Locations – Creating and Managing

• Creating
  • Contracts
  • With the App
  • On the Web
• Location Types
  • General
  • Specialized
• Service Methods
• Tax Rates, Shares & Licensing
• Events
  • Collections
  • Deposits
• POS
  • Transactions
  • Users
  • Player Cards
  • Backups
• Equipment
• Reference
  • Notes, Docs & Photos
  • Tags

Creating a Location

Configure Your Contracts

Before a location can be created with the app, some details need to be input into your company’s dashboard. An Operator or Manager level user will need to visit the My Company link in the dashboard and scroll down to ‘Contract Jurisdiction’. Enter in the State or Commonwealth name, how the state/commonwealth is abbreviated, and the court jurisdiction as well. As an example Colorado would have the entries:

• State of Colorado
• CO
• Denver

Once this is complete you are ready to create a location in the field.

Creating with the App

Log into the TrueRoute app and press the big blue ‘+’ button, and select Create New Location. This will launch a dedicated tool that will allow a user to define all of the basic details about a location.

• Company information
• Contact information
• Share rate
• Reviewable contract text

If the new location agrees to the terms and supplies the needed information, then the collector and the Locations agent can sign directly on the app. Once complete, a copy of the contract and signatures is emailed to the Location and logged to the new location entry.

Creating on the Web

Log into your account, and navigate to Locations. In the upper right corner you will see the Add Location button. Inside here are the most basic details required to start the process. All that is needed is the company name, the service type, relevant agents, and the general details like address and contact information.

By default the Share Rate is set to 50%/50% with no license fee.

Once all of the available information has been entered, simply press Save in order to create the location entry, and be able to assign machines, notes, docs, and any other information required.

Location Types

General Location Types

• Arcade
• Charity
• Convenience Store
• Grocery
• Restaurant/Bar

These are all generally meant to help classify what types on businesses you have machine installed at, and these Location types do not affect a machines status at all. A Company can add their own dedicated location types as well.

Specialized Location Types

• Collector Possession – What equipment is in a Collectors/agents possession, and not currently installed anywhere. This is a general catch-all that represents the Collectors responsibility. There is generally one of these locations defined for each person that would be handling equipment in the field.
• Legal Hold – In case of any contests with local law enforcement and any machines are seized, you can create a location per locale as needed.
• Storage Unit – Any secondary premises used for storing equipment. A principal agent will need to be defined as to who is accountable for the location.
• Warehouse – Your main facility used for storage, assembly, and servicing.

Service Methods

General location types are able to be defined in three different service methods:

• TrueRoute Only Collections – This is a location that you collect upon in person, and does not use a TruePoint POS system. In this mode you will be able to see all of the locations general details, a detailed history of collections made as well as the associated bank deposits, the equipment that has been installed there, as well as any notes or relevant documents to that location.
• TruePoint POS Only (Georgia) – This is a location for the Georgia market only. Georgia’s lottery commission has a novel method for administering COAM activity, and this will allow Georgia operators to remotely view transactions occurring at their locations and track Player Card and Hold ticket balances. In addition to the above views, this mode can also track POS users and perform remote backups and error logging as well.
• Both TrueRoute and TruePoint – This mode is intended for locations that are manually collected upon and have a TruePoint POS installed as well. This allows the user to view and monitor every aspect of a location, and includes a transaction dashboard as well.

Tax Rates, Shares and Licensing

Share Rate

When setting up a location to be collected upon you will need to define what ‘share rate’ you have agreed upon with the location, and any licensing fees (if any) are involved. If they are to retain 60% of each period’s NET value, but there is a 3% machine licensing fee then you would enter:

• Location: 60
• Operator: 40
• License: 3

If a given NET for a week was $1,000.00, then this would break down as:

• Net: $1,000.00
• License: $30.00
• Sub NET: $970.00
• Location share: $582.00
• Operator share: $388.00
• Operator share + License: $418.00

Taxes

TrueRoute has special considerations for Wisconsin and Georgia. Any time a location is defined as having a Wisconsin address then an additional tax rate field appears where you can enter in the localities rate. There is an additional selector that defines the two most common methods of defying the cost structure:

• Operator covers the total tax
• Shared as per Share rate

This can be changed at any time if your agreement with the location changes.

For Georgia, the share rate is mandated by the state as 45/45/10. As soon as you mark a location service mode as “TruePoint POS Only” the share rates are automatically changed to this standard.

Events

Collections

A Locations Collection list view is simply a filtered version of the complete Collection list.

Deposits

A Locations Deposit list view is simply a filtered version of the complete Deposits list

POS

Transactions

Each time that a transaction is performed on a POS, that event is not only logged to the POS, but also logged to the TrueRoute site as well. Here you can see each transaction as it occurs, assuming that the location is connected to the internet. You can search transactions by Casher name, game name or transaction type (redeemed, transferred, etc ). Standard date refinement is available as well.

Once you have the list view you desire, you can also export a CSV file of your transaction history to use in other applications like Excel.

POS Users

Each time that a user account is made on the POS, the user’s details are logged here. You can see when the user was created, when they were last active, and if necessary lock them out.

If needed, and if the POS is currently connected to the internet, you can remotely change a user’s login PIN as well.

Player Cards

If the location chooses to use them, all player cards and their balances are available to browse here.

Backups

When the POS is first installed it is connected to a Location. Then, on a daily basis the POS will create a Backup Package and log with the server as a redundancy. The person that services the location is able to download the Package to a USB drive and load onto the POS manually, or a POS user can access these backups via the System Settings > Connection screen.

Equipment

When viewing the ‘Devices’ assigned to a location there are three main groups:

• Assigned Machines – These are the machine assemblies that you have manually assigned to the location.
• Reported Machines – These are the machines that have been manually defined on a TruePoint POS.
• Other Equipment – This is for unique display items such as signage, network equipment, monitors, or peripherals that are not a normal, internal part of a machine.

Reference

Notes & Docs

At any time a collector can add a note or photo about a location via the app (+ > Locations list view > Create Note). This can be used to record notes about phone calls from a locations managers, eccentricities about the location, or anything else that they think they (or anyone else) might be useful to remember in the future.

You can use photos to track the conditions of installed machines/equipment over time, or for exterior photos to guide a user to a non-obvious location.

You can also upload any contracts or agreements you have with a location here. If the location contract generator was used on the app to create the location, then it will automatically be populated into this area.

Tags

Tags here work just like you see on blogs and new sites, inventory systems and CRM’s. Tas aren’t categories, they aren’t qualifiers, they are just used to relate one location to another. Let’s say you have a group of locations that you want to mark as Friendly. You would enter this new tag here, press submit, and save the location entry.

Now, if you look at your main Location List view on the web, you will see your tag at the bottom of the page. Clicking a tag will then filter the entire Location List view down to locations that have been marked as Friendly.

Quickly viewing locations by type

When viewing your location in the list view, you can add an additional string to the URL in order to filter what locations you are viewing.

• ?service=pos|tp|mixed|tr

Example: https://web.trueroute.com/admin/pages/locations/index.html?service=pos — Will show you all locations that have a POS active, and ‘tp’ would should you locations tat only have the TruePoint POS installed (Georgia locations). The ‘mixed’ tag shows all manually collected locations that also have a POS, and the ‘tr’ locations are the ones that are manually collected, but do not have a POS.

You can also mix these URLs as well. ?service=mixed,tr will shows both locations that have a POS, and those that are manually collected as well, but not ‘tp’ locations.