RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Using the Device Assignments Program
The Device Assignments program lets you view and change the devices linked to user IDs, menu
groups, workstations, and defaults.
1 Go to Files � System � Device Maintenance � Device Assignments.
2 In the Device Assignment browser box, select a user ID, menu group, or work station (or the system defaults) by
clicking the plus sign (+) next to User IDs, Menu Groups, Work Stations, or Defaults, and highlighting an
individual entry. The linked devices are displayed in the bottom right browser.
3 To add a new device, select a device type from the Device Type drop-down list. Next, select a device from the
Device to Add drop-down list. The entries on this list will vary based on the device type selected in the previous
field.
4 Click Add To Linked Devs to link the selected device to this user/menu group/workstation/default.
5 To remove a linked device, select the device in the bottom right browser and click Remove Selected.
6 To modify a device, select the device in the bottom right browser and click Modify Device.
OR
To modify the device linked to the currently logged in user, select a Device Type and a Device to Add and click
Modify My…Device.
7 To view the device assigned to a given user at a given workstation, in the Device by Workstation section, click on
the workstation. The system will generate the device hierarchy for this workstation. Click the plus sign that
appears. Scroll down and click the pluses to see the devices linked by user. Click Reset to collapse the
hierarchy.
8 Click Done to exit to the Main Menu.
Setting Up RecTrac to Use Marine AFFES Ticket Numbers as Payment
In order to use Marine AFFES ticket numbers as payment for transactions processed in RecTrac,
you will need to set up a corresponding payment code. To do so, complete the following steps.
1 Go to Files � System � Finance Code Maintenance � Payment Code Maintenance.
2 Click Add. You will continue to the Payment Code Core Information screen.
3 Enter a pay code consisting of two or fewer digits. Remember that:
• Payment codes 4–89 are completely user-definable.
• Six payment codes (1, 2, 3, 97, 98 & 99) are semi-fixed; they cannot be deleted and their descriptions cannot
be edited. Their associated account number and other data can be edited.
• Payment codes 90–96 are reserved by VSI for internal use.
4 Click Next.
5 Click the down arrow next to the Pay Type field. Select Marine DPP from the drop down list.
6 Enter a Description and Screen Description to accompany this pay code.
7 Click Done. You will return to the Payment Code Maintenance screen.
8 Click Exit.
Adding a Hot Button to a Menu Group’s Global Sales Hot Button
Display
The following steps assume that:
• You have already set up your menu groups using the menu group maintenance program.
1 Go to Files � Global � Global Sales Button Maintenance.
2 In the Menu Group field, enter or select the menu group to which you wish to add a global sales hot button.
3 Notice that the menu group’s current global sales hot button layout is displayed on the screen.
4 Click the Add button. You will continue to the Global Sales Buttons Add/Change screen.
5 Highlight the program in the program field that you wish to add to the selected menu group’s global sales hot
button screen.
6/9/2008 84 Vermont Systems, Inc.