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Reports
Export a Report
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Log on WashConnect
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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
Select Customer Columns
Add Customer
Add Vehicle for Club Customer
Add Vehicle for Non-Club Customers
Email Subscription
Edit Customer
View Customer Statistics
Suspend Customer
Renew Terminated or Suspended Club Customers
Merge Customers
PIN for the User
Edit Vehicle Information
Edit Club Member's Billing Date
Add Recurring Credit Card for Club Membership
About Auto Billing
Prorating Clubs
Terminate Customer
Terminate a Fleet Account Customer
View Vehicle Information History
View Vehicle History
View Membership History
Credit Card History
Customer Notes or Vehicle Notes
Print Customer List
Export Customer List
Create Customer Mailing Labels
Customer Groups
Group
Add Group
Add Customer to a Group
Edit Group
Delete Group
Search Group
Customer & Vehicle Transfer Activity
License Plate Mismatch
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
Export Declined Payment Report
Membership History
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
Club Expiration Edits
View Club Expiration Edits Descriptions
Club Expiration Edits Descriptions
Wash Club Summary
Wash Club Summary Descriptions
View Wash Club Summary
POS ePOS Comparison
View POS ePOS Comparison
Declined ReBill Success Rate
Customers Not Signed Up
Auto Billing Status
Autobill Revenue Breakdown
Cross Site Usage
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 List with Balances
Notes for Fleet Account
Merge Fleet Accounts
Merge Fleet Customers
Transfer Fleet Vehicle to different Fleet Account
Fleet discounts
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
Email History
Fleet Invoice Search Field Descriptions
Apply ROA Payment to an Invoice
Unpaid Invoices Descriptions
Export Invoice
Export Current List of Open Invoices
Invoice Adjustments
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
Discount Coupon Tracking
Credit Cards Summary
View the Credit Cards Summary
Credit Cards Summary Descriptions
Shift Detail CoF
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
Customer Activity
View the Customer Activity Report
Customer 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
Change Payment
Transaction History
Book Report
View Book Reports
Book Report Descriptions
Gift Card Merge
View the Gift Card Merge Report
Gift Card Merge Report Descriptions
Prepaid Balance
View Prepaid Balance
Prepaid Balance Descriptions
Prepaid Activity
View Prepaid Activity
Prepaid Activity Descriptions
Tip Calculator
Calculating Straight Tips
Calculating Tips by Percentage
Tip Calculator Descriptions
Card on File
View Card on File
Card on File Descriptions
CoF by Service
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
Items Sold by Employee
View Items Sold by Employee
View Batch Tickets
Cash Management
Journals
View Journal Entries
Navigating Journal Entries
Verify an Unverified Journal Entry
Edit a Journal Entry
View Journal History
Journal History Actions Descriptions
Safe Actions
Add from Bank
Verify (Add from Bank)
Add from Other Source
Verify (Add from Other Source)
Convert Currency
Verify Convert Currency
Deposit to Bank
Verify (Deposit to Bank)
Remove to Other Source
Verify (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 (Bills)
Add (Coins or Coin Tokens)
Remove
Verify
Close Terminal
Service Unit Screen
Service Unit Screen Descriptions
Diagnostics
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 Performance Report
View Daily VSPR
View Weekly VSPR
View Annual VSPR
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
Fuel versus POS
Prior Year Comparison
Revenue Journal Entry Report
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
Promotion for New Club Members
Delete a Club Service
Search for a Club Service
Club Service Descriptions
Club Rules Examples
Sales Items
Add Sales Item
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 Coupon Overview
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 Book
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
Customer Group Profile
Flex Fleet Profile
Edit a Profile
Enable Profile
Delete a Profile
Back Fill
Search for a Profile
Add Extra Services to a Profile
Add a Schedule
Edit a Schedule
Delete a Schedule
Profile and Schedule Descriptions
POS Profiles
Add a POS Profile
Add a POS Profile Schedule
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
ePOS Profiles
About WashConnect ePOS
Club Receipt Text
Order POS Sales Items
Auto Sentry Audio Visual Specifications
Activate additional Standard Screen (Flex/Retail) button
Flex/Retail Standard Screen
After Selling Hours
Maintenance Screen
Custom Advertise Video
Custom Extra Advertise Video
A la Carte Buttons
Auto Sentry on-screen Help Button
Wash Busy Commercial Videos
EMV Readers used at an Auto Sentry
Renew a Club at the Auto Sentry
Club Group
WashNOW! Profiles
AAA Discount
Terms & Conditions
Codax Mapping
WashTAB Profiles
External POS Profiles
Frequency Promotions
Promo Setup
Setup a Frequency Promotion
Edit a Frequency Promotion
Disable a Frequency Promotion
Clear a Frequency Promotion
Frequency Promotion Package
Frequency Promotion Example
Promo Receipt Text
Add Promo Receipt Text
Edit Promo Receipt Text
Delete Promo Receipt Text
Auto Sentry screens for Frequency Promotions
Alerts
Subscribe to Email Alerts
Send Test Email
Alert Configuration Example
Alert Configuration Descriptions
Club Email Alerts
Accounting Interface
Manage Acct Interface
Add an Account
Terminate an Account
Reactivate an Account
Import Accounts
Payment Account
Edit Payment Account
System Items
Search for a System Service
Edit System Service Items
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/SMS
Add Marketing Email
Edit Marketing Email
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
Setup Admin Card
Use Admin Card
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
About Straight Commision
Set the Value of a Sales Item for Straight Commission
Create a Straight Commission Position
Assigning Position to Users
Redeeming Straight Commission
Add User Fingerprints
Delete a Fingerprint
Example for Users and Roles
System Setup
Sales Tax
Define Payment Types
Report Subscriptions
Organizational Layout
Create Levels help
Manage Sites help
Assign Sites help
Country & States
Devices
Define Tokens
Device Groups
Site Global Settings
Settings
Bonus & Discounts
Controller Services
TouchNClean Outputs
My Devices
Assign Denominations
Washpad
Profit Centers
Manage Profit Centers
Profit Center Order
Performance Indicator
Req. Man Hours
Touch POS
Close Shift
Verify (Close POS Shift)
Close a Shift
Open Shift - POS
New Sales Transaction
Open Shift
Touch POS Screen Intro
Unpaid Washed Tickets
Void
No Tax
Refund
Full Refund with Receipt
Partial Refund with Receipt
Refund with No Receipt
Payout
Free/Rewash
Free Wash / ReWash
Reason Prompt for Rewashes, Free Washes, Changes to Clubs and Refunds
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 History
Vehicle History
Update Customer Information
Print Receipt
Fleet - Split Payment
Track History
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 Club Customer Information
Customer History
Terminate or Suspend Vehicles but not Customer
Terminate or Suspend Customer and All Vehicles
Search for a Customer
Vehicle History
Customer History
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
Create a Presell Ticket (Full-Service)
Reboot Touch POS on Auto Sentry
Gift Cards
ICS Gift Card
Activity
Manage World Gift
Balance Check
Merge
Authorize
ePOS Gift Cards
Search for ePOS Gift Card
Activate ePOS Gift Card
Print ePOS Gift Card Letter
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
Clock In/Clock Out
Clock In
Clock Out
Switch Profit Center
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
Site Surveys
Manage Categories
Manage Questions
Manage Surveys
Manage Survey Results
Reports
Survey Summary
Item Analysis
Export
Export System Data
LPR
Analysis by Plate
Statistics
All Transactions
Glossary
Sales Items
WARNING:
The Sales Items instructions are for WashConnect only sites.
If Tunnel Master software is part of your system, see Sales Items in the Tunnel Master user manual.
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