Table of Contents

• Introduction
• LOCATION
  • Devices
  • Products
  • Promotions
  • Home Commercial
  • Close Commercial
  • Tax Mapping
  • Deposit Mapping
  • Inventory
  • Inventory List
• PRODUCT
  
  • Add a Product
  • Edit a Product
    
  • Extend Product to Location(s)
• MENU
  
  • Creating a Menu
  • Creating Menu Buttons
  • Sort, Edit, or Delete Products from the Menu
  • Sort, Edit, or Delete the Submenu Items
• REPORTS
  • Introduction
  • Reports Main screen
    
  • Favorites
    
  • Recents
    
  • All Reports
    
  • Scheduling Reports
    
  • Date Range
    
  • Frequency
    
  • Editing the Scheduling Forms
    
  • Reports Previews
    
  • Run Report Form and Report Results
• ADMIN
  
  • Transaction
  • Tax
  • Creating a New Tax
  • Category
  • Reason Code
  • Consumer

 

 

Document Revisions

Version	Date	Edited by	Notes
1.0	1/30/2017	Matt Hudas	Original draft.
2.0	6/5/2019	Laurie Sidwell	Reviewed, updated text & images and formatted.
2.1	9/11/2019	Laurie Sidwell	Finished updating.
3.0	2/5/2020	Laurie Sidwell	Added new Reports section.
3.1	3/31/2020	Laurie Sidwell	Made accessible for the visually impaired.
4.0	8/25/2020	Caitlyn Kliest	Updated Products section.

 

Introduction

ADM is the back-end ADMinistration system for 365’s kiosks. The following is the URL for ADM: https://adm.365retailmarkets.com/

Note: ADM is compatible with Google Chrome and Mozilla Firefox.

Each operator has, or is, a manager who is granted permissions to access ADM for that Org. That operator or manager is the only person who can create ADM accounts for additional staff. 

After signing in, across the top of the ADM page is a main menu bar with the following tabs:

• Location
• Product
• Menu
• Reports
• Admin

The following sections will explain each of the tabs in the Menu Bar in additional detail. At the bottom of the Location Summary screen is a row of tabs. Each tab shows additional information which is relevant to that location.

 

LOCATION

From the Location tab you can view all of the locations associated with this Org. Click on any location. The Locations Summary screen displays the following information:

• Location details
• Contact information
• Product details (Product tab)
• Inventory list (Inventory tab)

The Receipt Header and Receipt Footer fields will appear on printed and emailed receipts.

Note: Currently, emailed receipts are only available with NanoMarket.

Scroll down to the bottom of the Location Summary screen and you will see as row of tabs. 

 

Tab 1 – Devices

The Devices tab displays a list of your devices with the Duration, Device Name, and IP Address.

Click on a name in the Device Name column. The Device Summary screen will display. It provides details about the device whose name you selected.

 

Tab 2 – Products

The Products tab will produce a list of products currently available at this location, along with their details.

1. Click on any blue value to make a change.
   
   
2. Click the orange Update Prices button to apply your changes to the kiosk.
   
3. Click the blue Add Product button to see a list of products that exist in your master database but have not been extended to this location.

• Highlight each product you want to add.
• Click the Add button.

 

Tab 3 – Promotions

In the Promotions tab you will see a list of your promotions and their details for the current location. Click in any row to edit the details of that promotion. You can edit the details unless the promotion has a status of “expired”.

Click the Create Promotions button. The Create Promotions screen will display with the following three buttons that will allow you to create a new promotion:

1  Enter Promotion Basics

2  Chose Promotion Filters

3  Promotion Details.

 

Tab 4 – Home Commercial

The Home Commercial screen allows you can add customized commercials that will scroll across your Self-Service kiosk’s home screen when it is not in use.

You can preview a commercial by clicking on its name in the Name column. 

To create a Home Commercial:

1. Click the Add Home Commercial button and a pop up window will display.
   
   
2. Click the Choose Existing tab to select an existing image,

OR

Click the Upload New tab to upload a new image.

The image must be in a PNG or JPG file format. Here are the sizing dimensions based on the hardware:

• 365Kiosk – 960 x 580px
• NanoMarket – 1024 x 580px

 

Tab 5 – Close Commercial

A Close Commercial is a commercial or ad that will display when a kiosk is not currently set to display any menus. It can be useful in promoting existing products and introducing new ones.

