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.
- The PepsiCo Consumer Experience team: The first point of contact for hardware, the SodaStream Connect app, and consumer account issues. Found at https://contact.pepsico.com/sodastreamprofessional/contact-us
- SodaStream Connect: SodaStream Connect by PepsiCo, Inc. is the consumer app used on SodaStream Professional units.
- SST-P: 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 (SST-P) is a unique beverage 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 SST-P 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).
365 requires five (5) business days to implement account creation, or process any changes to your information. No mobile app payments can occur until your account has been fully created by 365.
After submitting your request, you will receive a confirmation email.
Onboarding a New Customer
Select the first option on the PepsiCo request form: New 365 PepsiCo. Sodastream Professional Customer Request.
After selecting "Share with pepsico-org" from the drop-down menu, 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 (up to eight)
Once you have selected the number of locations, you must provide the following for each location:
- The Name of the location
- The Street address of the location
- The 17-digit serial number for the device 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.
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" from the drop-down menu, and checking the box agreeing to your established GMA and CC processing rates, you will need the following information to complete this form:
- The Display name of the organization
- The name, phone number, and email address of the Operator
- The number of locations you will be adding (up to eight)
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 would like to create, you will need to provide the following for each location:
- The Name of the location, beginning with "SodaStream-"
- The Street address of the location
- The 17-digit serial number for the device at that location
- Example of SodaStream Device Serial Number: 00109300001460720
Replace Device from Existing Location
The third PepsiCo request form option is Replace PepsiCo. Soda Stream Professional Device. Replacing your SodaStream device, but keeping the location information the same, this form allows you to provide us with the updated serial number.
After selecting "Share with pepsico-org" from the drop-down menu, you will need the following information to complete this form:
- The Display name of the organization
- The name, phone number, and email address of the Operator
- The number of locations you will be replacing devices for (up to eight)
You will also need the following information for every device you will be replacing:
- The Name of the location, beginning with "SodaStream-"
- The Street address of the location
- The serial number of the current device at that location
- The serial number of the new device being put into at that location
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" from the drop-down menu, you will need the following information to complete this form:
- The Display name of the organization
- The name, phone number, and email address of the Operator
- The number of locations you will be adding (up to eight)
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
Security
Security or privacy-related requests, such as PCI documentation requests, can also be raised with this portal.
PCI Document Request
This option on the PepsiCo request form allows you to request our PCI Attestation of Compliance.
To complete this form, the following is required:
- The operator's name and email address
- The organization's display name
- The name of the location
- A brief summary of the request
Once you have selected the Share with pepsico-org option at the bottom of the form, your PCI Documentation request can be sent. Please allow 1 business day for a response.
General Security Questions
The PepsiCo request form also allows you to ask general security questions.
To ask these questions, you must input the following information:
- A one-sentence summary of your question
- The operator's name and email address
- Organization Display Name
- Location Name
- Description
With Share with pepsico-org selected, the General Security Question form can now be sent. Please allow 40 hours for a response to your security questionnaire.
ADM Settings
Once you have submitted these forms and your account has been created, you will have access to ADM, the back-end system for managing your device locations, employees, consumer accounts, and more.
If you have questions about ADM and would like to schedule a live training session, you can request one via our 1:1 Training Request Form.
Location Management
If you need to change any information about a location, you will first log into your ADM account. Next, select the name of the location you would like to update from the Location List.
At the top of the page, directly beneath the heading Location Summary, you will see a blue bar across the page that reads Click here for location information and settings ( + ). Clicking on this bar will display the location information, in text fields that can be edited.
Once you have made the required changes to your location information, scroll to the bottom of the page and select the Save option.
Employee Management
Create / Manage ADM Employee User Accounts
Operators can create employee accounts, which are called user accounts 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.
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.
Consumer Management
Create / Manage Consumer GMA Accounts
Global Market Account (GMA) is an account platform used by consumers and managed by 365 Retail Markets. With GMA, the consumer can maintain a single account, which allows 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 they cannot use the 365Pay app / 365Pay consumer website or 365 devices. The SodaStream Connect app is supported by the PepsiCo Consumer Experience team 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
- The 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 cardholder'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)
Most reports will work with the SST-P, and you may refer to the ADM Reports article for more information on each type of report.
However, many reports will show the SST-P listed as a location, not a device. You can use the following reports to see the SodaStream device name specifically:
- 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.
These reports will display the SST-P in this way:
Refunds
A refund request must come from the operator of the location. 365 cannot directly issue a refund to a consumer.
Credit/Debit Card Refunds
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 a partial refund, include the full amount of the transaction, as well.
(Example: the transaction contained multiple items, but the consumer only needs one of those items refunded)
- If a partial refund, include the full amount of the transaction, as well.
- Recommended: a picture or screenshot of the receipt
The operator will then request a refund by calling 888-365-6282, or by 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.
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
Within the SodaStream app, end users will find the Contact Payment Support button. When selected, operators will be connected with the Pepsi Consumer Experience team. The PepsiCo Consumer Experience team can also be reached via the PepsiCo Contact Us webpage. The PepsiCo Consumer Experience team is the first point of contact.
The PepsiCo Consumer Experience team will handle any issues with the following:
- hardware
- the SodaStream Connect app
- consumer account issues
- credit or debit issues
The 365 Support Team will handle any issues with the following:
- mobile pay inquiries, such as:
- refunds for credit cards or GMAs
- disputes about credit card or GMA refunds
- payment issues
Status Alerts
In the event of a credit processing service outage, operators will be able to sign up for status alerts as normal via System Status - 365 Retail Markets.