WashConnect Web Help
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    • Data Replication
    • Users
    • Supports Single and Multi-Site
    • Clubs
    • Reports
      • Export a Report
      • Print a Report
    • Reorder Columns
    • Sort Columns
    • Report Toolbar
    • Report Headers
    • Reports Available
    • Log on at Site Level
      • Default Log On
      • Override Logon
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  • Report Default Date
    • Set Date Range
      • Set the Report Default Date Range
    • Set Report Default Date using Preset Buttons
    • Change Report Date Range for One Time Use
    • Date Range FAQs
    • Save Report Preferences
  • Customers
    • Manage Customers
      • Search for a Customer
      • Add Customer
      • Edit Customer
      • Merge Customers
      • Terminate Customer
        • Terminate a Club Membership Only
        • Terminate a Club Customer
        • Terminate a Fleet Account Customer
      • Suspend Customer
      • Renew Terminated or Suspended Club Customers
      • Add Vehicle for Club Customer
      • Add Vehicle for Non-Club Customers
      • View Vehicle Information History
      • Edit Vehicle Information
      • Add Recurring Credit Card for Club Membership
        • About Auto Billing
        • Prorating Clubs
      • Edit Club Member's Billing Date
      • Select Customer Columns
      • View Vehicle History
      • View Membership History
      • Customer Notes or Vehicle Notes
      • Export Customer List
      • Print Customer List
      • Create Customer Mailing Labels
      • Credit Card History
    • Group
      • Add Group
        • Add Customer to a Group
      • Edit Group
  • Clubs
    • Reports
      • Profitability
        • View Profitability Report
        • Profitability Report Descriptions
      • Club Usage
        • View Club Usage Report
        • Club Usage Report Synopsis
        • Expand Club Usage Report
        • Club Usage Report Descriptions
      • Vehicle History
        • View Vehicle History Report
        • Vehicle History Report Descriptions
      • Club Summary
        • View Club Summary Report
        • Club Summary Report Column Descriptions
      • Declined Payment
        • Search for a Customer from the Declined Payment Report
        • Edit a Customer in the Declined Payment Report
        • Edit Customer Notes in the Declined Payment Report
        • Mark Bill in Declined Payment Club Report
        • Print the Declined Payment Report
        • Declined Payment Report Descriptions
      • Club Revenue
        • View the Club Revenue Distribution Report
        • Club Revenue Report Example
        • Club Revenue Distribution Report Descriptions
      • Autobill Revenue
        • View Autobill Revenue
        • Autobill Revenue Report Descriptions
      • Credit Card Expiration
        • View Credit Card Expiration Dates
        • Credit Card Expiration Report Descriptions
      • Renewal & Termination
        • View Renewal & Termination Report
        • Renewal & Termination Report Descriptions
      • Club Statistics
        • View the Club Statistics
        • Club Statistics Report Descriptions
    • Advance Expiration
      • Advance Expiration for Club Members
  • Fleet
    • Accounts
      • Search for Fleet Account
      • Add a Fleet Account
      • Add Customer to Fleet Account
        • Add Department to a Fleet Account
      • Add a Vehicle to a Fleet Account
      • Add Prepaid Fleet Account
        • Prepaid Fleet Bonus
        • Prepaid Fleet Account at POS
        • Prepaid Insufficient Funds at Auto Sentry
      • Edit a Fleet Account
      • Edit a Fleet Customer
      • Edit a Fleet Vehicle
      • Terminate a Fleet Account
      • Suspend a Fleet Account
      • Export Fleet Accounts with Balances List
      • Notes for Fleet Account
      • Merge Fleet Accounts
      • Merge Fleet Customers
    • Rules
      • Add Fleet Rules
      • Edit Fleet Rules
      • Close Fleet Rules
      • Fleet Rules Examples
    • Invoice
      • Search for an Invoice
      • Generate Invoice
      • Print an Invoice
      • Terminate Fleet Invoice
      • Email Invoice
      • Fleet Invoice Search Field Descriptions
      • Export Invoice
      • Export Current List of Open Invoices
    • Manage Fleets
      • View Unpaid Invoices
      • Apply ROA Payment to an Invoice
      • Unpaid Invoices Descriptions
    • Additional Info Fields
      • Add Additional Info Fields
      • Edit Additional Info Fields
      • Delete Additional Info Fields
  • Financial
    • Register Reports
      • Financial Overview
        • View the Financial Overview Report
