RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
3 Highlight the appropriate tran code and click Select. You will return to the Point-of-Sale screen. Note that all of
the appropriate tran code information is listed in the upper left hand corner of your screen.
4 If the information is correct, click Select to move the information to the Current Transaction Listing browser box at
the bottom of the screen.
Note: If a question group has been linked to this item, these questions will display at this time.
5 Repeat steps 2–4 for each tran code you are selling.
6 When all of the items that the Household wants to purchase are listed in the Current Transaction Listing browser
box at the bottom of the screen, click Name Lookup to continue to the Household Selection screen.
7 Enter the Household Name and press Enter or locate household through another available search option. Press
F1 for field-level Help as needed.
8 You will continue to the Household Listing screen. Select the appropriate household and click Select. Click
Payment. You will proceed to the Payment Update screen.
9 Enter the amount paid in the Pay Amt field.
For example, $5.00.
10 Enter the appropriate pay code in the Pay Code field.
For example, 2 (Cash).
11 If the customer is paying with a check, you might enter the customer’s driver’s license number in the Pay Ref 1
field depending on your office policies.
12 Click Print or No Print.
Selling a Tran Code in Point of Sale Without a Household
1 Go to Daily � POS � Point-of-Sale. You will proceed to the Point-of-Sale screen.
2 Enter a period (‘.’) in the Scan No field and press the F9 key or right-click from within the field. You will continue
to the Tran Code Picklist screen.
3 Highlight the appropriate tran code and click the Select button at the bottom of the screen. You will return to the
Point-of-Sale screen. Note that all the appropriate tran code information is listed in the upper left hand corner of
your screen.
4 If the information is correct, click Select to move the information to the Current Transaction Listing browser box at
the bottom of the screen.
Note: If a question group has been linked to this item, these questions will display at this time.
5 Repeat steps 2–4 for each tran code item that the customer wishes to purchase.
6 When all of the items that the customer wishes to purchase are listed in the Current Transaction Listing browser
box at the bottom of the screen, click Payment to continue to the Payment Update screen.
7 Enter the amount paid in the Pay Amt field.
For example, $5.00.
8 Enter the appropriate pay code in the Pay Code field.
For example, 2 (Cash).
Note: For information on processing split payments, see Split Payment Processing.
9 If the customer is paying with a check, you might enter the customer’s driver’s license number in the Pay Ref 1
field depending on your office policies.
10 Click Print or No Print.
Selling an Inventory Item
Selling an Inventory Item to a Household Member in POS
The following instructions detail the minimum steps required to sell an Inventory Item to a general
customer or a Household in POS. For more detailed information, press F1 for field level help.
1 Go to Daily � POS � Point of Sale. You will proceed to the Point-of-Sale screen.
2 In the Scan No field, right-click or press the F9 key. You will continue to the Inventory Picklist screen.
3 Highlight the appropriate Inventory Item and click Select. You will return to the POS screen, and the Inventory
Item will appear in the San No field.
Vermont Systems, Inc. 203 06/09/08