RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Setting Up Capacity/Quantity Rental Items that Allow Different Rates
for Adults, Children, etc.
The following steps are useful for those organizations that rent items such as campsites and have
a limited capacity for the campsite. In addition, different rates are charged for adults and children.
The following steps assumes that:
• You do NOT charge different weekly, daily, or monthly rates for the capacity rental item that you are setting up
using these steps.
• You do NOT link a rental class to this capacity/quantity rental item that has the Use Lowest Pricing option
selected.
The following steps use an example that assumes:
• Your organization runs a rental camping area that holds one hundred people.
• Your daily rate for adults is $10.00 and your daily rate for children (under eighteen) is $7.00.
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 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.
Using the example above, you would enter 100.
8 Right-click in the Rental Class field. If the rental class that you want to use already exists, select it and skip to
step 26. To add a new rental class, continue with step 9.
Note: If you link a rental class to a rental item that charges different rates for adults, children, etc.,
the rental class must NOT have the Use Lowest Pricing Option option selected.
9 On the Rental Class Picklist screen, click Add. Enter a rental class code consisting of five or fewer alphanumeric
characters. Click Next.
10 Enter a Description and enter or select a Deposit G/L Code.
11 Right-click in the CheckIn Question Group field. If the question group that you want to use already exists, select
it and skip to step 22. To add a new question group, continue with step 12.
12 On the Question Group Picklist screen, click Add. Enter a question group code consisting of eight or fewer
alphanumeric characters. Click Next.
13 Enter a Description.
14 Click Questions.
15 Click Add. In the Question Number field, enter 1. Click Next.
16 Select Number as the Answer Type.
17 In the Question Text field, enter the text for the first question. For example, How many adults?
18 In the Question Fee Group field, enter or select the fee code that will be linked to the corresponding fee for this
question.
19 Click Done.
20 Repeat steps 15–19 for the next question, making the question number 2 and the question How many children?
21 Click