        • Open Underlying Report from the Financial Overview Report
        • Export Data from the Financial Overview Report
        • Financial Overview Example
        • Financial Overview Descriptions
      • Shift Detail
        • View, Print, Export a Shift Detail Report
        • Shift Detail Report Line-Item Descriptions
        • Shift Detail Report Example
        • Unverified Journal Entries
        • Unverified Shifts
        • Shift Detail Report Sections
        • Bonus Point/Punch Card Edits appear on Shift Detail
      • Credit Cards Summary
        • View the Credit Cards Summary
        • Credit Cards Summary Descriptions
      • Credit Cards
        • View the Credit Cards Report
        • Credit Cards Reports Descriptions
        • Credit Cards Report Example
        • Credit Cards Reconciliation Example
          • Deposit Report TransLink
      • Gift Cards
        • View the Gift Cards Report
        • Gift Cards Report Descriptions
        • Gift Cards Report Example
        • Gift Card Reconciliation
      • Checks
        • View the Checks Report
        • Checks Report Description
      • Fleet Activity
        • View the Fleet Activity Report
        • Fleet Activity Report Descriptions
      • Deposits
        • View the Deposits Report
        • Deposits Report Descriptions
      • Free Wash
        • View the Free Wash Report
        • Free Wash Report Descriptions
      • Re-Wash
        • View the Re-Wash Report
        • Re-Wash Report Descriptions
      • Payouts
        • View the Payouts Report
        • Payouts Report Descriptions
      • ROA
        • View the Received on Account Report
        • Received on Account Report Descriptions
      • Voids
        • View the Voids Report
        • Voids Report Descriptions
      • Refunds
        • View the Refunds Report
        • View the Refunds Report Descriptions
      • Fund Raiser
        • View the Fund Raiser Report
        • Fund Raiser - Quick Start
        • Fund Raiser Coupon Code - Quick Start
        • Fund Raiser - one code for all washes - Quick Start
          • Step 1: Add 4-digit Discount Coupon PLU
          • Step 2: Create Package for each wash
            • Create Fundraiser Discount PLU
            • Create Fundraiser PLU
          • Step 3: Create a Retail Profile
          • Step 4: Create a Discount Coupon Profile
        • Fund Raiser Report Descriptions
      • View Register
        • Reprint a Customer's Receipt
        • View Register Transactions
        • View Register's Previous Days
        • View Register Report Descriptions
      • Book Report
        • View Book Reports
        • Book Report Descriptions
        • Book Report Details Report Descriptions
      • Gift Card Merge Report
        • View the Gift Card Merge Report
        • Gift Card Merge Report Descriptions
    • Audit Controls
      • Wash to Register
        • View the Wash to Register Comparison Report
        • Wash to Register Descriptions
      • Ticket Comparison
        • View Ticket Comparison Report
        • Identifying Potential Theft
        • Ticket Comparison Descriptions
      • Transaction Detail
        • View Transaction Detail Report
        • Transaction Detail Descriptions
      • Terminal Balance
        • View Terminal Balance Report
        • Terminal Balance Descriptions
      • Sales Commission
        • View Sales Commission Report
      • View Site Tickets
        • View Site Tickets Report
        • Site Tickets Descriptions
      • Services Washed
        • View Services Washed Report
      • Controller Services
        • View Controller Services Report
      • Audit Trail
        • View Audit Trail Log
    • Cash Management
      • Journals
        • View Journal Entries
        • Verify a Journal Entry
        • Edit a Journal Entry
        • View Journal History
        • Journal History Actions Descriptions
        • Safe Actions
          • Add from Bank
          • Add from Other Source
          • Convert Currency
            • Verify Convert Currency
          • Deposit to Bank
          • Remove to Other Source
          • Verify Safe
          • Print Journal Detail Receipt
        • Virtual Safe Requirement
      • Terminal Balances
        • View Terminal Balances
      • Operations Report
        • View Operations Report
      • POS Cash Management
      • Auto Sentry Cash Management
        • Add - Auto Verify
        • Remove
        • Verify
        • Close Terminal
        • Auto Sentry Service Unit Screen
    • Ticket Redeemed
      • Summary
        • View Ticket Redeemed Summary
        • Ticket Redeemed Summary Descriptions
      • Detail
