Table of Contents
Summary
Join Dane Whitcomb as he walks through the process of setting up an employee discount for your staff in RecTrac using family member features.
Video
Transcript
Dane Whitcomb 0:05
In this video, we're going to be going over setting up employee discounts. So these discounts can be used across all items in your database, there's a couple of different ways this employee discount could be set up in RecTrac, I'm just going to be going over one of the ways that is pretty easy to set up. And we'll cover all modules, whether you're selling an employee, a pass, an activity, a facility Rental, anything like that. So the first step is going to help in the household management. So before you do this, you need to have the employee in RecTrac as a household, because we have to flag that employee or that household family member as an employee in order for them to get the discount. So let's say in this case, Jane Doe here is my Parks and Rec employee. So I'm going to Click change in our household and the family member within the household, that's the employee, you would want to Click on member details. And there should be a features Field in here. So this is actually the family member feature. So the feature just linked to this, Jane Doe not anybody else in the household. This is where you would select the employee feature.
Dane Whitcomb 1:16
So this is something I already had created. If you don't have an employee feature listed, you would go into System code management and create one. So you can create any sort of feature you want to tied to a family member or a household. So in this case, let's say I didn't have one created, and I wanted to add an employee feature. This is going to be a family member feature. So my Type is exactly that family member feature. You'll find it in the list there or you can search it like I just did. And we'll just give the code and description employee. And I already have that employee one as we just saw. So I'm not going to save this and create a duplicate. But that is how you would add a new feature to this list in the person update Screen. So once you've saved it, it would then become an additional option here in the features list. But once you got the employee in there, you would want to check that off. And that will flag that family member in your database as an employee.
Dane Whitcomb 1:16
So now that they are flagged as an employee, the next step is setting up a fee in order to give those employees a discount. This could really be done at any level. As far as the items and RecTrac. If you want to link it to just one activity section or one pass, things like that, you could do that. A common scenario maybe is across the board, they get maybe the percent percentage discount. Maybe it's on the global all modules level here in Module management. So if we like a discount fee there, we know it would apply to all items in the database. So I'll go and say, for passes, they get a 10% discount on any pass membership they sign up for. So instead of linking this discount fee to each individual pass, I can go into module management here and choose the Pass Memberships module. And I can actually create a discount fee on the whole module. So regardless of which pass they select, they're gonna get that employee discount. You could do this for activities and facilities, service items, anything you're you're selling, you want to have a discount for.
Dane Whitcomb 3:29
So I'm going to create a new fee, and it's going to be a discount fee. And we'll just call it my employee discount. And I'll jump over to the fee Type and put in, you can either be a discount flat or discount percent. So if you have a flat, it's going to say, you know, $30 discount, whereas if I change this to percentage is going to take the price, they're charged and actually say a 30% discount. So I'll do a 10% discount, because this is across all passes. And I think a percentage would work a little better. You would want to choose your transaction types. So it's going to be purchased for me here. And then I need to make sure only the employees are getting this discount. So to do that we have a features criteria that will link up with the features you linked to those family members that we went over. So it's that features criteria. And then this is set up as a family member features since we're looking at that one member in the family because we're assuming maybe not everybody in the household is an employee.
Dane Whitcomb 4:39
So we're clicking on the Pick list icon here and selecting the employee feature. And we're going to save the criteria. And now only the employees that have the employee feature are getting the discount. That's a 10% discount. link at the time last module level. So now if we test this out and go to global sales and sell Jane Doe a pass, we should be getting our 10% discount. So I'm going to select Jane Doe and I'm going to pick a pass we'll say it's a golf annual adult pass and skip our cross reference here. And we can see $900 went into the cart. And to see if we got the discount, we can update our fees here. And we can see the employee discount got flagged here. And in our discount column, we got $100 off so it was originally $1,000 and our 10% Knocked $100 off and charged us 900. So it's all automatically going to give that discount if it recognizes the family member, feature of employee tagged to your family member you're adding the item to cart with. So that's just an easy, easy way to set up employee discounts in your system and it would work for any item you're adding to cart in RecTrac.