RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
9 Complete the transaction. For assistance with taking payments, see Processing a Module Payment for a
Household and/or Processing a Global Payment for a Household.
OR
Click Exit to return to the main RecTrac screen without processing the enrollment.
Note: If you are using Global Sales, you can process transactions for this Household from other
modules before clicking the Payment button by clicking any of the module buttons listed at the
bottom of the screen, such as Rental Reservations, Pass Renewal and etc…
Renewing a Pass Membership
1 Click the Pass Renewals hot button.
OR
Go to Daily � Pass � Pass Renewals. You will proceed to the Pass Renewal Household Selection screen.
OR
Click the Global Sales hot button
OR
Go to Daily � Global � Global Sales
You will proceed to the Global Sales Household Selection screen.
2 In the Lookup field, type all or part of the household name for which you wish to process a pass renewal and
press the Enter key.
OR
Enter the appropriate information from any of the search buttons on the bottom of the screen and then click that
button. You will proceed to the Household or Family Member Listing screen, depending on the lookup option
selected on the previous screen.
3 Highlight the household or family member for whom you wish to process the renewals and press Enter or click
Select. You will proceed to the Pass Renewals screen.
OR
If Using Global Sales, highlight the household or family member for whom you wish to process the renewal and
click Select. Then click the Pass Registrations button located at the bottom of the screen to proceed to the
Pass Registrations screen.
4 In the browser box, located in the upper left-hand corner of the screen, highlight the pass you wish to renew.
Information about Pass Type, Pass Number, Months, Exp Date and Ft Exp Date will fill in automatically.
Note: The Update button allows you to edit Family Member information for the selected individual "on the fly."
5 Click Select to add this pass registration to the Transaction Listing browser box.
OR
Click Fees if charges need to be updated.
Note: If a question group has been linked to this pass, those questions will display at this
time.
You will get a pop-up message allowing you to accept or skip a range of billing methods if the Pass is set up to
allow ACH Withdrawal, Auto-Debit from Credit Card and/or Installment Billing.
Any comments associated with the Pass will appear in the browser box once you have a Pass n in
the Type field. To remove these from view, click Hide Notes, which is located on the right-hand side
of the screen.
To view details about the Pass, click Details located beneath the Type field.
6 Repeat Steps 4-5 as needed to register the same Family Member or other Family Members for additional
passes.
Note: You can renew a Pass into a different Pass Type ONLY if you have Allow Pass Renewal into Different
Pass Type enabled on your Daily Processing Device.
Note: The Update button removes the Pass from the browser and places it back in the Type field, allowing you
to edit information entered in Step 5 above. The Remove button removes the Pass from the transaction
completely.
7 Click Payment to process the renewal(s) listed in the Current Transaction Listing browser box. You will proceed
to the Pass (or Global) Payment Update screen.
Vermont Systems, Inc. 183 06/09/08