        • View Ticket Redeemed Detail
        • Ticket Redeemed Detail Descriptions
  • Performance
    • Performance Menu FAQs
    • Dashboard
      • View Dashboard Reports
      • Change Dashboard Cards
      • View Historical Data
      • Access Dashboard through Web Browser
      • Dashboard Card Descriptions
    • Vehicle Performance
      • View the Vehicle Statistical Performance Report (VSPR)
        • View Daily VSPR
        • View Weekly VSPR
        • View Annual VSPR
        • Create a Weather API Key
      • Vehicle Statistical Performance Descriptions
      • Selection Tools for Vehicle Statistical Performance Report
    • Performance Gauge
      • View the Performance Gauge Report
        • About the Performance Gauge
      • Performance Gauge Report Descriptions
    • Sales Distribution
      • View Sales Distribution
      • Sales Distribution Report Descriptions
    • TouchNClean Usage
      • View Touch 'N Clean Usage Report
      • Touch ’N Clean Usage Report Column Descriptions
    • RFID Statistics
      • View RFID Transactions Reads
      • RFID Statistics Report Color Descriptions
      • RFID Statistics Report Column Descriptions
    • Statistical Comparison
      • View Statistical Comparison Report
      • Statistical Comparison Report Descriptions
    • Projection
      • View the Projection Analysis and Chart
      • Projection Analysis and Chart Descriptions
    • Inbay Uptime
      • View InBay Uptime
  • Monitoring System
    • Monitoring System Menu FAQ
    • Status
      • View Status
      • View an Error Code
      • About the Status of Entities, Devices, and Components
      • Site Monitoring Key
      • Status and Error Message Descriptions
    • Wash Status
      • Send Open Gate
      • View or Change Wash Status
    • Event History
      • View Event History Log
      • Search for an Event Code
      • Event History Descriptions
    • Device Statistics
      • View Device Statistics
      • Device Statistics Descriptions
    • Version History
      • View Version History
      • Version History Descriptions
  • Configuration
    • Goods and Services
      • Club Services
        • Wash Club Overview
        • Customer Experience for a New Wash Club Member
        • Add a Club Service
          • Prorated Club Example
          • Free Club Promotions for New Members
        • Delete a Club Service
        • Search for a Club Service
        • Club Service Descriptions
        • Club Rules Examples
      • Sales Items
        • Add Sales Item
          • Item Rounding
        • Add Sales Item Optional Fields
        • Search Sales Items
        • Edit Sales Item
        • Media Information
        • Cascade Price Setup
        • Variable Price
          • Apply Variable Pricing to Sales Item
        • Wash Book Offering - Add Base Wash Sales Item
        • Gift Card Sales Item
        • Discount all Washes or Clubs
          • Discount Coupon Sales Item
        • Club Discount Wash PLU
        • Sales Item Descriptions
        • Assign Controller Service
      • Packages
        • Add a Package
        • Edit a Package
        • Create an Upsell Package
        • Frequency Promotion Packages
        • Fund Raiser Quick Start
      • Wash Books
        • Add Wash Book as a Sales Item
        • Email Wash Book Receipt
        • Purchase Wash Books at the Auto Sentry
        • Redeem Wash Book at Auto Sentry
        • Recharge Wash Book at Auto Sentry
      • Profiles
        • Add a Profile
          • Retail Profile
          • Club Sales Profile
          • Flex Profile
          • High Vehicle Retail Profile
          • Wash Book Profile
          • Discount Coupon Profile
            • Auto Sentry Discount Coupon Redemption
          • Profiles Example
          • Group Profile
        • Edit a Profile
        • Enable Profile
        • Search for a Profile
        • Add Extra Services to a Profile
        • Add a Schedule
        • Edit a Schedule
        • Profile and Schedule Descriptions
      • POS Profiles
        • Add a POS Profile
        • Add a POS Profile Schedule
        • ePOS Profiles
      • Promotions
        • Enable Promotion
        • Delete a Promotion
        • Disable Promotion
        • Bonus Point Promotion
          • Add Bonus Point Promotion
          • Bonus Points Specific to PLU
          • View Bonus Points
          • Edit Bonus Point Counts
          • View History of Bonus Points Edits
        • Cascade Pricing
          • Cascade Pricing Example
          • Configure Cascade Pricing
        • Customer Date
        • Calendar Date
        • Frequent Car
        • Frequent Customer
        • Punch Card
