Make a Wash Service Sales Item

This guide will show how to create a new wash service Sales Item from tunnel controller to point of sale software. This guide will assume we are creating a Wash Service for sale at an Auto Sentry & Point of Sale kiosk. Please note that step 4 and 5 will be dedicated to the Auto Sentry Terminal and Point of Sale instructions, respectively.

Overview:

1. Controller Services Setup in WBC software
2. WashConnect Controller Services
3. WashConnect Sales Items
4. WashConnect Profiles – Auto Sentry
5. WashConnect Profiles – Point of Sale
6. Considerations

Controller Services Setup in WBC software

In order to make a wash service, the tunnel controller is the first place to begin the set up process. These instructions will assume your site is using a tunnel controller like the Tunnel Master wbc, but the concept will be similar if you are not using this device.

1. Log into the Tunnel Master wbc Controller.
   a. The Username and Password for this can be changed, please work with your team if you do not have access to this information.
2. If needed, create relays for this service following these instructions.
3. Create a Service following these instructions.
4. Make note of the PLU number of the service as this will be referenced in the next steps.

WashConnect Controller Services

WashConnect Controller Services is how the software knows which wash service number to ask for when sending requests to a controller. Follow these instructions to set up Controller Services within WashConnect.

1. Log in to the local, site level of WashConnect (this will typically be the name of your wash).
2. Select System Setup > Devices > Controller Services.
3. In the Profit Center list, select the profit center for your controller service.
4. Click the Add button to begin making a service.
5. For the PLU# field, type the same number as the WBC Controller Service number noted in step #4 of the previous section.
6. The Price and Name fields will not directly affect the end-user. The next phase will cover the price and name fields that will affect the end-user.
7. Define whether this service is a Base, Extra or Retract service within the Type drop down field.
8. Click the save button to finalize your changes.

WashConnect Sales Items

Sales Items are how we define what the end user will see and pay to allow this Wash Sales Item to be performed by the controller.

1. Log in to WashConnect from either the local or corporate level.
   a. Log in to Local if this sales item should only be viewed or edited from a specific site location.
   b. Log in to Corporate if this sales item should be viewed & edited from the local or corporate level.
2. Select Configuration > Goods and Services > Sales Items.
3. Define the profit center for this item within the Profit center drop down.
4. Click the Add button to load the Sales item form.
5. Set the Type, Name, and Price of this sales item.
   a. This Name and Price will affect the end-user.
6. Make any other changes to this Sales Item, and then click the Save button.
   a. For more information, see the Sales Item descriptions WashConnect Web Help topic.
7. Click the Add Controller Service button to load the controller service prompt.
   a. If logged into the Local Site level, locate the controller service number set in the previous phase, then click the box to add a checkmark which will assign the controller service to the sales item.
   
   
   
   b. If logged into the Corporate level, type the number of the controller service and then locate the site(s) that have the controller service number assigned in the last phase from the drop down list of options.

WashConnect Profiles – Auto Sentry

Profiles are how the software knows which devices can sell what sales items and when they can sell said items. The Retail profile only needs to be made once for a daily sales profile, but additional ones can be made if you desire to offer specials based on time/date. If you already have a Retail profile, simply edit the existing profile and add the new sales item(s) made in the previous phase.

Please pay attention to the following instructions for how to sell these wash services on an Auto Sentry:

1. Log into WashConnect from the same level chosen during the last phase:
   a. Select Local for sales that will only occur at this car wash location.
   -OR-
   b. Select Corporate for sales that will need to occur across multiple locations.
2. Select Configuration > Goods and Services > Profiles.
3. Click the Add button.
4. In the Profile box, type a name for the Profile.
5. In the Device Type box, select Auto Sentry.
6. In the Devices box, click to select one or more devices that we wish to offer the wash services from.
7. In the Service Type box, click to select Wash Service.
   
   
   
   
8. In the Services tools, click to select the Add Base Service button
9. Click to select one or more of the Base Wash Sales Items made during the previous step
10. Click the OK button.
    a. To add Extra Services offerings to a Base Wash, follow these steps #13-18 for each Base Wash Service:
11. Click to select the Wash Service.
12. Click the Add Extra Service button.
13. In the Extra dialog box, click to select one or more Extra Services to offer the customer for the base wash selected.
14. Click the OK button.
15. Repeat steps 12-15 until for each Base Wash Service as necessary.
16. Click the Save button.
17. Click the OK button.
    The Profile saved successfully message appears.
    
    Next, setup a Schedule for the Retail Profile:
18. Click to select a Profile.
19. In the Schedule toolbox, click the Add button.
20. In the Day box, select the days of the week to validate the Retail Profile.
21. In the Start Date box, select the date you want to begin using the Retail Profile.
22. In the End Date box, leave blank if you always want to use the Retail Profile.
23. In the Start Time box, leave 12:00am if you want this to profile to always be available.
24. In the Vehicle box, select Normal.
25. In the Applies To box, select Retail from the list.
26. To add multiple schedules, click the Add button and set up another schedule.
    NOTE: Rule for overlapping time period Schedules: the most recent start date takes priority.
27. Click the OK button.
28. If you receive the "Schedule saved successfully" message, click the OK button.
    NOTE: If the Profile is enabled and the schedule is set appropriately, it is immediately live for customers to see.
29. If the profile is disabled, click to select the Profile.
30. Click the Enable button.
    NOTE: If controller services are not set up for the individual sales items saved in the Profile, an error message will appear.

WashConnect Profiles – Point of Sale

If we also need to sell the new sales item(s) from an attended point of sale, follow these steps:

1. Login to WashConnect from the same level chosen during the last phase
   a. Local for sales that will only occur at this car wash location
   b. Corporate for sales that will need to occur across multiple locations
2. Select Configuration > Goods and Services > POS Profiles
3. If you already have a POS Profile, the next steps will vary based on the Assignment Mode set on the POS Profile.
   a. If set to Exclude Only, skip steps # 4-10 and confirm the sales item(s) can be seen on the Point of Sale’s Open Shift screen.
   b. If set to Include Only, edit the Profile by clicking the Edit button, and then proceed with steps 4-10.
4. Expand the Assign Sales Item node.
5. In the Profit Center list, select a Profit Center.
6. All sales items are selected by default and sales items can be selected and deselected by clicking on the Profit Center or by clicking on individual Sales Items.
7. When selecting the items that will be in the POS Profile, click the Save button to save the changes to the profit center that you are working on, and this keeps the window open so you can switch to another profit center.
8. After all changes are made, click the Save and Close button.
9. The message Profile saved successfully appears.
10. Next, in order for the Profile to take effect, set a valid schedule and enable the Profile.

Considerations

Always test your sales items fully by selling them from the intended sales devices, and performing the wash in the tunnel to confirm all equipment operates as it should. Due to this uncertainty, it is always advised to perform a Ghost Wash before washing actual vehicles.