HelpCenter

PepsiCo SodaStream - Operator Guide
Updated

 

Key Terms
  • ADM: V5 operator web portal for managing products, consumers, and financials.
  • Heartland: The payment gateway.
  • GMA: Global Market Account. An account platform used by consumers, managed by 365 Retail Markets. With GMA, the consumer can maintain a single account allowing them to make purchases at all GMA-enabled SodaStream Professional units.
  • PepsiCo Customer Care: The first point of contact for hardware, the SodaStream Connect app, and consumer account issues. (https://contact.pepsico.com/sodastreamprofessional/contact-us)
  • SodaStream Connect: SodaStream Connect by PepsiCo, Inc. is the consumer app used on SodaStream Professional units.
  • SSP: SodaStream Professional. The commercial version of SodaStream consumer home carbonation product. SodaStream Professional is a unique water dispenser designed to deliver customizable hydration on the go. It allows the consumer to choose from various unsweetened flavors, carbonation levels, and temperature options to make the perfect drink while using the smartphone app to record their preferences and environmental impact.
  • User Account: An employee account for the back-end system, ADM.

 

Overview

The SodaStream Professional (SSP) is a unique water dispenser designed to deliver customizable hydration on the go. It allows consumers to choose from various unsweetened flavors, carbonation levels, and temperature options to make the perfect drink while using the smartphone app to record their preferences and environmental impact. If you have any further questions, see the SPP FAQ.

365 Retail Markets is working with PepsiCo to provide pay-per-pour options by integrating our 365 payments engine. This will be done via credit card, Apple Pay, or a GMA account. 

Consumers will also have the ability to make a one-time purchase ("guest checkout") or create an account with a pre-funded balance within the SodaStream Connect app. Account balances can only be used on SodaStream Professional units via the SodaStream Connect app.

 

SodaStream Set Up

Navigating to the PepsiCo request form will allow you to add a new SodaStream organization, add a location/device, or remove device(s).


A screenshot of the PepsiCo request form, showing the options to create a new location, add devices to an existing location, or remove devices from an existing location.

 

365 requires five (5) business days to implement account creation, or process any changes to process your information. No mobile app payments can occur until your account has been fully created by 365. 

 

The process flow for Sodastream is as follows: 

A diagram explaining the account creation flow of an SSP unit

Onboard New Customer

Note: You must submit your new customer request form at least five (5) business days before mobile app payments are scheduled to occur.

Select the first option on the PepsiCo request form: New 365 PepsiCo. Sodastream Professional Customer Request. 

After selecting "Share with pepsico-org," you will need the following information to complete this form:

  • Company Information: The name, address, and phone number of the company as a whole.
    • Information about individual sales locations for the company will come later in the form. 
  • Points of Contact:
    • Within the company: the name, title, phone number, and email address of the person who will manage the location, known as the Operator 
    • Within Pepsi: the name, phone number, and email address of the Sales Person you received your devices from
  • 365 Backoffice Info: the display name of the company you would like to use in our database
  • Number of locations you will be selling beverages from

Once you have selected the number of locations, you must provide the following for each location:

  • Name of the location
  • Street address of the location
  • 17-digit serial numbers for all devices at that location
    • Example of SodaStream Device Serial Number: 00109300001460720

Finally, you will need to provide: 

  • ACH Authorization: the banking information for the company, such as the bank name and routing number. 
Note: there can only be one bank account assigned per ADM organization. 

 

Add SodaStream Device(s)

If you are already a 365 customer, you may add a SodaStream device location by selecting the Add 365 PepsiCo. SodaStream Professional Devices option on the PepsiCo request form

After selecting "Share with pepsico-org," and checking the box agreeing to your established GMA and CC processing rates, you will need the following information to complete this form: 

  • Display name of the organization
  • Name, phone number, and email address of the Operator
  • Number of locations you will be adding

Only one SodaStream device can be listed per location. For example, if you have two SodaStream devices within the same building, they will each need to be listed as separate locations within ADM. This is important for reporting so that the operator can obtain sales per device.

We recommend utilizing a clear naming convention for each location, such as:

  • SodaStream-12345-Troy-North-Kitchen
  • SodaStream-5678-Troy-North-Lounge

Once you have selected the number of locations, you will need to provide the following for each location:

  • Name of the location
  • Street address of the location
  • 17-digit serial numbers for all devices you will be adding to that location
    • Example of SodaStream Device Serial Number: 00109300001460720

 

Remove Device from Existing Location

On the PepsiCo request form, you may also select the Remove PepsiCo. SodaStream Professional Location and Devices option to remove kiosks from a given location. 

 After selecting "Share with pepsico-org," you will need the following information to complete this form: 

  • Display name of the organization
  • Name, phone number, and email address of the Operator
  • Number of locations you will be modifying

Once you have selected the number of locations, you will need to provide the following for each location:

  • Name of the location
  • Street address of the location
  • 17-digit serial numbers for all devices you will remove from that location
    • Example of SodaStream Device Serial Number: 00109300001460720

 

Employee Management

Create / Manage ADM Employee User Accounts

A user account is an employee account for the back-end system, ADM. Refer to the article ADM - How to Create User Accounts for information on user roles/permissions and user account creation.