          • Add a Punch Card Promotion
          • View Punch Card Statistics
          • Edit Punch Card Counts
          • View History of Punch Card Edits
        • Discount Price List Promotion
      • Club Receipt Text
        • View the Gift Card Merge Report
        • Gift Card Merge Report Descriptions
      • Auto Sentry Audio Visual Specifications
        • Flex/Retail Standard Screen
        • Activate additional Standard Screen (Flex/Retail) button
        • Custom Advertise Video
        • Custom Extra Advertise Video
        • A la Carte Buttons
        • Auto Sentry on-screen Help Button
        • Wash Busy Commercial Videos
    • Frequency Promotions
      • Promo Setup
        • Setup a Frequency Promotion
        • Edit a Frequency Promotion
        • Disable a Frequency Promotion
        • Frequency Promotion Package
        • Frequency Promotion Example
      • Promo Receipt Text
        • Add Promo Receipt Text
        • Edit Promo Receipt Text
      • Auto Sentry screens for Frequency Promotions
    • Alerts
      • Subscribe to Email Alerts
      • Test Alerts
      • Alert Configuration Example
      • Alert Configuration Dialog Box Field Descriptions
    • Export System Data
      • Export Data
    • Accounting Interface
      • Manage
        • Add an Account
        • Terminate an Account
        • Reactivate an Account
      • Payment Account
        • Edit Payment Account
      • System Items
        • Search for a System Service
        • Edit System Service Items
      • Import Accounts
    • Commissions
      • Positions
        • Add Commission Position
        • Add Straight Commission Position
      • Eligibility Rules
        • Add Eligibility Rules
        • Remove Eligibility Rules
        • Advanced Eligibility Rules
        • Eligibility Rules Field Descriptions
      • Schedules
        • Add a Sales Commission Schedule
        • Delete a Sales Commission Schedule
      • Sales Commission Example
    • Marketing Email
      • Add Customer Correspondence
      • Edit Customer Correspondence
  • Inventory
    • Purchase Orders
      • Create/Edit
        • Add Purchase Order
        • Edit Purchase Order
        • Search Purchase Orders
        • Export or Email Purchase Order
      • Receive
        • Add Open Purchase Order
        • Search for Purchase Order
      • Purge
        • Purge Purchase Orders
    • Vendors
      • Manage Vendors
        • Add Vendor
        • Edit Vendor
        • Delete Vendor
        • Export Vendor
    • Stock Items
      • Item
        • Add Stock Item
      • Import
        • Import Stock Item
      • Vendor Parts Update
        • Update Vendor Part
      • Item Groups
        • Add Inventory Group and Type
        • Delete Item Group
      • Log
        • Search Log
    • Receipt & Return
      • Receipt
        • Add Receipt
      • Return
        • Add Receipt
    • Physical Inventory
      • Add Physical Inventory
    • Reports
      • Low Stock
        • View Low Stock
      • Stock Quantity
        • View Stock Quantity
      • Stock Usage
        • View Stock Usage
      • Cost of Goods
        • View Cost of Goods
      • Cost of Goods Summary
        • View Cost of Goods Summary
      • Inventory Variance
        • View Inventory Variance
  • Users
    • Security Roles
      • Add Security Role
      • Edit Security Role
        • Edit Time Clock Privilege
      • Delete Security Role
    • Manage Users
      • Add User
      • Edit User
      • Delete User
      • Search for Users
      • Users Menu FAQs
      • Manage Users Example
      • Install WashConnect Mobile App
      • Delete Mobile Account
      • User Descriptions
      • Add or Edit Wages for a User
      • Add User Fingerprints
      • Delete a Fingerprint
    • Example for Users and Roles
  • System Setup
    • Sales Tax -
    • Define Payment Types -
    • Report Subscriptions -
    • Create Levels -
    • Manage Sites -
    • Assign Sites -
    • Define Tokens -
    • Device Groups -
    • Settings -
    • Prepaid Fleet Bonus -
    • Controller Services -
    • TouchNClean Outputs -
    • My Devices -
    • Assign Denominations -
    • Manage Profit Centers -
    • Profit Center Order -
    • Performance Indicator -
    • Req. Man Hours -
  • Touch POS
    • Close Shift
      • Verify (Close POS Shift)
      • Close a Shift
    • Open Shift - Auto Verify
      • New Sales Transaction
      • Open a Shift
      • Touch POS Screen Intro
      • Unpaid Washed Tickets
      • Void
      • No Tax
      • Refund
        • Refund with a Receipt
        • Refund without a Receipt
      • Payout
      • Free/Rewash
        • Free Wash / ReWash
