RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
8 Click Payment. You will continue to the Locker Payment Update screen.
9 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.
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 Rental Reservations, Pass Renewal and etc…
Processing Locker Returns
1 Go to Daily � Lock � Locker Returns. You will proceed to the Household Selection screen.
OR
Click the Global Sales hot button
OR
Go to Daily � Global � Global Sales. You will proceed to the Global Sales Household Selection screen.
2 Enter the household name for which you wish to process a locker return. Press Enter. You will proceed to the
Household listing screen.
3 Highlight the household for which you wish to return a locker and click Select.
OR
If Using Global Sales, highlight the household or family member for whom you wish to process the rental and
click Select. Then click the Locker Returns button located at the bottom of the screen to proceed to the
Locker Return Processing screen.
4 On the Locker Return Processing screen, highlight the locker that you wish to return in the Outstanding Locker
Rentals browser box. The locker balance due (if applicable) will now be listed in the Std Fees field on the right
hand side of the screen along with the return status and Return Date.
5 Click Select to move your locker selection to the Current Transaction Listing browser box at the bottom of the
screen.
Note: Any comments associated with the Trip will appear in the browser box once you have it in the
Trip ID field. To remove these from view, click Hide Notes, which is located on the right-hand side of
the screen.
Any question group associated with the Trip will appear at this time.
To view the selected locker room’s details, click Details located beneath the LockNo field.
See Also: Linking a Question Group to a Locker Room
See Also: Setting Up RecTrac to Base Locker Fees on Answers to Locker Questions
6 Repeat Steps 4 and 5 for each locker for this household that you wish to return.
7 Click Payment/Refund to proceed to the Locker Payment Update/Refund Update screen.
Note: If the household already paid for the locker at the time you processed the rental, no payment will be due.
However you MUST visit this screen to complete the transaction. Similarly, if a deposit was charged on the locker
rental, you may need to refund it at this time.
8 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.
6/9/2008 244 Vermont Systems, Inc.