 

Tab 6 – Tax Mapping

Note: You will not see this tab if your tax level is set to Item Tax Level. You will only see this tab if your tax level is set to Tax Category.

1. Click on the Tax Mapping tab to set new tax rates for the tax categories for this location.
   
2. Click the Add Mapping A popup window will display.
   
3. Choose a Tax Category and Rate.
   
   
4. Click Save. The top of the Location Summary screen will display again. Scroll down to the Tax Mapping tab to see your new tax.

Note: One or more tax categories and tax rates need to be setup in advance to be able to use the Tax Mapping tab. Your Tax Level must be set to Tax Category to be able to set tax categories and rates.

1. Click the Admin tab in the main menu bar in ADM.
2. Select Tax from the drop-down menu. The Tax List screen will display.
   
   
3. Click the Create New button on the right. A popup window will display.
   
   
4. Enter a description in the Description field.
   
   
5. Click Save. The Tax List screen will display again.
   
   
6. Click the name of the new tax you just created. The Tax Rates screen will display.
   
   
7. Click the Add Rate A pop up window will display with three fields.
   
   
8. Fill in all fields.
   
   
9. Click Save. The Tax Rates screen will display again.
   
   
10. Click Save. The Tax List screen will display again. You have created a new tax category and set up a rate for it.

 

Tab 7 – Deposit Mapping

Note: You will not see this tab if your tax level is set to Item Tax Level. You will only see this tab if your tax level is set to Tax Category.

1. Click on the Deposit Mapping tab set a deposit amount for returnable bottles.
   
2. Click the Add Mapping A popup window will display with two fields.
   
   
3. Fill in the Deposit Category and Amount fields.
   
   
4. Click Save. The top of the Location Summary screen will display again.

 

Tab 6 or 8 – Inventory

Product 365 provides a robust inventory management system. In the Inventory tab you can see your current inventory level, create a Pick-List for the location and print or export your inventory items.

To keep track of inventory and create a Pick-List, all products must have Min Stock and Max Stock values, or they will not display in the Pick List.

1. Click the Products tab in the Locations Summary The following columns with blue text can be edited:
   • Price – What the consumer pays for the product.
   • Min Stock – The minimum stock that should be in inventory.
   • Max Stock – The maximum stock that should be in inventory.
   • Picklist Action – Three actions that you can choose for the Pick List.

1. Enter the Min Stock and Max Stock values for each product.
   
   
2. Click Save. The Location List screen will display again.
   
   
3. Click the location that you have been working with. The Location Summary screen will display for that location. Scroll down to the tabs.
   
   
4. Click the Inventory tab.
   
   
5. Click the Pick List button to view the current Pick List, create a new Pick List, export the Pick List to Excel, and/or submit the Pick List.
   
   
6. Click the Refresh Pick List button to make sure you are viewing the most up-to-date numbers.

 

Tab 7 or 9 – Inventory List

The Inventory List tab shows a list of inventory dates, times and statuses. It is a record of every time inventory is taken at a location. When you click on a date it will show you what was scanned in during that inventory. 

1. Click the back arrow in your browser. The Locations Summary screen will display again.
   
   
2. Click the Inventory List. tab.
   
   
3. Click on any date and time in the Inventory Date/Time You will see a list of items that was scanned during that inventory.

 

PRODUCT

Add a Product

1. Login into ADM.
   
   
2. Click the Product tab. 
   
3. Select Global Products from the drop-down menu.
   
   
4. The Global Products page will display. This page will show you all products across locations. 
   
   By default, you will see the following information for products:
   • Product name
   • Scancode
   • Userkey
   • Tax category
   • Other categories
   • Whether or not the product has modifiers
   • Price (charged to customers)
   • Cost (what the organization paid for the product)
   • Whether or not the product is enabled
     
     Note: You can hide any columns that you do not need by navigating to the Manage Columns button in the upper, right corner.
     
     
5. Click the Create New button in the upper, right corner. The Product Create form will display. 
   
6. There are only three required fields for the new product. However, we strongly suggest entering any and all data that you have related to the product. The required fields are:
   1. Name
   2. Scancode
   3. Price

Note: The information added to the Description field will display on the self-service when the consumers touches the i icon for information.