        • Tracking Rewashes or Free Washes
      • Credit/Gift
      • Clear
      • No Sale
      • TicketGen
        • Ticket Generation for 6- and 9-digit Wash Codes
        • Ticket Generation for 5-digit Wash Codes
        • Ticket Generation for 6-digit Wash Code Example
        • Ticket Generation for 5-digit Wash Code Example
      • ROA and ROA/Prepaid
        • ROA
        • ROA/Prepaid
        • Prepaid Balance is Low
      • RFID
        • Search for an RFID Tag ID at the Touch POS
        • RFID is not working on Auto Sentry
      • Stack (POS)
        • Edit services tied to a vehicle on Stack
      • Receipt
      • Customer Search
      • Vehicle Search
      • Update Customer Information
      • Print Receipt
      • Fleet - Split Payment
    • Touch POS Full-Service User Help
      • Purchase Club Membership for a 2nd Vehicle (Existing Customer)
      • Purchase new club membership 1st Vehicle (full-service)
      • Renew Club Membership
      • Search for a Sales Transaction
      • Add Customer Information
        • Customer History
      • Terminate or Suspend Vehicles but not Customer
      • Terminate or Suspend Customer and All Vehicles
    • Add / Remove
      • Remove - Auto Verify
      • Add (Touch POS)
        • Verify (Add to Safe, Remove from POS)
    • Ticket Generation
    • Generated Books
      • Book Generation
    • Customer Generation
      • Generate Customer Card Numbers
  • Gift Cards
    • Manage World Gift
      • Merge
      • Balance Check
    • Gift Card Activity
    • ePOS Gift Cards
  • Utilities
    • Manage Providers
      • Add Utility
      • Edit Utility
      • Delete Utility
    • Manage Utility Bills
      • Add Utility Bill
      • Edit Utility Bill
      • Delete Utility Bill
      • Print Utility Bills
      • View Utility Usage Chart
      • View Utility Breakdown Chart
      • Utility Bill Report Descriptions
  • Chemicals
    • Wash Solution Setup
      • Add Wash Solution
      • Edit Wash Solution
      • Delete Wash Solution
    • Product Setup
      • Add Chemical Product
      • Edit Chemical Product
      • Delete Chemical Product
      • Add Vendor
      • Remove Vendor
    • Chemical Usage
      • Search for Chemical Drum Usage
      • Add Wash Solution
      • Download Printable Chart
      • Chemical Usage Chart
      • Chemical Drum Usage Report
      • Chemical Breakdown Chart
      • Chemical Usage Descriptions
  • StackNControl
    • Stack Management
      • Edit the Order of the Stack
      • Edit a Ticket for a car in Stack or Pending Queue
      • Retract Controller Services
      • Move a Vehicle from Stack to Pending
      • Move Vehicle in Pending to the Stack
      • Stack Color key
      • Rewash Stacking Options
      • Fire Roller
      • Cancel Roller
      • Add to Stack
      • Wetdown
      • Reload Car
      • Reprint Receipt
      • Refund Ticket
      • Idle Conveyor/Restart Conveyor
      • Different Types of Stacks
    • Gate Management
      • Remove Vehicle from Gate Queue
      • Reset the Gate Queue
      • Raise Gate Manually
        • No Wash Purchased
        • Wash Purchased but Gate Does Not Open
    • Hand Service Mgmt
      • View Vehicles in Hand Services
      • Complete Service for Vehicle in Hand Services
      • Camera for Hand Finished Services Management
      • Standard Hand Services Management Graphics
    • Gates
  • Time Clock
    • Log In/Log Out
      • Log In
      • Log Out
      • Change Labor
      • Time Clock Report
    • Edit Time Clock
      • Edit a Time Clock Stamp
      • Add a Missing Time Clock Stamp
    • Time Clock Reports
      • Employee Time Clock Summary
        • View the Employee Time Clock Summary
      • Employee Time Clock Detail
        • View the Employee Time Clock Detail Report
        • Export Time Clock Details to ADP
      • Employees Working Today
        • View the Employees Working Today Report
      • Employees Not Working Today
        • View the Employees Not Working Today Report
  • Glossary

Manage Customers

 

Search for a Customer

Add Customer

Edit Customer

Terminate Customer

Suspend Customer

Renew Terminated or Suspended Club Customers

Add Vehicle for Club Customer

Add Vehicle for all Customers except Club

View Vehicle Information History

Edit Vehicle Information

Search for a Customer

Edit Club Member's Billing Date

View Vehicle Transaction History

View Membership History

Customer Notes or Vehicle Notes

Print Customer List

Export Customer List

Create Customer Mailing labels

 

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WashConnect WebHelp Version 1.4.11 - Copyright © 2016 Innovative Control Systems