Prevent household debits from auto adding to the cart
RecTrac 3.1.10.18.00
Table of Contents
Problem
How can I prevent items that have a balance due from automatically being added to the cart when I go into Global Sales? Whenever I empty the cart and close Global Sales, the items show up in the cart again the next time I go into Global Sales.
Solution
In the Payment profile, you have the option to decide the Auto-Add To Cart behavior for items with a balance due, for each module. Changing this to User Choice will default to the old balances appearing in the household's Purchase History instead of Auto-Adding to the cart.
Steps For Solution
- In RecTrac, go to Profile Assignments.
- Highlight the Payment Profile that is active for your user.
- Click Update.
- Expand the Pay Old Balances Settings group.
- Change the setting from Auto-Add To Cart to User Choice for each module you wish to enable this functionality.
- Click Save.
Return to Global Sales, reselect any household with a balance, and note old balances should no longer Auto-Add To Cart and will be visible in the household's Purchase History.