WashConnect WebHelp Version 1.7.4 > Home > Customers > Manage Customers

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Manage Customers

Get Started
- System Requirements
- Version Considerations
- Search Help
- Glossary
- Validation
- Interface
- Menu
- System Overview
- Scroll Buttons
- Workspace Tabs
- Status Bar
- Data Replication
- Users
- Supports Single and Multi-Site
  - VPN
- Clubs
- Reports
  - Export a Report
  - Print a Report
- Reorder Columns
- Sort Columns
- Report Toolbar
- Report Headers
- Reports Available
- Log on WashConnect
  - Default Log On
  - Override Logon
  - Corporate Logon
- Log Off WashConnect
- Auto Lock
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
- Group
- Customer & Vehicle Transfer Activity
- License Plate Mismatch
Clubs
- Reports
- Advance Expiration
  - Advance Expiration for Club Members
Fleet
- Accounts
- Rules
- Invoice
- Additional Info Fields
Financial
- Register Reports
- Audit Controls
- Cash Management
- 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
- Vehicle Performance
- 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
- 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
- Wash Status
  - Send Open Gate
  - View or Change Wash Status
- Event History
- Device Statistics
  - View Device Statistics
  - Device Statistics Descriptions
- Version History
  - View Version History
  - Version History Descriptions
Configuration
- Goods and Services
- Frequency Promotions
- Alerts
- Accounting Interface
- Commissions
- Marketing Email/SMS
  - Add Marketing Email
  - Edit Marketing Email
Inventory
- Purchase Orders
- Vendors
  - Manage Vendors
- Stock Items
- Receipt & Return
  - Receipt
    - Add Receipt
  - Return
    - Add Receipt
- Physical Inventory
  - Add Physical Inventory
- Reports
Users
- Security Roles
- Manage Users
- Example for Users and Roles
System Setup
- Sales Tax
- Define Payment Types
- Report Subscriptions
- Organizational Layout
- Country & States
- Devices
- Profit Centers
Touch POS
- Close Shift
  - Verify (Close POS Shift)
  - Close a Shift
- Open Shift - POS
- Touch POS Full-Service User Help
- 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
- ePOS Gift Cards
Utilities
- Manage Providers
- Manage Utility Bills
Chemicals
- Wash Solution Setup
- Product Setup
- Chemical Usage
StackNControl
- Stack Management
- Gate Management
- Hand Service Mgmt
- Gates
Time Clock
- Clock In/Clock Out
- Edit Time Clock
  - Edit a Time Clock Stamp
  - Add a Missing Time Clock Stamp
- Time Clock Reports
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
- License Plate Correction at the Auto Sentry
Glossary
FAQs

Manage Customers

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WashConnect WebHelp Version 1.7.4 - Copyright © 2016 Innovative Control Systems