RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
To view the selected trip’s details, click Details located beneath the Trip ID field.
7 Repeat Steps 4–6 for each trip that you wish to book for a member of this household.
Note: The Update button removes the trip from the browser and places it back in the Trip ID field, allowing you
to edit information entered in Steps 5 and 6 above. The Remove button removes the trip from the transaction
completely.
8 When you have finished registering family members, click Payment. You will continue to the Trip 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…
Adding Additional Information to a Trip Reservation
Viewing the Trip Details during the Booking Process
1 Go to Daily � Trip � Trip Booking.
2 In the Lookup field, type all of part of the household name for which you wish to book a trip and press Enter.
OR
Enter the household ID number, the primary guardian’s home phone number, or the primary guardian’s work
phone number, and click the appropriate lookup button. You will proceed to the Household Listing screen.
3 Highlight the household for whom you wish to process an answer update and press Enter or click Select. You
will proceed to the Trip Bookings screen.
4 Right-click from within the Trip ID field to select the trip for which you wish to process the booking. If you are
unsure of the trip that you wish to select, click the Search button from the Trip Picklist.
5 The Dept Date defaults to the selected trip’s departure date.
6 The Dept Time defaults to the selected trip’s departure time.
7 Click Details. You will proceed to the Trip Details screen.
Note: The fields on this screen cannot be edited.
8 Click OK to return to the Trip Bookings screen.
9 Enter the Booking Headcount.
Note: You will only be able to add a headcount on this screen if you do NOT have the Use
Question Answers To Determine Trip Headcount option selected on your linked Household
device. To use the Use Question Answers To Determine Trip Headcount option, you need to
set the bill codes up as a headcount type for the fee lines that deal with a head count, by
selecting Headcount in the Rate Type field on the Bill Code Rate Information screen. In addition,
for the question group linked to the trip, you must link the questions to the fee code linked on the
corresponding bill code line.
10 Enter an Opt(ional) Marketing Code, if applicable.
11 Enter any applicable Booking Notes.
12 Click Select to add this trip booking to the Current Transaction Listing browser box.
13 Click Payment to process the trip payment as usual.
Vermont Systems, Inc. 251 06/09/08