RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
11 Enter the Household Name and press Enter or locate household through another available search option. Press
F1 for field-level Help as needed.
12 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.
13 Complete the transaction.
Tracking Demographics in Point of Sale
Tracking User-Defined Demographics
RecTrac offers you the ability to not only track statistical information for households set up in your
database, but also for Point-of-Sale sales that are not linked to a RecTrac household.
Note: It is important to be aware that the Demographics Code field is entirely user-defined and is
set as a ten character alpha-numeric free-form field. Before beginning to use this feature, your
organization should decide the following:
� The information that you wish to track
� The format in which the information should be entered. Inconsistent data entry methods could
result in reporting difficulty in the future.
Perform the following steps to use this feature in your daily sales process.
1 Go to Files � System � Device Maintenance � Printer/Device Maintenance.
2 Highlight the Payment device linked to the user/menu group/workstation/defaults that will be processing
transactions.
3 Click Change. You will continue to the Payment Core screen.
4 Select the Track Demographics toggle box.
5 Click Done.
6 Click Exit.
7 Go to Daily � POS � Point-of-Sale.
8 Process a Sale.
9 Click Payment. You will proceed to the Payment Update screen.
10 Fill out all applicable information or leave the defaults. Press F1 for field-level Help as needed.
11 Click Print to print the customer’s receipt.
12 The Demographics Tracking window will display. Enter the Demographics Code that your organization has
decided to track.
13 Enter all other applicable information or leave the defaults. Press F1 for field-level Help as needed.
14 Click OK. You will return to the Point-of-Sale screen.
Vermont Systems, Inc. 209 06/09/08