2.2. El transporte de carga aérea
2.2.4. Qué es una aerolínea
This part includes descriptions and step-by-step procedures for processing customer transactions. It includes the following main sections:
Viewing the Transactions Screen on page 37.
Viewing Plate Information on page 38.
Viewing Customer History Data for Tracked Services on page 40.
Adding Default Customer Data at the Hand Held on page 41.
Adding Base, Extra and Misc. Services to the Transactions List on page 41.
Finalizing a Transaction on page 46.
Viewing the Transactions Screen
The top half of the transactions screen provides fields for the greeter to enter the customer plate and select a Base, Extra or Misc service. The Service Name and Price
area lists services currently selected for the customer.
Note: The default state (e.g., PA) will appear in the Plate box.
Figure 25. Transactions Screen
Selected services and their pre-tax prices appear in the Service Name and Price
areas.
The bottom menu bar provides the following selections:
Finalize (POS) or Print (Presell).
Options. Refresh Services, Deposit (if Virtual Safe unavailable), Stacking, Time Clock, Clock In, Clock Out, Change Greeter, Close Shift (POS only).
Reports. Sales Statistics, Hourly Statistics, Balance Inquiry, Cars On Stack, Reprint Ticket.
Edit List. Delete, Clear.
Viewing Plate Information
1 On the transactions screen, enter the state and plate number in the Plate boxes, and then tap Go. The Plate Information screen appears.
If Plate Not on File appears in the Name box, no information is available for that plate. You can add the information in Tunnel Master software. Or you can add a new default customer profile at the Hand Held by processing the transaction while the unknown plate number appears in the Plate box in the transactions screen.
Figure 26. Plate Information Screen with No Customer Data
If information about the customer is available, the data appears in the Plate
Information screen.
Figure 27. Plate Information Screen with Customer Data
Using the Barcode Scanner to View Plate Information
If the customer has a loyalty card or club card, you can use the barcode scanner to view the customer history and license plate data. When you scan card, the Plate Information
screen appears. Aim the scan window at the bar code, and then press the scan button.
Note: See Using the Scanner on page 18 for more information.
About the Plate Information Screen
The following information in the Plate Information screen on the Hand Held is derived from the Customers screen (Customer > Customer) in Tunnel Master.
Name & Address. This information appears as entered in the customer record in Tunnel Master.
First Visit & Last Visit. Date of the first and last time customer came in using a license number with known customer information.
Avg. Days & Avg. Sales. Average days between sales and average sales per car. Avg. Sales is the total dollars in sales divided by the number of total visits.
Bonus. Total number of bonus points customer has accumulated if promotion is active.
Birth Day. Birthday information. This is required if customer wishes to participate in the system Birthday Promotion program.
Book Count. Number of active and pending wash book coupon points remaining for customer.
Book Value. Redeem value of active wash book coupons. Book Exp. Expiration date of the wash book.
Club Value and Club Exp. is derived from the Cars screen (Customer > Cars) in Tunnel Master.
Club Value. Redeem value of the club PLU assigned to the license plate. Club Exp. Expiration date of the club PLU assigned to the license plate.
Viewing Customer History Data for Tracked Services
Before entering a transaction, you can view customer history data for tracked services. You can use this information to suggest new base washes the customer might like to try, or to offer upsell items.
Note: Tracked services are established in Tunnel Master by checking
the Track box in the Services screen. To view customer history data, follow these steps:
1 On the transactions screen, enter a state and license plate number in the Plate
boxes, and then tap Go. The plate information screen appears.
2 On the plate information screen, tap History. The customer transaction history screen appears.
Note: Turn the Hand Held device sideways to view customer
Figure 28. Customer History
# Days. The number of days since the tracked service was purchased. Date. Month and day. Does not include year.
Service. Name of tracked service.
