD screen, the printer is receiving a wireless signal. Battery power status. If flashing, the battery power is getting low. Printer paper compartment is not closed. If flashing, the printer is out of paper. The printer is receiving a file. LCD Settings In addition to the status icons, the printer settings and functions can be displayed on the LCD screen. The scroll and select key will allow you to view the settings for the Printer and Network. The Display option allows you to view and modify some of the settings. All other settings cannot be changed directly on the printer. Setting changes must be completed in the Label Vista program: n_software/label_vista.html. 74 Copyright 2007 Innovative Control Systems, Inc.

75 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Note: Label Vista is free software for designing labels for CPCLcompatible Zebra mobile or Comtec mobile printers. Label Vista combines an intuitive graphically-based user environment with powerful but easily mastered editing tools. Label Vista also allows the easy creation of format files that remain resident in the printer, for simple merges with variable data files sent from the host, effective for printing labels that have a mixture of constant and variable data fields. Table 5 displays the various menu items and settings. Table 5. Mobile Printer Settings Menu Setting Sensor Type Default set at Bar. Baud Rate Default is Optional settings are 9600 and Data Bits Default is 8. Optional setting is 7. WLAN ID Value is factory set. Label Top Default is 000. Optional settings: Increase +120 dots max or Decrease -120 dots max. Left Position Default is 000. Optional settings: Increase +120 dots max or Decrease -120 dots max. LCD Contrast Default is 0. Optional settings are Increase or Decrease. No-activity Timeout Default set at 60 seconds. Optional settings are 5 min, 10 min, 30 min, or custom. Tear-off Position Default is 00. Optional settings: Increase +120 dots max or Decrease -120 dots max. Media Type Default is Label. Optional setting is Journal. Media Width Sensing Default set at Off. Optional settings are On and Display Width. LCD Backlight Default is Off. Optional settings are On and Momentary on with time delay. Factory Reset Use to reset printer to all factory settings. Default is set to No. Changing this to Yes will reset the printer to the factory settings. Receipts The receipt includes purchase details for the finalized transaction. Copyright 2007 Innovative Control Systems, Inc. 75

76 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Figure 65. Sample POS Receipt, No Bar Code Receipts include a CTN number and payment method. Tickets Receipts that include a barcode are known as tickets. Tickets are printed if your Hand Held is configured as a presell device or if it is configured as a POS with pre-ticketing. You can also select Reports > Reprint Ticket, and then enter a ticket number (instead of a transaction number) to create a duplicate ticket. Figure 66. Sample Ticket from Hand Held with Presell Ticketing A taxable sale on a presell ticket shows the pre-tax price (e.g., 9.43+Tax). The sale is not totaled on a presell ticket. 76 Copyright 2007 Innovative Control Systems, Inc.

77 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Mobile Printer Troubleshooting The following table displays some common printer issues that you can easily correct. Table 6. Mobile Printer Troubleshooting Issue Solution No Power Check the battery for proper installation. Paper not feeding Confirm the paper compartment is latched. Check for paper jam. Poor or faded print Clean print head. Battery icon is flashing Check battery and recharge or replace. Partial, missing, garbled print, or no print Clean print head, check for paper jams, check paper alignment, confirm paper compartment is closed, or check baud rate. Mobile Printer Preventive Maintenance It is important to periodically perform routine cleaning and maintenance to keep your printer in good working condition. Many of the printer parts, such as the print head, platen roller, peal bar, scraper, and tear bar, can be cleaned using a cotton swab saturated with alcohol. The exterior can be cleaned using a warm, damp cloth. For the interior, use a brush or compressed air to remove dust from the sensors. 10. FAQ How Do I Restart the Hand Held After It Goes To Sleep? Press the Red button. How Do I Stop the Hand Held From Going To Sleep? Quit the Hand Held Client software. Tap Start > Settings, and then tap the System tab. Tap Power, and then tap the Advanced tab. In the On battery power: area, clear the Turn off device if not used for check box. Copyright 2007 Innovative Control Systems, Inc. 77

