RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
4 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.
Note: You may use the Remove button located on the right-hand side of the screen to delete a line
item from the browser, if necessary.
5 Repeat Steps 2–4 for each Inventory Item the customer wishes to purchase.
Note: The following three steps will walk you through the process of selling the Inventory Item(s) to a
Household/Family Member in your database. If this is a general sale with no associated household, skip to Step
9
6 To associate a Household with this sale, click the Name Lookup button located at the bottom of the screen. You
will proceed to the Point-of-Sale Household Selection screen.
7 Enter the last name of the individual to whom you are selling the Inventory Item and press Enter. You will
continue to the Household Listing screen.
8 Select the appropriate Household/Family Member and press Enter or click Select. You will return to the
Point-of-Sale screen.
9 When all of the items that the individual 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.
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.
OR
Click Exit to return to the main RecTrac screen without processing the sale.
Selling an Inventory Item to a Household Member in Point of Sale
1 Go to Daily � POS � Point-of-Sale. You will proceed to the Point-of-Sale screen.
2 Scan the inventory item or enter or select the scan number from the picklist. Note that all the appropriate
inventory information is listed in the upper left hand corner of your screen.
3 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.
4 Repeat steps 2 and 3 for each inventory item you are selling.
5 When all of the items that the Household member wishes to purchase are listed in the Current Transaction Listing
browser box, click Name Lookup to continue to the Household Selection screen.
6 Enter the household name and press Enter or locate household through another available search option. Press
F1 for field-level Help as needed.
7 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.
8 Enter the amount paid in the Pay Amt field.
For example, 5.00.
9 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.
10 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.
11 Click Print or No Print.
Selling an Inventory Item 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 Scan the inventory item or enter or select the scan number from the picklist. Note that all the appropriate
inventory information is listed in the upper left hand corner of your screen.
3 If the information is correct, click Select to move the information to the Current Transaction Listing browser box at
the bottom of the screen.
6/9/2008 204 Vermont Systems, Inc.