Administration

Manage Locations

A list of sites.

• Click a site to manage its details. 

1.   Click the Location tab to see all locations.

2.   Click on a location to see its devices and location information.

Manage Web Users

A list of web users.

• Add a new user or click an individual user to manage their account.

1.   Click Admin.

2.   Click Users and Roles.

You can manage and create web users from this screen.

Manage Kiosk Users

A list of kiosk users.

• Add a new user or click an individual user to manage their account.

1.   Click Admin.

2.   Click Users and Roles.

3. Create account and generate a PIN to use on the kiosk.

You can manage and create kiosk users from this screen.

Under Manage User and Roles, the Driver Permissions are considered Kiosk Users.

Kiosk Sync Log

A list of events.

• Can be filtered by location, type, date and sync success or failure.

Click the image of a bell in the upper right corner.

Manage Reason Codes

A list of reason codes.

• Add a new reason code or click an individual code to manage its details.

1.   Click Admin.

2.   Click Reason Code.

Manage Notifications

Notifications by site –

• Kiosk offline – can adjust time frame and email recipient.
• No sale – can adjust time frame and recipient.
• No credit batch – recipients.

Click the mail image in the upper, right corner.

365 Help Documents

Help and support material.

Click the Help link at top, right to go to the HelpCenter.

Customer Service

Customer Transactions

A list of individual customer totaled transactions.

• Can be filtered by list, location and date range.
• Report is exportable.
• Click on a customer transaction for more details.

1.   Click Admin.

2.   Click Consumer Search.
Note: An ID, name, or email is NOT required when searching.

3.   Click on a consumer account to get details on their transactions.

Use the red Action button to export the list of consumers you found in your search.

Customer Information

A list of customers.

• You can search the list by location,  active or inactive.
• Report is exportable.
• Click the customer’s name to see their details.

1.   Click Admin.

2.   Click Consumer Search.

Note: An ID, name, or email is NOT required when searching.

Credit Transaction Log

A list of credit card transactions.

• Can be filtered by location, charge or credit.
• Report is exportable.

1.   Click Reports.

2.   Select or search Credit Transaction from the drop-down menu.

Account Funding Summary

Displays aggregate funding by location and date.

• Line items are expandable.
• Report is exportable.

1.   Click Reports.

2.   Select or search Account Funding from the drop-down menu.

Cancel Report

Contains canceled transactions by location and date.

• Double-click to open line items.
• Report is exportable.
• Images of cancelled transactions can be printed.

1.   Click Reports.

2.   Select or search Cancel Report from the drop-down menu.

3.   Click cancelled transaction to view an image of the transaction.

Transactions

Sold Detail

Transactions displayed by site, date, and payment method.

• Double-click a transaction for more detail.
• Report is exportable.

1.   Click Reports.

2.   Select or search Sold Details from the drop-down menu.

Sold Summary

Sales displayed by category, date, location, and total per product.

• Report is exportable.

1.   Click Reports.

2.   Select or search Product Sales from the drop-down menu.

3.   Set the parameters.

4.   Run the report.

5.   Export it.

Sold Totals Summary

Displays aggregate sales totals by site and date.

• Report is exportable.

1.   Click Reports.

2.   Select or search Daily Sales Summary from the drop-down menu.

Sold Item COGS

COGS displayed by item.

• Can be filtered by location and date.
• Report is exportable.

1.   Click Reports.

2.   Select or search Sold Item COGS from the drop-down menu.

Cash In Summary

Total report of cash received by site and date.

• Report is exportable.

1.   Click Reports.

2.   Select or search Cash Audit from drop-down menu.

Cash In Detail

Transactional report of cash received by site and date.

• Report is exportable.

1.   Click Reports.

2.   Select or search Cash Audit from the drop-down menu.

Cash In Kiosk Report

Cash out report by site and date.

• Report is exportable.
• Report gives an accounting of who cashed out.

1.   Click Reports.

2.   Select or search Cashout Log from the drop-down menu.

Financial Summary

Displays financial breakdown totals.

• Can be filtered by site and date.
• Credit, cash, account, totals, etc., are NOT exportable.

1.   Click Reports.

2.   Select or search Financial Summary from the drop-down menu.

Sales Analysis

Displays sales totals by product.

• Can be filtered by location, date and category.
• Can be grouped by item and location.
• Report is exportable.