78 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 How Do I Get the Backlight to Turn On? Press the light bulb button on the keypad to illuminate the screen. How Do I Close the ICS Hand Held Client Application? Tap Quit on the Greeter Login screen. How Do I Turn Off the Hand Held? The device does not turn off unless the battery is removed. Can I Void, Credit or Refund a Transaction at the Hand Held? You cannot process voids, credits, refunds, etc. at the Hand Held. Customers must take their receipts to an attended point of sale (e.g., cash register) where the Tunnel Master Point of Sale Entry screen is available. How Do I Change the Payment Method After a Transaction Has Been Posted? Select POS > View Register Transactions in Tunnel Master. Find the transaction, and then select Edit > Payment Type. Can I Change the Greeter for a Specific Transaction? Select POS > View Register Transactions in Tunnel Master. Find the transaction, and then select Edit > Greeter. Why Do I See the No Open Shifts Message In Tunnel Master? If you select POS > Hand Held Cash Management and see the No Open Shifts message, the Hand Held device shift has been closed. You can open a new Hand Held shift by logging into the Hand Held at the Greeter Login screen. Can I Edit the Data for a Closed Shift? You can create a new Removes entry for a closed shift. Select POS > Edit Shift Data. Find the Hand Held shift, and then select File > Edit. Type amounts in the denomination boxes, select an item in the Weather Index box, and then click Save. A new Removes entry is created for the closed shift. 78 Copyright 2007 Innovative Control Systems, Inc.

79 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Why Do I See the Employee Not Clocked In Message? You see this message if you attempt to log in on the Greeter Login screen before you have clocked into the Tunnel Master system. Logging in is not the same as clocking in. You must first clock in, and then you can log in as a greeter at the Hand Held. Follow the steps for Clocking In on page 26. Follow the steps for Greeter Login Screen on page 27. Can I Scan a Presell Ticket with the Hand Held? The Hand Held was not designed to scan in a presell barcode ticket. If you attempt to scan in a presell ticket, the ticket number will be treated as a license plate number. The Plate Information screen appears with Plate not on a file in the Name box. What Is the Difference Between Logging In As a Greeter and Clocking In? When you log into the Hand Held at the Greeter Login screen, or when you change greeters by selecting Options > Change Greeter, you establish who is currently using the Hand Held to process customer transactions. When you clock in at the Hand Held, you establish that you are currently working at the car wash. You can clock in at any attended POS terminal. You must be clocked in before you can log in as a greeter at the Hand Held. Can I Set the Date to See Past Transactions in the Hand Held Cash Management Screen? You cannot view past transactions in the Hand Held Cash Management screen. Setting the date to a day or range in the past does not affect the entries shown in the Hand Held Cash Management journal. The Hand Held Cash Management journal shows entries for the current day only. You can change the date range, and then select POS > Cash Management to view the main Cash Management Journal, which includes Hand Held entries. Copyright 2007 Innovative Control Systems, Inc. 79

80 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 Index # days, 41 % Cars Buying Extra, 68 %Ext. Sales, 69 %Extra Sales/Car, 68 &Labor/Sales, 70 Access, 11 Adding, 34 Avg. Days, 40 Avg. Sales, 40 Balance Inquiry, 70 Base Service, 42 Baud Rate, 75 Beginning Bank Edit, 28 Birth Day, 40 Block Recognizer, 22 Blue Key, 23 Bonus, 40 Book count, 40 exp., 40 value, 40 Card Reader, 19 Cars buying extra, 68 cars/man hour, 70 on stack, 71 Cash drop, 58 payments, 48 Cash Management, 32 about, 32 adding, 34 journal, for hand held, 33 removing, 34 Change Greeter, 63 Clear, 45 Clock In, 26, 61 Clock Out, 62 Close Shift, 64, 65 Club Card scanning, 39 Club Exp., 40 Club Value, 40 Connections bluetooth, 25 confirm, 25 wireless, 25 Credit Card Payments, 49 Customer # days, 41 avg. days, 40 avg. sales, 40 birth day, 40 bonus, 40 book count, 40 Book exp., 40 book value, 40 club exp., 40 club value, 40 date, 41 history data, 40 service, 41 visits, 40 CVV2, 50 Data Bits, 75 Delete, 45 Deposit availability, 58 Edit List clear, 45 delete, 45 Ending Bank, 65 Ext. Sales/Car, Copyright 2007 Innovative Control Systems, Inc.