7. After you have filled in all required and available information for the product, scroll to the bottom of the page and click the Save And Extend button

8. Select the location(s) where you would like to extend the product. You can manually select the locations, or you can click Select All. 

9. When you have selected the location(s) where you want the product to be available, do one of the following:

• • • • Click Save and Done - if you are done adding products. The Global Products page will display again.
      • Click Save and Next - if you have more products. A blank template for a new product will display.

10. Run a full sync to have the new product immediately available at the location(s) you have selected. Click the Location tab in the upper, left corner. A complete list of all your locations will display.

11. Click the name of the desired location in the Location Name column.

12. The Location Summary page for the selected location will display. Scroll to the bottom of the page where you will see these four buttons. Click the Update Prices & Full Sync button.

 

Edit a Product

1. Login into ADM.
   
   
2. Click the Product tab. 
   
3. Select Global Products from the drop-down menu.
4. The Global Products page will display. This page will show you all products across locations. 
   
   By default, you will see the following information for products:
   • Product name
   • Scancode
   • Userkey
   • Tax category
   • Other categories
   • Whether or not the product has modifiers
   • Price (charged to customers)
   • Cost (what the organization paid for the product)
   • Whether or not the product is enabled
     
     Note: You can hide any columns that you do not need by going to the Manage Columns button in the upper, right corner.
     
     
5. Enter the name or scancode of the desired product using the Search field in the upper, right corner. As you begin to type, the product list will automatically begin to filter the results. When the product you want to edit displays on the screen, click anywhere in that row.
   
6. The Product Summary page will display for the product your selected. Make your desired changes.
   
7. Click Save at the bottom of the page. Click Save. The Global Products page will display again.
   
8. Run a full sync to have the new product immediately available at the location(s) you have selected. Click the Location tab in the upper, left corner.
   
   
9. A complete list of all your locations will display. Click the name of the desired location in the Location Name column.
   
10. The Location Summary page for the selected location will display. Scroll to the bottom of the page where you will see these four buttons. Click the Update Prices & Full Sync button.
    

 

Extend Product to Location(s)

1. Login into ADM.
   
   
2. Click the Product tab. 
   
3. Then select Global Products from the drop-down menu.
4. The Global Products page will display. This page will show you all products across locations. 
   
   By default, you will see the following information for products:
   • Product name
   • Scancode
   • Userkey
   • Tax category
   • Other categories
   • Whether or not the product has modifiers
   • Price (charged to customers)
   • Cost (what the organization paid for the product)
   • Whether or not the product is enabled
     
     Note: You can hide any columns that you do not need by going to the Manage Columns button in the upper, right corner.
     
     
5. Enter the name or scancode of the desired product using the Search field in the upper, right corner. As you begin to type, the product list will automatically begin to filter the results. When the product you want to edit displays on the screen, click anywhere in that row.
   
6. The Product Summary page will display for the product your selected. Scroll to the bottom and click the Extend button.
   
   
7. A popup will appear. In this screen you can adjust the fields shown by clicking into the field and editing.
   
   
8. Select the desired location(s) where you want the product to be available. To select more than one location, hold down the Ctrl key on your keyboard and click on the desired locations at the same time. The locations will be highlighted in blue when they are selected.
   
   
9. Click Save when you are done.
   

 

MENU

A menu is a set of products that are selected using on-screen buttons instead of by scanning the barcode. Menus are divided into submenus, which are groups of buttons sorted by category.

The submenu names will only display the first nine characters of the name, the rest is hidden.

Example: “Salad Bar and Fruit Bar” will only display only “Salad Bar ...” The screen will fit a maximum of 10 submenu names.

 

Creating a Menu

1. Click the Menu tab from the main menu bar at the top of the ADM page. The five options shown in the image below will display.
   
2. Select Self Service, for this example. The Self Service Menu List screen will display.
   
3. Click the Create New button in the top, right corner of the Self Service Menu List The Self Service Menu screen will display.
   
   
4. Enter the Name, and the Start Time and End Time of when this menu will be displayed on the kiosk.

Be sure your times do not overlap with any existing Menu Times. Typically for a MicroMarket or NanoMarket you want one menu running all day. The start time should be 00:00 and the end time should be 23:59.

5. Click Save. The Self Service Menu List screen displays again.

 

Creating Menu Buttons

6. Click on any menu in the Name The Self Service Menu screen for the selected location will display. All of the products for that location will be shown, grouped in categories.
   
