Multi-Site Accounts Setup
Table of Contents Overview ......................................................................................................................................... 1 System Requirements ................................................................................................................. 1 Setup ........................................................................................................................................... 1 Account Setup ..............................................
Overview The Multi-Site Accounts feature utilizes the Sierra Shared Payments application to allow accounts stored on a site controller to be used at other locations. While accounts can only be set for multi-site sharing when they’re stored on a controller, accounts can be used at any site with a Portal, C-Start, Sentinel, WashPay device or Wash Select II (when its connected to a site controller). Account types supported are Prepaid, Fleet, Subscription (unlimited wash) and loyalty.
Figure 1. Restart Server Utility Screen 4. Go to the Setup tab then go to Shared Payments in the left frame. Figure 2. Shared Payments Configuration Screen 5. Click Add Remote Site.
Figure 3. Edit Remote Site Configuration Screen 6. Enter the Site Name for the remote site. 7. Enter the Remote site’s IP address as the Web Address. Do NOT enter port numbers (example :9820). 8. Enter the Database ID for the remote site. 9. Select the Time Zone from the drop down menu. 10. Enter the Zip Code to the remote site. 11. Click Save. 12. Repeat these steps for each remote site you’d like to connect. NOTE: These steps will need to be repeated at EACH publishing site. Figure 4.
If you have a pre-existing site and would like to share all accounts saved on that site, go to the Utilities tab, then to Shared Payments on the left frame. Figure 5. Shared Payments Utility Screen The Manage Accounts buttons allows you to choose whether or not you would like to “bulk” select all existing accounts to be shared. Figure 6. Manage Accounts Utility Screen Click Shared to share all local accounts, or click Not Shared to only share certain accounts by managing them under the Accounts tab.
Account Setup When creating new accounts, or if you’d only like to share some, but not all accounts, go to the Accounts tab and click on the Edit button next to the account name. To share account programs, house accounts or fleet accounts, make sure to select the Share box at account setup. If the Shared box is not checked, that account will be authorized at that site, only. Figure 7.
Figure 8. Fleet Account Setup Screen A shared fleet account will allow fleets with multiple vehicles to use the accounts at the connected sites. You may also “share” individual users of the fleet account. Shared Accounts Management Summary Once the remote sites are configured, the Summary screen will have an added button for an Enterprise View. Click the Enterprise Overview. Figure 9.
The Enterprise Overview screen will display all connected sites, the status of the server, the wash count, current sales totals, and the current weather. Figure 10. Enterprise Overview Screen The site names are links to the management software of that particular site. The weather is a link to the National Weather Service. Utilities To test the connection between sites, go to the Utilities tab, then to Shared Payments on the left frame. Figure 11.