1.   Click Reports.

2.   Select or search Product Sales from the drop-down menu.

Promotion Analysis

Displays promotion activity by location and date.

• Report is exportable.

1.   Click Reports.

2.   Select or search Promotion Analysis from the drop-down menu.

Financial

Shows site specific financials.

• Can be filtered by location and date.
• Report is exportable.

1.  Click Reports.

2.  Select or search Financial Canned Report from the drop-down menu.

Transaction

Shows transactional totals.

• Can be filtered by site and date.
• Report is exportable.

1.   Click Reports.

2.   Select or search Transaction Canned Report from the drop-down menu.

Account

Shows the total of accounts by site and activity range, quantity and total funds.

• Report is exportable.

1.   Click Admin.

2.   Click Consumer.

Note: ID, name, or email is NOT required when searching.

Product

Displays sales by product.

• Can be filtered by location and date.
• Report is exportable.

1.   Click Reports.

2.   Select or search Product Canned Report from the drop-down menu.

Manage Items

Manage SKU

Used for product management.

• Can be filtered by site, type, active or inactive buttons.
• Double-click an item to manage it.
  You can:

o   add an item

o   export an item

o   import a template

o   make tax adjustments

1.   Click Product.

2.   Click Global Product.

3.   Click on the desired product.

4.   Adjust as needed.

Note: This is also available at the location level.

1.   Click Location.

2.   Scroll down the Location Summary page and click the Product tab.

Add New SKU

Same as “Manage SKU” except this option displays a blank entry screen for an individual product.

1.   Click Product.

2.   Click Global Product.

3.   Click Create New button in the top, right.

4.   Enter the item information.

SKU Quick Edit

You can make mass edits to a product.

• Filter by any item or location identifier:

o   Click Edit.

o   Make adjustments.

o   Click Save.

1.   Click site from the Locations tab, scroll to the bottom.

2.   Click Products.

You can do price, pars, and pick action from this screen.

Manage Promotions

You can manage, add or deactivate promotions by site.

1.   Click Admin.

2.   Click Promotions.

3.   Click Manage Existing or click Create New to implement.

Promotions available for this product are:

• Tender/On-Screen – RT, V5, Nano, 365Pay
• Bundle – V5, Nano, 365Pay

Inventory Management

You can adjust quantities on hand by location.

• You can do inventory and reason adjustments from this screen.

1.   Click the site from the Locations tab.

2.   Scroll to bottom and click Inventory.

Inventory

Pick List

Used for picklist management.

• Affected by Lightspeed integration.
• Select items and quantity to push to market or Lightspeed.
• Report is exportable.

1.   Click Products.

2.   Click Pick Lists.

3.   Choose a location(s) on the left. 

4.   Click Refresh.

5.   Click Push to Inventory when you are ready to update inventory.

Note: If you are using Lightspeed, it will say Send to Lightspeed.

Inventory Analysis

Displays inventory totals.

• Can be filtered by location, type, active, inactive, and item pedigree.
• Report is exportable.

1.   Click Reports.

2.   Select or search Inventory Analysis from the drop-down menu.

Inventory Summary

Same as “Inventory Analysis” but without the Item Type column in the report.

• Report is exportable.

1.   Click Reports.

2.   Select or search Inventory Value Summary from the drop-down menu.

Entry Summary

You can add items to a market.

• Can be filtered by item type, reason, date and location.
• Report is exportable.

1.   Click Reports.

2.   Select or search Entry Summary from the drop-down menu.

Delete Summary

You can remove items from a market.

• Can be filtered by item, type, reason, date and location.
• Report is exportable.

1.   Click Reports.

2.   Select or search Delete Summary from the drop-down menu.

Variance Analysis

Displays a Variance report.

• Can be filtered by location and date.
• Report is exportable.

1.   Click Reports.

2.   Select or search Inventory Variance from the drop-down menu.

Home Screen / Dashboard

Online/Offline

Status arrow shows if a device is online or offline.

Click Locations.

   The Devices column will show offline or online statuses.

Location List

List is sortable.

Click Locations.

   The Location column will show all sites in that organization.

Sales

Displays the current daily sales.

Click Locations.

   The Daily Revenue column will show all sites in that organization.

Transaction Count

Displays the transaction count.

Click Locations.

   The Daily Transactions column will show all sites in that organization.