RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
5 Enter the Item you wish to rent or right-click or press F9 from within the Item field to select from the Rental Item
Listing.
Note: You can select multiple items. Once in the listing, hold the key down and use the mouse to select
the desired Rental Items.
6 In the From and To date fields, enter the beginning and ending dates of the rental reservation, or leave the
default settings.
7 In the Start and End time fields, enter the starting and ending times for the rental reservation or leave the default
settings.
8 Optional: Click the various buttons to search for availability and detail, as needed.
You will get a pop-up message allowing you to accept or skip a range of billing methods if the Rental Class
associated it the item is set up to allow ACH Withdrawal, Auto-Debit from Credit Card or Installment Billing.
Any comments associated with the Item will appear in the browser box once you have a Rental Item in the Item
field. To remove these from view, click Hide Notes, which is located on the right-hand side of the screen.
Add Misc. Rental Cmnts as needed.
9 Adjust the Quantity/Capacity as needed and determine whether you wish to Start Rental Now.
10 Click Select to add this Rental Reservation to the Transaction Listing browser box.
OR
Click Fees if charges need to be updated. See the topic titled Updating Fees During the Reservation, Renewal, or
Transfer Process in the online help.
Note: If a question group has been linked to this section, these questions will display at this
time.
See Also: Linking a Question Group to an Rental Section
11 Repeat Steps 4-10 as needed to reserve more items for the same individual or family.
Note: The Update button removes the Rental from the browser and places it back in the Item field, allowing you
to edit information entered in Steps 5 and 6 above. The Remove button removes the Rental from the transaction
completely.
12 Click Payment to process the Reservation(s) listed in the Current Transaction Listing browser box. You will
proceed to the Rental (or Global) Payment Update screen.
13 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 enrollment.
Note: If you are using Global Sales, you can process transactions for this Household from other
modules before clicking the Payment button by clicking any of the module buttons listed at the
bottom of the screen, such as Activity Registrations, Pass Renewal and etc…
Reserving Rental Packages
Processing Reservations for Rental Packages
1 On the Rental Processing screen, select the Package radio set button.
2 Press the F9 key or right-click in the Pack field.
3 Make your selection from the Rental Package picklist screen. You will return to the Rental Processing screen with
the rental package name displayed in the Pack field.
4 Enter the reservation dates in the From and To fields.
5 Enter the reservation times in the Start and End fields.
6 Click Select to add the rental package reservation to the Current Transaction Listing browser box.
7 If you linked any bill code fees with the Pack column set to P (meaning "yes, charge this fee if this is a package")
or B (meaning "yes, charge this fee both when part of a package and when not part of a package"), those fees
will automatically be charged for the package rental.
8 Click Payment to process the reservation payment as usual.
Vermont Systems, Inc. 217 06/09/08