3 After viewing the data, tap Ok in the upper-right corner of the screen to exit.
Adding Default Customer Data at the Hand Held
You can process a customer transaction with an unrecognized state or license plate in the
Plate box on the transactions screen (e.g., the plate is not on file). This will create a new default entry for that customer in the database after the transaction is finalized.
1 Enter new state and license plate number in the Plate boxes.
2 Process a transaction at the Hand Held.
3 Finalize the transaction. A new a car key and customer key is created in Tunnel Master. The default customer first name is UNKNOWN. You can update the customer and car data in Tunnel Master at a later time.
Adding Base, Extra and Misc. Services to the Transactions List
To sell or presell services, you can choose from among three main options: Base, Extra, and Misc. Available services for these main options are configured in Tunnel Master. Valid combinations of services are as follows:
One Base.
One or more Misc.
One Base plus one or more Extra and/or Misc.
You cannot select an Extra service by itself.
If you select an Extra service in combination with a Misc. service, then you must also select one Base service before finalizing the transaction.
Only one base service is allowed per transaction. You cannot select more than one base service.
Adding a Base Service to the Transactions List
To add a base service to the transactions list, follow these steps:
See Viewing Plate Information on page 38 for more information.
1 On the Transactions screen, tap Base. The service Selection screen appears. If more than one screen of services is available, tap <-- Prev. and --> Next to navigate through the lists.
Figure 29. Base Wash Selection Screen
2 On the service Selection screen, tap a service. The transaction screen appears and your selection is added to the list.
To change the base service, tap Base again, and then select a different service. Only one Base service is permitted per transaction.
Figure 30. Transaction Screen with Base Service
Adding an Extra Service to the Transactions List
One base service must appear in the transactions list before you can add an extra service.
See Viewing Plate Information on page 38 for more information.
To add an extra service to the transactions list, follow these steps:
1 On the Transactions screen, tap Extra. The Extra Services Selection screen appears. If more than one screen of services is available, tap <-- Prev. and -->
Next to navigate through the lists.
2 On the Extra Services Selection screen, tap an extra service. The transaction screen appears and your selection is added to the list.
Adding a Misc. Service to the Transactions List
You can add aMisc. service to the transactions list or sell a Misc. product/service by itself.
See Viewing Plate Information on page 38 for more information.
To add a Misc. service to the transactions list, follow these steps:
1 On the Transactions screen, tap Misc. The Profit Center Selection screen appears. If more than one screen of profit centers is available, tap <-- Prev. and -
-> Next to navigate through the lists.
Figure 32. Misc. Services Profit Centers
2 Select a profit center. The Miscellaneous Services Selection screen appears for the profit center you selected.
Figure 33. Miscellaneous Service Selection Screen
Note: Some Misc. services appear with yellow-text formatting. These
are configured as open pricing PLUs. You can manually enter the price for these services. In Tunnel Master, select Config >
Service Configuration > Service Table to see which
services are offered as open pricing. Those with Department checked in the Operation area are configured for open pricing.
3 In the Miscellaneous Services Selection screen, tap a service. The Transactions
screen appears and the miscellaneous service is added to the list.
If you selected an open pricing service, either enter the price information.
Removing a Service From the Transactions List
To remove a service from the transactions list, follow these steps:
1 In the transactions list, tap the service you want to remove. The transaction is selected.
2 Tap Edit List, and then tap Delete. The transaction is removed from the list.
Clearing the Transactions List
To clear the transaction list, follow these steps:
On the Transactions screen, tap Edit List > Clear. The transaction list is cleared; all items are removed. Information appearing in the Plate boxes is also removed.
Finalizing a Transaction
After you have viewed customer history data and added services to the transactions list, you can finalize the transaction.
