RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Note: If a Question Group has been linked to this rental class these questions will display at this
time.
See Also: Linking a Question Group to a Rental Class
11 Click the Payment button to proceed to the Payment Update screen to process the waitlist rental reservation
payment as usual.
12 You will continue to the Payment Update screen. Click Print. You will continue to the Output Selection screen.
13 Click Print to print the waitlist rental receipt.
14 Click Exit to return to the Main Menu.
Adding a Rental Reservation to a Waitlist (charge fees later)
If all rental items of a certain type been rented for a selected date, you can add an additional
rental reservation for that date to a waitlist in case an item is returned early or a rental reservation
is cancelled. To do so, complete the following steps. These steps assume that:
• The total number of rental items have already been rented out for a selected date.
• You wish to process payment for the waitlist rental reservation at the time the individual is added to the waitlist.
1 Go to Daily � Rent � Rental Processing.
2 You will continue to the Rental Processing Household Selection screen. In the Lookup field, type the name of the
household that is making the rental waitlist reservation and press Enter. You will proceed to the Household
Listing screen.
3 Highlight the appropriate household and press the Enter key or click Select. You will proceed to the Rental Item
Reservations screen.
4 In the Item field, press the F9 key or right-click from within the field to proceed to the Rental Item Listing screen.
5 Highlight the rental item that you wish to reserve and press the Enter key or click Select. You will return to the
Rental Item Reservations screen where the previously selected rental item will automatically be added to the Item
field.
6 In the From and To date fields, enter the beginning and ending dates of the rental reservation.
7 In the Start and End fields, enter the beginning and ending times of the rental reservation.
8 Click Select to add this transaction to the Current Transaction Listing browser box at the bottom of the screen.
9 A Waitlist Selection dialog box will display. The message will state Rental Item Not Available in Quantity
Required. Select one of the following options for this Rental.
10 Click Waitlist/No Fees.
Note: If a Question Group has been linked to this rental class these questions will display at this
time.
See Also: Linking a Question Group to a Rental Class
11 Click the Payment button to proceed to the Payment Update screen to complete the waitlist reservation process.
12 You will continue to the Payment Update screen. Notice that no fees are listed on this screen. Click Print. You
will continue to the Output Selection screen.
13 Click Print to print the waitlist rental receipt.
14 Click Exit to return to the Main Menu.
Processing a Waitlist Rental Reservation
The following steps assume that you have already added the individual to the rental item’s
waitlist.
1 Go to Daily � Rent � Rental Waitlist Reservations.
2 You will continue to the Wait List Rental Reservations - Item Selection screen. Press the F9 key or right-click from
within the Rental Item field. You will continue to the Rental Item picklist.
3 Highlight the rental item for which you wish to process a waitlist reservation. Click Select.
4 Click OK. You will continue to the Waitlist Reservation Listing screen.
5 Highlight the rental waitlist entry that you wish to process.
6 Click Reserve. You will continue to the Payment Update screen.
Vermont Systems, Inc. 225 06/09/08