Knowledge Base Latest

The information below lists Patheon topics that were created or updated each month.

September 2024

New
  1. Add a Custom Plan Termination Reason
  2. Add a Custom Refund Reason
  3. Add a Custom Rewash Reason
  4. Configure a Plan to Transfer Members to a New Plan
  5. Edit Employee Customer Permissions
  6. Email + SMS Text Transaction Messages
  7. Enable + Configure Customer Receipt Email
  8. Enable + Configure Customer Receipt SMS Text
  9. Enable + Configure New Plan Member Welcome Email
  10. Enable + Configure New Plan Member Welcome SMS Text
  11. Enable + Configure Payment Failed Email
  12. Enable + Configure Payment Failed SMS Text
  13. Enable + Configure Plan Card Expiration Warning Email
  14. Enable + Configure Plan Card Expiration Warning SMS Text
  15. Enable + Configure Upcoming Plan Reload Email
  16. Enable + Configure Upcoming Plan Reload SMS Text
  17. Enable + Configure Plan Suspension Ending Reminder Email
  18. Enable + Configure Plan Suspension Ending Reminder SMS Text
  19. Tender a $0 Sale at a Cashless Site
Modified
  1. Add a Custom Employee Role

August 2024

New
  1. Add or Remove a Vehicle for an Existing House Account
  2. Apply a Renewal Discount to a Member's Wash Plan from Cashier Terminal
  3. Apply a Renewal Discount to a Member's Wash Plan from Patheon Portal
  4. Configure a Discount for an Active Wash Plan
  5. Disable Customer Wash Subscription Changes from EWA
  6. Edit a Vehicle's Saved Retracts
  7. Enable Customer Wash Subscription Changes from EWA
  8. Update a Vehicle's Image
Modified
  1. Generate the Bank Deposit Report

July 2024

Modified
  1. Patheon Supported Hardware
  2. XPT COM Ports

June 2024

New
  1. Add a $0 Wash Plan for Customer Service Issues
  2. Sell a $0 Open Expiration Wash Plan from Portal
Modified
  1. Add a Custom Employee Role
  2. Assign a Retract to a Vehicle
  3. Change RFID Reader Settings from a Cashier Terminal
  4. View the Wash Queue

May 2024

New
  1. Run the Kiosk Flow Simulator
  2. View System Date and Time at Cashier Terminal
Modified
  1. Add a Custom Employee Role

April 2024

New
  1. Configure a Site's Operating Schedule
  2. Delete an Employee
  3. Generate the Credit Card Report
  4. Generate the General Sales Report
  5. Generate the House Account Activity Report
  6. Generate the Operations Activity Report
  7. Generate the Plan Customer Detail Report
  8. Generate the Prepaid Product Balance Report
  9. Generate the XPT Cash Audit Report
  10. Look Up a Customer by Credit Card
  11. Open the Patheon Knowledge Base
  12. View the Wash Queue
Modified
  1. Generate the Account Report
  2. Generate the Bank Deposit Report
  3. Generate the Device Cash Report
  4. Generate the Plan Analysis Report
  5. Generate the Transaction Report V1
  6. Generate the Transaction Report V2
  7. Patheon Supported Hardware
  8. XPT COM Ports

March 2024

New
  1. Change RFID Reader Settings from a Cashier Terminal
  2. Edit a Prepaid Product Price
  3. Edit a Product's Settings for a Group of Sites
  4. Generate the Account Report
  5. Generate the Bank Deposit Report
  6. Generate the Device Cash Report
  7. Generate the Plan Analysis Report
  8. Generate the Transaction Report V1
  9. Generate the Transaction Report V2
  10. Issue a Refund from Patheon Portal
  11. Look Up a Customer from Patheon Portal
Modified
  1. Add a Custom Employee Role
  2. Apply a Discount to a Sale
  3. Patheon Supported Hardware
  4. Tender a Sale to Card on File

February 2024

Modified
  1. Patheon Supported Hardware

January 2024

New
  1. Add a $50 Gift Card with a $45 Price
  2. Add a Custom Employee Role
  3. Add a Vehicle to a Unit Wash Subscription Plan from Portal
  4. Assign an Employee ID to an Employee
  5. Assign an Employee to Cashier Terminal to Track Commissions
  6. Assign an Employee to Kiosk Terminal to Track Commissions
  7. Downgrade a Unit Wash Subscription Plan from Portal
  8. Patheon R38 Release Notes
  9. Patheon R39 Release Notes
  10. Reload a Unit Wash Subscription Plan from Portal
  11. Remove a Vehicle from a Unit Wash Subscription Plan from Portal
  12. Terminate a Unit Wash Subscription Plan from Portal
  13. Upgrade a Unit Wash Subscription Plan from Portal
  14. XPT COM Ports
Modified
  1. Sell a Wash Subscription from Portal

December 2023

New
  1. Patheon R37 Release Notes
  2. Add a Vehicle to a Wash Subscription from Portal
  3. Configure a Plan Upsell for a Wash
  4. Downgrade a Wash Subscription from Portal
  5. Remove a Vehicle from a Wash Subscription from Portal
  6. Upgrade a Wash Subscription from Portal

November 2023

New
  1. Patheon R36 Release Notes
  2. Print a Kiosk Test Receipt
  3. Sell a Wash Subscription from Portal
  4. Terminate a Wash Subscription from Portal
Modified
  1. Change Receipt Printer Density
  2. Quick Answer: Kiosk Attendant

October 2023

New
  1. Add a New Customer
  2. Change the Payment Card for a Customer Plan
  3. Log In to Patheon Portal
  4. Log Out of Patheon Portal
  5. Look Up an Employee Username
  6. Patheon R35 Release Notes
  7. Quick Answer: Back Office
  8. Quick Answer: Members Lane
  9. Remove a Payment Card from a Customer Profile
  10. Reset an Employee Password
  11. View Business Insights
  12. View Paginated Reports
Modified
  1. Quick Answers
  2. Support