We want the first X amount of customers to register for free and charge everyone else who registers
RecTrac 3.1.10.31.00
Table of Contents
Problem
We are trying to set up an activity where the first 100 people to register are free, and all enrollees after that are charged the normal fee. Is there a way to do this?
Solution
To set this up for this activity, you will need to create a fee using advanced criteria.
Steps For Solution
- From the RecTrac main menu, go to Activity Section Management.
- From the DataGrid, highlight the section.
- Click Change.
- Click the Fees tab.
- Click Add > Add Fee. This will be the fee charged beyond your initial enrollment threshold.
- Set your Fee Description and Revenue GL Code.
- Set the Amount you wish to charge.
- Set Other Criteria to Advanced and click Add New Criteria.
- On the Criteria Update pop-up set:
- Entity to All Households.
- Operator to More Than.
- Value to 100 or change this value to match your enrollment threshold set in step 8c.
- Advanced Unit to Item.
- Item Group to Activity Code - Current Item.
- Time Units to Item Dates.
- Click Save to save the criteria.
- Click Save to save the fee.
- Click Save the Activity Section.
This will let the first 100 customers register for this activity for free and charge every customer after that.