RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Check Out/In Method: Checking Out/In Results:
Enter nothing and press F9
or click Daily Use.
OUT
IN
Processing Quick Rentals for Daily Users
The following steps assume that:
• You are renting items to persons who are not in your database.
You will proceed to the Item Selection screen, where you can select
the quick rental item being used by the daily user (a person who is
not in your database).
You will then proceed to the Daily Use Questions screen where you
can enter any questions linked to the selected quick rental item(s)
rental class (the daily user’s name, phone number, etc.).
You will then return to the Quick Rental screen, where the item(s)
will be listed as OUT in the Current Rental Log.
Does not apply. In the Current Rental log, double click on the
Rental Items you want to check in.
• Your quick rental items are linked to a rental class that has (up to four) user-defined questions established for it
on the Rental Class Maintenance - Core Information screen.
To proceed to the Quick Rental screen:
1 Go to Daily � Rent � Quick Rentals. You will proceed to the Quick Rental Family Member Selection screen.
2 Click Daily Use. You will proceed to the Item Selection screen.
3 In the Item field, press the F9 key or right-click to proceed to the Rental Item picklist.
4 Highlight the appropriate rental item(s) and press Enter or click Select. You will return to the Item Selection
screen where your selection(s) will be added to the browser box.
5 Click OK. You will be asked the questions linked to the Pending Question Group on the first screen of Rental
Class Maintenance for the class linked to this rental item.
6 Enter the applicable information in each user-defined field.
If you want any of the daily user information to print on the Outstanding Rental Listing (an end-of-day report of all
quick rental items that have not yet been returned), be sure to enter that information in the first user defined
question field.
7 Click OK. You will return to the Quick Rental Family Member Selection screen, where the first entry from the
Questions screen (typically the daily user's name and possibly a phone number) will be listed in the Current
Rental Log, along with the each of the quick rental item(s) and a status of OUT.
Rental Check Out
Checking Rental Items Out/Checking People In (to Campsites, Boat
Slips, etc.)
The following steps assume that:
• The rental reservation was created one or more days prior to the current processing date using the Rental
Processing program (Daily � Rent � Rental Processing).
• The household is now checking out the rental item or checking into the rented campsite, boat slip, etc.
1 Go to Daily � Rent � Rental Check Out/Check In. The first screen you will visit is the Rental Check Out/Check
In Household Selection screen.
2 In the Lookup field, type the name of the household that is checking out the rental item or is checking into the
campsite, boat slip, etc. Press Enter. You will proceed to the Household Listing screen.
Vermont Systems, Inc. 219 06/09/08