   Note: If this is a new menu  and products have not been added yet, the screen will look like the image below.
   
7. Click + Add menu button. A popup window will display where you can name the button and add images for it.
   
8. Enter a name for the menu button.
   
   
9. Click Add. The Self-Service Menu displays with your new menu button.
   
   
10. Click +Add sub menu. The same pop up window will display as when you added the menu button.
    
    
11. Enter a name for the sub menu button.
    
    
12. Click Add. The Self-Service Menu displays with your new sub menu button under the menu button that you previously created.
    
13. Click +Add products under your sub menu. The following pop up window will display listing the products you can choose to add to your sub menu.
    
14. Select several products.
    
    
15. Click Add to add the individual products to your newly created sub menu.
    
16. You can select from your product list to add products. Use the Search bar in the top right corner to find your product(s) faster. You can add an unlimited number of products.
    
    
17. Click Save to save your changes.

 

Sort, Edit, or Delete Products From The Menu

1. Click the Menu tab in the main menu bar at the top of the ADM page.
   
   
2. Select Self Service. The Self Service Menu List screen will display.
   
   
3. Click on the menu that you would like to change. The Self Service Menu screen for the selected menu will display. All of the products for that menu will be shown, grouped in categories.
   
4. The Name field at the top can be edited by clicking in it and typing a new name. The same for the Start Time and End Time.
   
   
5. Click on the product you want to sort. Drag the product to the line where you want it to appear.
   
   
6. Click the Edit button which will display when you hover your cursor by the price. The Product Summary screen will open in another tab.
   
7. You can also click the Trashcan icon to the right of any product to delete the product from the menu.

 

Sort, Edit, or Delete the Sub Menu Items

To sort the submenus in the Self Service Menu:

1. Click the Collapse all link.
   
   
2. Click and drag the sub menus so they are in the order in which you want them to appear.
   
3. You can edit or delete a sub menu by hovering your cursor over the sub menu and selecting Edit or Delete.
   
   
4. When you are finished, click the Expand all link.
   
   
5. Click Save to save your changes.

 

REPORTS

Introduction

As part of the server release rel-191025-server, new report functionality has been added to ADM which allows you to retrieve reports more easily. You will now have an organized list of reports that can be setup to send as PDF or Excel files through email or run on a periodic basis.

The reports themselves have not changed. Only the screens where you set up the report criteria have changed.

 

Reports Main screen

To access the Report Main screen:

1. Click on the Reports tab on the Home page of ADM. The screen will display two panels, Reports List and Scheduled Reports. (Figure 1)
   

Figure 1 – Reports Main screen

2. You can view and manage the following new sections in the Reports List panel:
   • FAVORITES
   • RECENTS
   • ALL REPORTS
   • Report categories:*
     • ADMINISTRATION
     • CONSUMER
     • TRANSACTIONS
     • FINANCIAL
     • PRODUCT
     • INVENTORY

*These categories will be expanded when you first open the Reports Main screen.

 

Favorites

When you have chosen reports as FAVORITES, they will appear in the FAVORITES section in the Reports List panel.

• To designate a report as a FAVORITE, click the star next to the eye symbol to the right of the report’s name. The star will turn blue and a copy of the report will appear in the FAVORITES section. (Figure 2)
• To remove a report from the FAVORITES section, click on the star again.
  
  

Figure 2 – Reports selected as Favorites

 

Recents

The last five reports that you have accessed will be listed in the RECENTS section. You cannot delete reports from the RECENTS section. The reports change on a revolving basis as you continue to access additional reports. Reports in this section can also be designated as FAVORITES or previewed by clicking on the eye symbol.

 

All Reports

ALL REPORTS contains the search function that allows you to search for a specific report without having to browse through the six report categories. Click on ALL REPORTS to expand or collapse the list of all reports.

 

Scheduling Reports

The Scheduled Reports panel will populate with a grid after you have run and scheduled a  report. The saved information will be shown in the Scheduled Reports grid. The grid will contain these fields: (Figure 3)

• Report Name
• Frequency (Daily, Weekly, Monthly Specific, Monthly Relative)
• Data Range
• Format (MS Excel or PDF)
• Created By
  

Figure 3 – Scheduled Reports grid

To schedule a report:

1. Click on the report you want to schedule. The report scheduling criteria will display in the left panel. (Figure 4)
   

Figure 4 – Report Scheduling criteria

2. Choose the date or date range. Setting a time range is optional (if this field is displayed). The default date range is Last 30 days.

