RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
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 Trip the customer wishes to purchase.
Note: The following three steps will walk you through the process of selling the Trip(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 Trip 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 a Trip in Point of Sale to a Household
1 Go to Daily � POS � Point-of-Sale. You will proceed to the Point-of-Sale screen.
2 Enter a number sign (‘#’) in the Scan No field and press the F9 key or right-click from within the field. You will
continue to the Trip picklist screen.
3 Highlight the appropriate Trip and press the Select button at the bottom of the screen. You will return to the
Point-of-Sale screen. Note that all the appropriate trip 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 You will proceed to the Fees Update screen for the Trip you have selected. Make any necessary
updates/changes and press the OK button at the bottom of the screen. You will return to the Point-of-Sale screen
where the appropriate trip information will be listed in the Current Transaction Listing browser box at the bottom
of the screen.
6 Repeat steps 2–5 for each trip item you are selling.
7 When all of the items that the household member wishes 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.
8 Enter the Household Name and press Enter or locate household through another available search option. Press
F1 for field-level Help as needed.
9 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.
10 Enter the amount paid in the Pay Amt field.
For example, 5.00.
11 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.
12 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.
13 Click Print or No Print.
Selling a Trip in Point of Sale without a Household
Vermont Systems, Inc. 207 06/09/08