Deploy 2. Server Setup

2. Server Setup

2.1 Create Company on Universal Server

First, as a server owner admin or distributor admin, you can go to Universal Server -> Company Management -> Create Company to create a vendor company. The newly created company will be laid out in the list with a Login button via which you can log in to your vendor portal for further deployment from location, room, staff, CCM, etc., perspectives.

2.2 Create Location and Room

Please navigate to Location Management of Vendor Portal to create the location and room where the product will be deployed. For improved management, you can also create the Branch and Cluster to which this product will belong.

2.3 Create Staff

Please navigate to Vendor Portal -> User Management -> Staff to create the staff accounts that will assist in managing the products.

2.4 Create CCM Profile

In CCM Profile Builder, you can build up/edit a profile that contains machine-related and site-related data for the reader to communicate with the machines.

Site Data

Click “Site Data” and then all fields to configure will be displayed. Please define the fields one by one, and you can refer to Table 3-1 below for descriptions of the fields.

The Location ID and Site Code defined herein should be the same as the Location ID and Site Code that you created on the Vendor Portal.

Table 2-1

Field Name	Value Needed	Description
Location ID	Alpha-Numeric	To select a certain location that is created in Location Management>Create Location. You can enter the keyword of the location name to narrow down the display list.
Room#	Numeric	To enter the room number that is created in Location Management-Location-Rooms.
Double Tap Timeout	Numeric	Unused
Site Code	Numeric	When a certain location is selected, the corresponding Site Code will be automatically matched.
Machine #	Numeric	Keep the default settings here. When the reader profile is set up in KLM, the Machine# will be filled out.
Screen Rotation	Drop-down Choice	Unused
Ignore Site Code	Check Box	Unused
Non-Network Mode	Check Box	Select it to disable network connection for elevate express.
Card Holder Mode	Check Box	Unused
Hide Machine #	Check Box	Unused
Payment Options	Check Box	Select the payment options to be applied. Currently, only the Mobile App transaction and Coin transaction are supported.
CR/DR Card Type	Check Box	Unused
Converter Reader Type	Drop-down Choice	Unused

Machine Data

Elevate Express currently only supports Quantum Pro machines. This section will illustrate the Quantum Pro machine profile configuration in detail.

Click the tab Machine Data->Alliance->Quantum Pro, select the machine type, click “Advanced Options” to extend the hidden configuration fields, and customize the fields according to your needs. Quantum Pro Dryer is taken as an example here.

2.5 Support Loyalty Program

Elevate Express supports the Loyalty Program. Loyalty program is used to reward consumers (end-users) with points for each purchase.

As a vendor, you can set up and determine the value of loyalty points to define how many points are earned per $ or credit used, and the redemption rate of points back to $ and credits. When consumers have enough points to redeem, they will be able to purchase KioSoft products and services using those points.

You can navigate to the menu on the right and locate the “Rewards Program” -> “Loyalty Program” section to configure a loyalty program. There are two categories of the loyalty program: loyalty program for all locations & loyalty program for a single/ multiple location (s).

Add Loyalty Program for all locations

You can click on “Rewards Program” -> “Loyalty Program” subsequently for the first time, the loyalty program will be automatically created. And this is the only way of creating a loyalty program for all locations.

Note: The default loyalty program for all locations of the laundry market has the following columns: “Refill Bonus”, “Refill Amount”, “Bonus Amount”, “Expire Date”, “Created By”, “Status” and “Action” as shown in the picture below.

Additionally, you can edit all locations’ loyalty program by clicking the “Edit” button under the Action column to modify its content and limitation.

Loyalty Program for a Single/Multiple Location (s)

You can click the “Add Loyalty Program” button to create a loyalty program for a single or multiple location (s) following the instructions below. There are six components in adding a loyalty page, i.e., Location, Refill Bonus, Usage Bonus, Conversion Rate, Expiry Date and Comments. You can click the “Add Loyalty Program” button to create a loyalty program for a single or multiple location (s) following the instructions below. There are six components in adding a loyalty page, i.e., Location, Refill Bonus, Usage Bonus, Conversion Rate, Expiry Date and Comments.

Change Status, Edit and Delete Loyalty Program

For the added loyalty program, you can change the status of it, edit and delete it on the Loyalty Program’s Records page.

Under the “Status” column, click “Enabled” and it will change to “Disabled”, and vice versa.

Under the “Action” column, click “Edit” to open the Loyalty Program information page and make your modification to a specific loyalty program; click “Delete” to delete the loyalty program that is not applicable.