About the Select Payment Screen
You can select one or more payment types in the Select Payment screen
Figure 34. Select Payment Screen
The Total Owed line shows the amount owed including any taxes. You can accept four different payment types at the Hand Held:
Cash
Credit Card
Fleet Card
Gift Card
You can process combinations of payment types for each transaction. To split a
transaction between two payment types (e.g., gift card and cash), you can ring in one type with a partial amount, and then complete the transaction with the second payment type. Payment is accepted and the transaction is finalized when the combination of payment types sums to the total amount due.
Notes: You cannot void a transaction at the Hand Held. Customers
must take their receipts to an attended point of sale (e.g., cash register) with the Tunnel Master Point of Sale Entry screen available.
You can split payments if the customer wants to use more than one payment type. See Finalizing Multiple Payment Types on page 54.
If you are using a Hand Held configured as a POS, then you can tap Pre-Sell in the Select Payment screen. Tap Pre-Sell if you want to initiate the transaction and print a bar-coded, pre- sell ticket but not collect payment. See Changing a
Transaction to a Presell on page 55 for more information.
If you are using a Hand Held configured as a POS with pre-sell ticketing, the receipt will print along with a bar-coded pre-sell ticket, which you can provide to the customer. The customer may present the bar-coded ticket to another attendant, who can scan the ticket to program selected services at the wash tunnel.
To see a list of transactions completed at the Hand Held, you can select POS > View Register Transactions in Tunnel Master. The payment type appears, along with other details, such as the ticket number, amount tendered and time.
If you attempt to finalize a sale, but you are not clocked in, then the following error message appears:
Finalizing Cash Payments
To finalize a transaction as a cash payment, follow these steps:
1 Tap Finalize on the Transactions screen. The Select Payment screen appears.
2 Tap Cash as a payment type. The Cash screen appears.
Figure 35. Cash Payment Screen
3 To enter an amount in the Amount Tendered box, you can do any of the following:
Tap one of the pre-configured payment amounts, +20, +10, +5, or +1. The amount is added to the Amount Tendered box.
Tap Exact Change. The Amount Tendered box is filled with the Amount
Due.
Tap the Amount Tendered box, and then use a Hand Held input method such as the numeric keypad, block recognizer, or on-screen keyboard to enter an amount.
Note: Denominations are not recorded. The Amount Tendered box
is recorded as a single amount without associated denominations.
4 Tap Finalize after you have entered a final amount in the Amount Tendered box. The service is accepted. The Cars on Stack message appears (if Options >
Figure 36. Sale Complete Screen for a Cash Transaction
If change is due, the amount appears after the Change Due heading.
Figure 37. Sale Complete Screen Showing $10.00 Change Due
5 If necessary provide change back to the customer, and then tap Ok on the Sale Complete screen. The Transactions screen appears.
Finalizing Credit Card Payments
To finalize a transaction as a credit card payment, follow these steps:
1 Tap Finalize on the Transactions screen. The Select Payment screen appears.
2 Tap Credit Card as a payment type. The Credit Card screen appears. By default, the full Amount Due appears in the Amount Tendered box.
Figure 38. Credit Card Payment Screen
3 Do one of the following:
To use the optional Magnetic Stripe Reader (MSR):
Swipe the credit card through the MSR with the magnetic stripe on the card facing down. Swipe the card in either direction, from left to right or from right to left. For best results, gently press down on the card while swiping to ensure contact with the bottom of the reader. The credit card information appears in the boxes.
(Optional) Tap the Zip Code box, and then enter the customer zip code. (Optional) Tap the CVV2, and then enter a three-digit security code, found
on the back of the credit card.
To manually enter the credit card information:
Tap the Account Number box, and then enter the card number. Card
numbers are usually 16 digits. Spaces are optional (e.g., 1234 5678 9012 3456).
Tap the Expiration boxes, and then select a month and date.
(Optional) Tap the Zip Code box, and then enter the customer zip code. (Optional) Tap the CVV2 box, and then enter a three-digit security code,
found on the back of the credit card.
Tap the Card Type box, and then select a card type in the list.
Tap Finalize after you have entered all credit card information. The service is accepted.