81 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Extra Sales/Car, 68 Extra Service, 43 Factory Reset, 75 FAQ, 77 Fleet Card Payments, 51 Flow Diagram POS with virtual safe, 29 POS without virtual safe, 30 presell, 32 Gift card, 14 Gift Card Payments, 52 Greeter Login, 27 Hand Held Client Software, 26 Hourly Statistics, 68 Keyboard, 21 Keypad, Numeric, 24 Keypad, QWERTY, 23 Label Top, 75 Label Vista, 75 Labor/Car, 70 LCD backlight, 75 contrast, 75 Left Position, 75 Letter Recognizer, 22 Machine_ID, 12 Man Hours, 69 Media Type, 75 Media Width Sensing, 75 Misc Service, 44 Mismatched Bank, 27 MSR, 19 No Open Shifts, 34 No-activity Timeout, 75 Open Pricing, 45 Opening Bank, 27 Options Menu about, 56 change greeter, 63 close shift, 64, 65 deposit, 58 refresh services, 57 stacking, 60 time clock, 61 Orange Key, 23 Payment Types cash, 48 credit card, 49 fleet card, 51 gift card, 52 presell, 55 split, 54 Plate PLU adding, 41 adding new, 38 not on file, 38 scanning club card, 39 viewing information, 38 base, 14 configure, 14 extra, 14 misc, 14 open pricing, 45 POS bar code ticketing, 28 hand held as, 28 Presell hand held as, 28 transaction, 55 Print Transaction, 56 Printer about, 73 adding, 13 icons, 74 IP address, 13 Copyright 2007 Innovative Control Systems, Inc. 81

82 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 label vista, 75 LCD settings, 74 MAC address, 73 preventative maintenance, 77 receipt message, 14 receipts, 75 troubleshooting, 77 Receipt example, 75 message, 14 Refresh Services, 57 Removing, 35 Reports Menu about, 66 balance inquiry, 70 cars on stack, 71 hourly statistics, 68 reprint ticket, 72 sales statistics, 67 Reprint Ticket, 72 Req. Man Hours, 69 Sales Statistics, 67 Sales/Car, 68, 69 Scanner using, 18 Security Settings, 11 Select Payment about, 46 Sensor Type, 75 Services configure, 14 Services List adding base, 42 adding extra, 43 adding misc, 44 clearing, 45 removing, 45 Set Up, 11 Split Payment, 54 Stacking, 60 State default, setting, 37 Stylus, 21 Tear-off Position, 75 Tickets, 76 Time Clock, 61 Transactions processing, 37 screen, about, 37 Versioning, 11 Virtual Safe, 29 Void, 46 WLAN ID, 75 Zip Code, Copyright 2007 Innovative Control Systems, Inc.

83 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, NOTES Copyright 2007 Innovative Control Systems, Inc. 83

84 WSA Hand Held Portable Greeter System User Manual Version December 12, 2007 NOTES 84 Copyright 2007 Innovative Control Systems, Inc.

85 User Manual Version 1.0 WSA Hand Held Portable Greeter System December 12, Table 7. Document Change History Revision Number Date Contributor Initials Description /19 JL-S First draft /27 JL-S M. Ruiz corrections to Reports section /1 12/10 JL-S R. Haklar global edits. Index. ICS, the ICS logo and Tunnel Master are registered trademarks of Innovative Control Systems, Inc. Lube Master, Tunnel Master exp and Tunnel Master Jr. are trademarks of Innovative Control Systems, Inc. All other company or product names are referenced for identification and may be trademarks of their respective owners. No part of this document may be reproduced in any form or by any means, including but not exclusive to electronic, mechanical, photocopying, etc., without the prior written permission of ICS. This document and the information contained within subject to change without notice. UM Hand Held POS User Manual V R1.0.doc Innovative Control Systems, Inc Jacobsburg Road Wind Gap, PA Fax Copyright 2007 Innovative Control Systems, Inc. 85