 

Date Range

The following Date Ranges can be set in the Run Report form:

Yesterday	Last Week
Today	Current and Previous Month
Last Seven Days	This Week
Last 30 Days	Last Month
Last 60 Days	This Month
	Custom Range (If this is selected, the Scheduled Reports grid will show the From Date and To Date in the Data Range column).

3. Choose the Location(s).
   
   
4. Click Run Report. The report will display in the right panel. (Figure 5)
   

Figure 5 – Report displayed in the right panel

5. Click Schedule Report in the upper right corner of the screen. The report scheduling options will display in the Scheduling Form in the left panel. (Figure 6)
   

Figure 6 – Options for scheduling a report

6. Select the Frequency of the report.

 

Frequency

The following Frequency options will display in the Scheduling Report grid:

• Daily – The selection will appear as daily. This is selected by default.
• Weekly – The selection will appear weekly (M/F, S/S).
  (i.e., Weekly with recur Monday through Friday or any combination of days that you choose.)
• Monthly Specific – The selection will appear as monthly (Day 1, 26, 31).
  (i.e., Monthly with recur on day 1, 26, and 31 of every month.)
• Monthly Relative – The selection will appear as monthly (1st Sunday).
  (i.e., Monthly with recur on the 1st Sunday of every month.)

7. Choose the Recipients from a list of ADM users or manually enter comma separated emails.
   
   
8. Select the Report Format: Excel or PDF. Excel is selected by default.
   
   
9. Click Schedule Report. The message “Report Scheduled” will flash in the lower right corner when the report has been successfully scheduled.
   
   
10. Click Done at the top of the screen. The Scheduled Reports grid displays showing your new report. (Figure 7)
    

Figure 7 – Your reports displayed in Scheduled Reports grid

 

To delete a Scheduled Report:

1. Click in the row of any report. Editing Scheduled Report options will display in the left panel. (Figure 8)
   

Figure 8 – Editing Scheduled Report options

2. Select Delete.

The message “Scheduled Report Deleted” will flash in the lower right corner when the report has been successfully deleted. The report will be removed from the Scheduled Reports grid but will still be available in the left panel with all of the other reports.

 

Editing the Scheduling Forms

The Scheduling Form can be used to edit:

• Scheduled report frequency
• Format selected
• Email addresses

The message “Scheduled Report Updated” will flash in the lower right corner when the report has been successfully updated.

 

Reports Previews

To see a preview of any report, tap the eye symbol next to the star by the name of the report. You will see a preview of the report that you selected.(Figure 9) The Report Preview grid will include the following sections:

• Report Name
• Description
• Knowledge Base – links about the report
• Data Included – types of data included in the report
• Preview – image of a sample report
  

Figure 9 – Preview of Account Funding report

If a preview is not available, the message “No preview available for this report” will display.

You can access Report Previews by clicking on the eye symbol in the Report List panel, Run Report Form or the Scheduling Form.

 

Run Report Form and Report Results

You will now be able to run reports conveniently without losing your report criteria when you want to re-run the report for different date ranges or locations.

To access the new Run Report form: (Figure 10)

1. Click on any report in the Report List Panel (left) on the Reports Main The form contains:

• • • Name of the report
    • Report Preview icon
    • Date range fields
    • Locations selection fields
    • The Run Report button

Figure 10 – Run Report form

2. Define your criteria. The Results screen will display the results of the report in the right panel. (Figure 11)
   

Figure 11 – The Results screen

3. You then have the option to export the data to Excel or Print to PDF.

The Results screen will also display these buttons and fields:

• • • Done button
    • To Excel button
    • Print button
    • Scheduled Report button
    • Title of the report
    • Date Range

 

ADMIN

The Admin menu contains several functions that may not be available for all users. However they will be useful to the management staff.

 

Transaction

The Admin Transaction menu allows an administrator to pull up the details of (and print a receipt for) any transaction in the kiosk’s transaction history.

You will need to know the serial number of the kiosk where the transaction occurred, and the transaction number.

