How to charge a visit fee at one or more locations?
RecTrac 3.1.10.17.02
Problem
We have a pass that works at multiple locations. How can we charge an extra fee when our customer scans in to visit a specific location?
Solution
Within pass management add a standard fee to the pass with a transaction type of visit and a location criteria code.
Steps For Solution
- From the RecTrac main menu, navigate to Pass Management.
- Highlight the pass from the DataGrid.
- Click Change.
- Click on the Fees tab.
- Click Add Fee.
- Select New Blank Record.
- Click Continue on the popup.
- Enter fee information such as Description, Amount, Revenue GL Code, and any additional optional settings.
- Set Fee Type to Standard Fee.
- Set Transaction Type to Visit.
- Under Other Criteria, select Location.
- Click Add New Criteria.
- Click the picklist icon next to the Location(s) field.
- Highlight all relevant Location Codesfrom the DataGrid where you would like the fee to be charged.
- Note: These Location Codes must be Linked to the Visit Profile linked the the workstation(s) that will be processing the visit swipes.
- Click Select.
- Click Save to save the criteria.
- Click Save to save the fee.
- Click Save to save the pass.
Next time a visit transaction for this pass is processed on a workstation linked to the corresponding Visit Profile, your fee will be charged at the location(s) you selected.