Fleet accounts, Account programs, 4 fleet accounts – Unitec Sentine Owner’s Manual User Manual

Page 28: 5 account programs

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S E N T I N E L

Document Number: SENT1002

18

Document Title:

Sentinel Owner Manual

Program Name

Assign washes – select washes that, when purchased, qualify towards a reward

Frequency Reward – select wash that will be awarded

Expiration – Days in which rewards must be claimed (default will be no expiration)

Accounts will be activated from the management pages by selecting the associated loyalty program and
entering the customer-specific data, including:

User name and contact details (address, e-mail etc.)

Account Number

Redemption method – Code, Card or RF Tag

5.4

Fleet Accounts

Fleet accounts are intended as a ‘house credit’ application where a business will be billed for usage.
Typical customers for fleet accounts include local law enforcement agencies and private businesses with a
number of vehicles in their fleet. Fleet accounts are set up directly from the Accounts menu option and
not from the Programs menu. Once a fleet account is set up for a business, cards, codes, barcodes, or
RFID tags may be activated and assigned to individual users (or vehicles).

Fleet accounts can be set up to restrict a user to a single product or to allow them to select any available
product. The feature also allows the car wash Operator to assign a discount (as a dollar value or
percentage) to the account. This discount will be applied in the Account Transaction report, which serves
as the fleet customer’s statement (for billing).

The fleet account set-up page also has a check box, which is used to identify the account as a
‘maintenance’ account. Maintenance accounts are intended to be used for car wash site employees,
service providers and others that may need to use the wash but are not paying customers. The use of
maintenance accounts is not accounted for in revenue calculations but these uses are counted in the
accounting and house account reports for tracking.

5.5

Account Programs

The account programs option is used to set-up standard products for pre-paid, Site Lynx pre-paid, and
subscription accounts (e.g. $50 gift card, 5 wash pass etc). Once the program is set-up the ‘Accounts’
option can be used to issue or edit an individual account.

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