4 The Cars on Stack message appears (if Options > Stacking is checked), and then the Sale Complete screen appears.
Figure 39. Sale Complete Screen for a Credit Card Transaction
5 Tap Ok on the Sale Complete screen. The Transactions screen appears.
Finalizing Fleet Card Payments
To finalize a transaction as a fleet card payment, follow these steps:
1 Tap Finalize on the Transactions screen. The Select Payment screen appears.
2 Tap Fleet Card as a payment type. The Fleet Card screen appears. By default, the full Amount Due appears in the Amount Tendered box.
Figure 40. Fleet Card Payment Screen
3 Do one of the following:
To use the optional Magnetic Stripe Reader (MSR):
Swipe the fleet card through the MSR with the magnetic stripe on the card facing down. Swipe the card in either direction, from left to right or from
right to left. For best results, gently press down on the card while swiping to ensure contact with the bottom of the reader. The fleet card information appears in the Account Number box.
To manually enter the fleet account number
Tap the Account Number box, and then enter the fleet card bar code number, which usually begins with a percent sign followed by five digits (e.g., %12345). Alternatively, you can enter the charge account number directly. If you enter the fleet card bar code number, it must be preceded with a percent sign. If instead you choose to enter the charge account number directly, do not enter a percent sign first.
4 Tap Finalize after you have entered the fleet bar code or charge account number. The account is charged. The Cars on Stack message appears (if Options > Stacking is checked), and then the Sale Complete screen appears.
Figure 41. Sale Complete Screen for a Fleet Card Transaction
5 Tap Ok on the Sale Complete screen. The Transactions screen appears.
Note: When a Fleet card is swiped, Tunnel Master software will verify
the unique card bar code number, which is associated with a valid fleet charge account. The fleet charge account can be configured with a tax exempt status, discounts, commissions, etc. After the account is proven to be valid, any possible configured items are also applied to calculate the sale amount owed. This information appears on the final receipt.
Finalizing Gift Card Payments
To finalize a transaction as a gift card payment, follow these steps:
1 Tap Finalize on the Transactions screen. The Select Payment screen appears.
2 Tap Gift Card as a payment type. The Gift Card screen appears. By default, the full Amount Due appears in the Amount Tendered box.
Figure 42. Gift Card Payment Screen
3 Do one of the following:
To use the optional Magnetic Stripe Reader (MSR):
Swipe the gift card through the MSR with the magnetic stripe on the card facing down. Swipe the card in either direction, from left to right or from right to left. For best results, gently press down on the card while swiping to ensure contact with the bottom of the reader. The gift card information appears in the Account Number box.
To manually enter the gift account number
Tap the Account Number box, and then enter the account number. Gift account numbers are usually 16 digits. Spaces are optional (e.g., 1234 5678 9012 3456).
You do not need to select an item in the Card Type list. The card type is preconfigured in Tunnel Master and cannot be changed. It appears here for informational purposes only.
4 Tap Finalize after you have entered the gift account number. The service is accepted. The Cars on Stack message appears (if Options > Stacking is checked), and then the Sale Complete screen appears, which also shows the remaining Gift Card Balance.
Figure 43. Sale Complete Screen for a Gift Card Transaction
5 Tap Ok on the Sale Complete screen. The Transactions screen appears.
Finalizing Multiple Payment Types
You can split a payment type among four different options: Cash, Credit Card, Fleet Card, and Gift Card. For example, the customer may need to pay a partial amount with a gift card, and then complete the payment with cash.
To finalize a transaction with multiple payment types, follow these steps:
1 Tap Finalize on the Transactions screen. The Select Payment screen appears.
2 Tap a payment type. For example, if you tap Gift Card, then the Gift Card
screen appears. By default, the full Amount Due appears in the Amount Tendered box.
3 Tap the Amount Tendered box, and then enter the partial amount to be applied to the payment type.