1. Click the Admin tab in the main menu bar at the top of the ADM page.
   
   
2. Select Transaction and you will see a screen that looks like the one below.
   
3. Type in the serial number, a hyphen, and the transaction number, i.e., ksk1967-862.
   
   
4. Adjust the date range as desired (it will default to the past week).
   
   
5. Check the boxes for any locations you want to search.
   
   
6. Click the Find button. A list of results will display.
   
   
7. Click one of the results and it will expand to show you its full details. The detail view will also include a Print button.

 

Tax

Note: You will not see this option in the drop-down menu if your tax level is set to Item Tax Level. You will only see this option if your tax level is set to Tax Category.

The 365’s ReadyTouch kiosks and ADM can support multiple taxes. To apply one or more taxes:

1. Click the Admin tab in the main menu bar at the top of the ADM page.
   
   
2. Click Tax. You will see a list of current tax rates that have been applied, or a notification that there is no tax rate currently being applied.
   
3. Click on an existing tax rate to view or edit it,

OR

Click the Create New button in the upper, right corner to create a new tax rate.

 

Creating a New Tax

1. Click the Create New button and Tax Create screen will display.
   
   
2. Type the name of your new tax in the Description field.
   
3. Click the Save button to add your tax. You will be returned to the Tax List screen.
   
   
4. Click on the new tax you just added. The Tax Rates screen will display.
   
5. Click the Add Rate A popup window will display.
   

Each tax has two rates and it is important that you are aware of both of them.   

Rate = Dine-In tax rate

Rate 2 = Carry-Out tax rate

Start Date = The date the POS (Point-of-Sale) will begin applying that tax.

Note: If you select the same tax again and choose Add Rate, the Start Date of your new tax rate will become the END DATE of the previous tax rate.

6. Fill in the Rate, Rate 2, and Start Date fields.
   
   
7. Click Save. The Tax Rates screen will display with your new tax information.

 

Category

The Category list provides a list of every product category in your product catalog.

1. Click the Admin tab in the main menu bar at the top of the ADM page.
   
   
2. Click Category from the drop-down menu and the Category List screen will display.
   
3. Click on the Name of a tax. The Category Summary screen will display, where you can rename the tax or set the sequence number (Seqnbr).
   
4. Go back to the Category List window. Click the Create New button in the upper, right corner to create a new product category and the following screen will display.
   
5. Enter a product category name in the Name field.
   
   
6. Select a category from the Type drop-down menu.
   
   
7. Adding a sequence number is optional.
   
   
8. Click Save. The Category List screen displays again.

 

Reason Code

In the Reason Code screen you can add and delete reason codes to adjust inventory.

1. Click the Admin tab in the main menu bar at the top of the ADM page.
   
   
2. Click Reason Code from the drop-down menu and the Reason Code List screen will display.
   
3. Click the Create New button to create a new reason code. The Reason Code Create screen will display.
   
4. Enter a name (i.e., Spoiled, Restock, etc.) for the new Reason Code.
   
   
5. Select ADD or REMOVE from the Action drop-down menu.
   
   
6. Click Save. The Reason Code List screen will display where you can see that your new Reason Code has been added under the Name column.
   
   
7. Click the Reason Code that you just created. The Reason Code Show screen will display, where you can edit the name or change the action of the new Reason Code.

 

Consumer

The Consumer List screen displays all of the consumers that have an account under your Org.

1. Click the Admin tab in the main menu bar at the top of the ADM page.
   
   
2. Click Consumer from the drop-down menu and the Consumer Search screen will display.
   
3. You can search by ID, name or email. If you do not complete this field, your search will display everyone at the location that you select.
   
   
4. Select a location from the Locations drop-down menu.
   
   
5. Choose a status from the Status drop-down menu.
   
   
6. Click Go. A grid will display with the following information about each consumer:

ID	Last Activity
Org	Active – Yes or No
Location – the location where they created their account and/or first used their account, if it was created using  365Pay.	Email address Scancode Phone
First Name	Points
Last Name	Registered
Balance

7. Click the ID of any consumer to edit their account and the Consumer Summary screen will display.
   
8. Click in the appropriate field to edit it. You can edit any of the fields that are not grayed out.
   
   
9. Click Save when you are done making edits.
   
   
10. Click Print to export the information to an Excel spreadsheet. This will include the consumer’s history of funding and purchases.

Note:   If the consumer leaves their company and you need to close their account, click Payout & Close. This will zero out the account and make their account inactive.