HelpCenter

PepsiCo SodaStream Professional (SST-P) - 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.
  • 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 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 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).


A screenshot of the PepsiCo request form, showing the options to create a new location, add devices to 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. 

 

A screenshot of the New 365 PepsiCo. SodaStream Professional Customer Request form, stating 'Serial Numbers are mandatory to submit an order. This form must be completed at least 5 business days before installing the unit, otherwise, purchases will not be able to be made  upon install.'

 

The process flow for Sodastream is as follows: 

A diagram explaining the account creation flow of an SST-P unit

Onboarding a 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" 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

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. 
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" 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

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

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

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

 

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 Basic 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. 

A screen capture displaying the editable Location information within ADM

 

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 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:

  • 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.

Refer to the ADM Reports article for more information on each type of report. 

 

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)
  • 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. 

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

 

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

 

Security

Security or privacy-related requests, such as PCI documentation requests, can be raised via the Security and Privacy Help portal, or via security@365smartshop.com