FastTrac: Quantity Fee Setup for Headcount Punches Visits
Summary
In this FastTrac video, Brian Hatch walks through the process of setting up a fee in RecTrac to be driven by the quantity of the item being sold. This can be useful for facility headcounts, punch passes, and visit fees.
Video
Transcript
Brian Hatch 0:05
In this video, we're going to walk through the process for setting up a fee in RecTrac to be driven by the quantity of the item being sold. This can apply to facility reservations with the headcount setting can apply to punch passes with the quantity of punch passes being sold. And it can also apply to visits for any visit fees that you have set up in the database. In our example, we're going to walk through the setting with a punch pass, I'm going to jump to Pass Management, and already have it narrowed down to a punch pass that I have set up in my database. I'm going to open that up, and I'm gonna go to the fees tab like my feed, and I'm gonna go to change and go to advanced fee change. And under the miscellaneous area on this Screen, you'll see there's a setting for use head visit count punches for quantity.
Brian Hatch 0:54
So by turning this setting on the fee, the $10, in this example, would automatically be applied to or multiplied by the number of punches being sold. So I'm gonna go ahead and hit save on this. And it would be the same setting for that it's at the fee level it would be the same same for all modules involved. And highlight the sales side of this, I'm gonna go to global sales already have it open. And let's go to the punch Pass tab. Sorry about seeing punch paths selected, and I can set the quantity down here at the bottom. So I have five already filled in. So if I go to Add to Cart, you'll see $50 is added to the shopping cart. If I highlight that line item, and update fees from cart, we can see that's really a $10 per punch fee, as doing the math the quantity automatically for me and doing the math that $50 In this example. And if we went to another example, with the Facility Reservation, make a switch over to the facility tab.
Brian Hatch 1:52
I already have the facility selected. Again, I'll do a head count of five and want to add to cart. I'll get my standard questions in this example. Hit Continue. And I'll see a $60 line item drop into the shopping cart. So if we go to cart options and go to update fees from cart, in this example, I have a $10 room deposit fee for a quantity of one. So those are typically going to be flat rate setups and not driven by headcount. And then you can see the Rental fee. I've set that up to have that Toggle on so I can see that the quantity or the headcount of five has been moved in the Quantity Field and doing the math to $50 in this example. So that is a walkthrough of how to drive a fee by the quantity being sold in RecTrac.