RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
8 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…
Processing a Pass Transfer
1 Click the Pass Transfer hot button.
OR
Go to Daily � Pass � Pass Transfers. You will proceed to the Pass Transfer 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 transfer 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 transfer 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 transfer and
click Select. Then click the Pass Transfer button located at the bottom of the screen to proceed to the
PassTransfers screen.
4 In the browser box, located in the upper left-hand corner of the screen, highlight the pass you wish to transfer.
Information about Member Date and Expiration Date will fill in automatically.
5 In the Pass Type field, press the F9 key or right-click from within the field to select the appropriate pass to which
you are transferring the family member.
Note: The Prorate percentage is calculated automatically. To apply, click Prorate. You may adjust
the prorate amount by right-clicking on Prorate and entering a new amount.
Note: The amount in the Net Fees field is then calculated by subtracting the "To" pass fees from the
"From" pass fees. This determines whether the household will owe money, will be owed a refund, or
will have a zero balance after the transfer is complete.
6 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.
7 Change the membership or expiration dates, as needed. And click Select when done to move the pass to the
Transaction browser box.
8 Repeat Steps 4–7 for the same or other family members, as needed.
9 Click Payment (or Refund) to process the tranfer(s) listed in the Current Transaction Listing browser box. You
will proceed to the Pass (or Global) Payment Update screen.
10 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.
6/9/2008 184 Vermont Systems, Inc.