All account changes must be done here on an individual basis - bulk edits are not possible. Changes are done via Admin > User/Roles.

If a new organization is being created, Implementation references the work order point of contact (WO POC), and gives them an operator role. The WO POC will then be able to set up any other employee accounts that will require ADM access. 

 

Market Management

The SodaStream device is not managed out of ADM or by 365 in any way. This means ADM will not list products sold via SodaStream devices, and that the device connectivity status, duration, and IP fields will be blank or display N/A within ADM.

Only one SodaStream device can be listed per location. For example, if you have two SodaStream devices within the same building, they will each need to be listed as separate locations within ADM. This is important for reporting so that the operator can obtain sales per device.

We recommend utilizing a clear naming convention for each location, such as:

  • SodaStream-12345-Troy-North-Kitchen
  • SodaStream-5678-Troy-North-Lounge

To make sure that all locations have one SodaStream device and that it is labeled correctly, navigate to the Location Summary, where you will be able to select the Device Summary. Here, ensure that the Hardware Type field is set to SODASTREAM for the location.

 

A gif recording of how to list a device in ADM as a SodaStream device

Consumer Management 

Create / Manage Consumer GMA Accounts

Global Market Account (GMA) is an account platform used by consumers, managed by 365 Retail Markets. With GMA, the consumer can maintain a single account allowing them to make purchases at all GMA-enabled SodaStream Professional units.

SodaStream consumers will have the ability to use 365's GMA technology on the SodaStream Connect app but cannot use the 365Pay app / 365Pay consumer website or 365 devices. The SodaStream Connect app is supported by Pepsi Customer Care and can be used on all SodaStream Professional Devices that use 365 as the payment engine. 

  • Consumers will create their accounts on the SodaStream Connect app directly.
  • Once a consumer has created their account in the SodaStream Connect app, see the ADM - Consumer Management guide for instructions on accessing a consumer account, adjusting consumer balance, and general consumer account management. 

 

EFT GMA Disbursements

EFT GMA Disbursements go directly to the operator. They do not go through PepsiCo. The EFT has a weekly frequency. The EFT GMA Disbursement report can be found in ADM.

 

ADM Reports

365 will be supporting the credit card payment and GMA functions on the SodaStream Connect app. Since the app is not developed by 365, full transactional details will not be displayed in the ADM reports. 

  • For transactions made via the SodaStream Connect app (GMA or Apple Pay), 365 will process the payment with Heartland

365 only collects limited data that is needed to process payment for Heartland approval. ADM will not show data on flavors, taxes, etc. PepsiCo. has access to more detailed transaction information in their backend. Below is the type of information passed to ADM:

  • Date/time of a transaction
  • Transaction type
  • Total dollar amount of a transaction
    (any applicable taxes are included in the total dollar amount displayed. The tax amount is not specified in ADM.)
  • For credit transactions:
    • The card holder's name
    • The credit card type
      (Visa, MasterCard, etc.)
    • The last 4 digits of the card
  • Number of transactions total
    (not the number of items within the transactions)

The reports listed below are the most useful for sales data:
(Refer to the ADM Reports article for more information on each)

  • Transaction Canned Report
  • Daily Sales Summary
  • Credit Transaction Report
  • UFS
  • EFT GMA Disbursement (This goes directly to the operator. It does not go through PepsiCo.)
  • If you need a specific consumer's balance history, view the Balance History section of the ADM - Consumer Management guide.

 

Refunds

365 cannot issue a refund directly to a consumer. The approval/request must come from the operator.

 

Credit/Debit Card Refunds

365 cannot issue a refund directly for a consumer. The approval/request must come from the operator.

Before calling or emailing 365 Support, the operator will need the following information to request a refund: 

  • Total transaction amount  
  • Transaction date 
  • Exact transaction time
  • Amount to be refunded: 
    • If partial refund, include full amount of the transaction as well.
      (Example: Transaction contained multiple items but the consumer is only needing a refund for one item. Total transaction amount: $10.83. Partial refund amount: $2.37.)
  • Recommended: a picture or screenshot of the receipt  

The operator will then request a refund by calling 888-365-6282 or emailing 365 Support at support@365smartshop.com. Typically refunds should be posted to customers' bank accounts within 5-7 business days but this is dependent on the issuer bank and not 365 Retail Markets.

 

GMA Account Refunds

See the ADM - Consumer Management guide for instructions on adjusting a consumer's GMA account balance. 

NOTE: Operators can add funds, but cannot deduct funds from GMA accounts.

 

Payout and Closing of Account

In the case of paying out the balance of an account in order to close it, Support must be contacted to complete this process. 

Example: a customer is ending employment at their workplace and wants their account funds returned. 

Support 

Pepsi Customer Care is the first point of contact for Support on troubleshooting hardware, the SodaStream Connect app, consumer account issues, or credit/ debit issues.

Within the app, there is a Contact Payment Support button. When selected, operators will be connected with the Pepsi Consumer Experience team. Alternatively, Pepsi Customer Care can be reached via https://contact.pepsico.com/sodastreamprofessional/contact-us.

For all mobile pay inquiries, such as credit card/GMA refunds/disputes or payment issues, the Pepsi Consumer Experience team will then direct the operator to the 365 Support Team.