RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Note: This dialogue box will automatically appear when you sell a ticket so that you can enter the
ticket numbers that were sold.
Family Member Add/Update
Adding a Family Member During POS Processing
The steps listed below assume that:
• You are currently on the Point-of-Sale screen.
• You have already selected a household.
1 Click the FM Link button in the upper right side of the POS processing screen.
2 Click New. Press F1 to refer to screen-level Help as needed.
3 Click Done. You will return to the POS Daily Processing screen where the new household member will now be
listed in the Family Member Selection browser box.
Updating a Family Member Record During POS Processing
The steps listed below assume that:
• You are currently on the Point-of-Sale screen.
• You have already selected a household.
1 Click the FM Link button in the upper right side of the POS processing screen. Highlight the family member that
you wish to update in the Family Member Selection browser box.
2 Click the Update button. You will proceed to the Family Member Update screen.
3 Make any required changes. Press F1 to refer to screen-level Help as needed.
4 Click Done. You will return to the Point-of-Sale screen.
Tracking Inventory Using a Hand-held Device
Importing/Posting Inventory Physical Counts from a Handheld Device
1 Go to Period End � POS � Inv Physical Count Import.
Importing:
2 Right-click in the Import File Name field and locate the .dat file that you wish to import.
3 In the Count Posting Date field, enter the date that you want to link to the posted items.
OR
Press the F9 key or right-click from within the field to select the appropriate date from the calendar.
4 In the Warehouse Location field, enter a warehouse location to link the import to.
5 Select the Double Space Report For Easier Viewing option to add a double space between the entries on the
report.
Select the Create Missing UPC Error Log option to create an error log for UPCs not found in database. If you
select this option, a file named UPCError.log will be created in the Misc Export Location specified in your linked
location device.
6 Click Import.
7 You will be prompted with the question "Do you wish to continue?" Click Yes.
8 An information box will display that reads "Import of Hand-held file complete!" Click OK.
Posting:
9 You will return to the Physical Count Import screen. Click Review. You will continue to the Physical Count Import
Review screen.
10 Review each line item. If everything looks correct, click Post.
11 You will receive a message asking "Do you wish to zero items not included in this import?" Review the
explanation listed above this question in the question box and then select either Yes or No.
Vermont Systems, Inc. 213 06/09/08