RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
4 Click Next. Note that all other fields will be made available for editing.
5 In the Type field, select Capacity from the drop-down list.
6 In the Print Descript field, enter a description to be used on all picklists, reports and inquiry screens.
7 In the Quantity field, enter the capacity for this rental item.
For example, you are setting up a boat rental item that can only hold six people. In the Quantity field, you would
enter 6.
8 The Rental Class defaults to ZDFLT. You may change the class or delete the default one. The rental class
allows you to link standard rental times and other features to your rental items. If you charge different daily,
weekly or monthly rates for this rental item, you MUST select a rental class that has the Use Lowest Pricing
Option option selected.
9 Complete all other fields or leave their default settings. Press F1 for field-level Help as needed.
10 Click Next. You will proceed to the Rental Fees/Charges screen.
11 Select all applicable Bill Code fees.
12 In the Qty field, enter Y for any bill code fee that will be applied to the number of this rental item that are being
reserved. Enter N if this bill code fee should be charged, no matter the capacity number renting this rental item.
Using the boat example above: If this bill code fee were determined by the number of persons renting this boat,
then you would enter a Y here. This Y tells the system to charge whatever number is entered in the Quantity field
during the rental reservations process (see step 19 below). If this bill code fee should be charged to the
household, regardless of the number of persons renting this boat, then you would change the entry to N.
13 Optional step: If the Bill Code fee is a flat late fee that is charged for this rental item if it is returned late, be sure to
set the Late column for that bill code fee to Y.
14 Optional step: If this Bill Code fee is a package rate, be sure to set the Pack column to P (for package) or B (for
both package and non-package).
15 Enter information in all remaining Bill Code fields, or leave their default settings.
16 Enter a Default Deposit, if applicable, and select whether it is a Flat or Percent amount. Press F1 for field-level
Help with this screen as needed.
17 Click Next. You will proceed to the Rental Features screen.
18 Complete all fields or leave their default settings. Press F1 for field-level Help as needed.
19 Click Done to save your newly added rental item and to return to the Rental Item Maintenance screen.
20 Click Add to continue adding other rental items.
21 When you have finished adding all applicable rental items, click Exit to return to the Main Menu.
Setting Up Quantity Rental Items
The following steps assume that you have:
• Set up any applicable bill codes that you wish to link to a rental item using the Bill Code Maintenance program
(Files � System � Finance Codes Maintenance).
• Set up any applicable rental class that you wish to link to the rental item.
1 Go to Files � Rental � Rental Item Maintenance. You will proceed to the Rental Item Maintenance screen.
2 Click Add. You will continue to the Rental Core Information screen.
3 Enter a Rental Item name of up to ten alphanumeric characters.
4 Click Next. Note that all other fields will be made available for editing.
5 In the Type field, select Quantity from the drop-down list.
6 In the Print Descript field, enter a description to be used on all picklists, reports and inquiry screens.
7 In the Quantity field, enter the quantity of this rental item.
For example, if you are setting up the rental item "CHAIRS" of which you have two hundred, you would enter 200
in the Quantity field.
8 The Rental Class defaults to ZDFLT. You may change the class or delete the default one. The rental class allows
you to link standard rental times and other features to your rental items. If you charge different daily, weekly or
monthly rates for this rental item, you MUST select a rental class that has the Use Lowest Pricing Option option
selected.
9 Complete all other fields or leave their default settings. Press F1 for field-level Help as needed.
10 Click Next. You will proceed to the Rental Fees/Charges screen.
11 Select all applicable Bill Code fees.
Vermont Systems, Inc. 65 06/09/08