FastTrac: Updating Question Answers After the Sale
Summary
Join Brian Hatch as he reviews the topic for updating item question answers after the sale has been completed in RecTrac.
Video
Transcript
00:00:05:11 - 00:00:24:05
Brian Hatch
In this video, we're going to review the topic for updating item question answers after the sale has been completed. So to do this, we're going to jump to global sales that I have opened here at the top. I've already selected a household and I'm going to select an activity to enroll into and I'm going to add to CART.
00:00:24:08 - 00:00:47:12
Brian Hatch
And I'm presented with two different questions here at this point that I can choose to fill out. They're not required because they're not in red. And I also have a tickler. So let's just say I do not answer these questions and I continue and I go to complete the sale and I'll pay cash and we'll preview the receipt.
00:00:47:14 - 00:01:20:05
Brian Hatch
So I completed a sale with questions involved. And you can see those are listed typically on a receipt in most cases. So if I decide that I want to change my original answers or I forgot to answer something, you can go right back into global sales. I'm going to go ahead and select the same household again. And this time, since it's already been purchased, I'm going to go to Purchase History tab at the top of my global sales window and I'm going to find the activity that I want to update.
00:01:20:05 - 00:01:40:28
Brian Hatch
The question answers on someone to highlight my Tiny Tots program. And I'm just going to go to change at the bottom. And one of the options underneath change is change question answers. So at this point I can hit change and presented with the same window again where I can choose to answer or update any of my answers at this point.
00:01:40:28 - 00:02:03:06
Brian Hatch
And I can continue. Now, when you update question answers, you'll notice it doesn't drop into the cart like most changes typically would. It will automatically complete those changes and there's no process through to get a receipt on this type of update until I actually go back to the program now and hit change change question answers. You'll see that automatically was updated and saved when I continue on this screen.
00:02:03:09 - 00:02:07:18
Brian Hatch
And that is how you update question answers after the sale is completed in RecTrac.