RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Reprinting a POS Receipt
1 Go to Reports � Global � Quick Receipt Reprint. If prompted, enter your Receipt Reprint Password. You will
proceed to the Quick Receipt Reprint screen.
2 Enter the Receipt Number that you wish to reprint.
OR
If you don’t know the receipt number, enter or select the Household Name on the receipt that you want to reprint.
3 If you entered the Household Name, select the appropriate receipt from the browser box.
4 Click Print.
Processing a Sale Using a Gift Certificate for Payment
The following steps assume that:
• You are currently on the Payment Update screen after processing a transaction.
• You have already set up your gift certificate records.
1 In the Payment Code field, enter or select 10 (gift certificates).
2 Click Print. You will continue to the Gift Certificate Selection screen.
3 Highlight the gift certificate that you are using as payment.
4 Click OK. You will continue to the Output Selection screen.
5 Select whether you wish to print or preview the receipt to complete the transaction.
Important Note: Gift certificate usage restrictions are set only at the Transaction Code level
(Trans Code Maintenance: Restriction/Features screen); however, depending on the
circumstances of the transaction/payment, you may or may not be able to use a Gift certificate to
pay off existing modular balances - this depends on whether you are also processing a POS
transaction that includes a trans code with restrictions. The following stipulations apply:
1 If any item in the transaction listing is a POS item, the system will add up all POS gift certificate eligible items and
all non-POS items to get the total eligible amount that could be paid off by using a gift certificate. If this total
amount exceeds the amount available on the gift certificate, a message will tell the user how much can be
applied by gift certificate.
2 If there is a POS item in the transaction listing and it is NOT eligible to be paid by gift certificate AND you have an
existing modular balance, you can NOT use a gift certificate to pay off the existing module balance. Even in split
payment this rule applies. Users will need to process two separate payments in this circumstance, if they would
like to use the gift certificate to pay off the existing modular balance. This is a program limitation.
3 If there are no POS items in the transaction listing for the current sale, then NO gift certificate restrictions apply.
You may use whatever available balance is left on a gift certificate to pay off any previous balance, whether it be
an Activity balance or even a POS balance that is comprised of an item that is NOT gift certificate eligible. This is
a program limitation.
Making Changes to a POS Transaction
Processing a Return/Refund
Processing a Return in POS
1 Go to Daily � POS � Point of Sale. You will proceed to the Point-of-Sale screen.
2 Enter the appropriate character in the Scan No field for the item being returned (nothing for Inventory Items, a
period (.) for Tran Codes, a forward slash (/) for Tickets or a pound sign (#) for Trips) and right-click or press F9
to bring up the corresponding picklist.
3 Highlight the item being returned and press Enter or click Select. You will return to the POS screen, and the item
will appear in the San No field.
5 In the Qty field, enter -1.
6 Click Select to move the return transaction to the current transaction browser box listing at the bottom of the
screen.
7 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.
6/9/2008 210 Vermont Systems, Inc.