Facility
Begin Date (GlobalSalesArea_FRitemBeginDate)
Accept the default start date (today) for the patron's facility reservation or select an alternative day.
DeleteEnd Date (GlobalSalesArea_FRItemEndDate)
Accept the default end date (today) for the patron's facility reservation or select an alternative day.
DeleteBegin Time (GlobalSalesArea_FRItemBeginTime)
Accept the default start time (current hour) or select an alternative time. This is the start time of the patron's facility reservation (this should NOT include Set Up Minutes).
DeleteEnd Time (GlobalSalesArea_FRItemEndTime)
Accept the default end time (current hour) or select an alternative time. This is the end time of the patron's facility reservation (this should NOT include Cleanup Minutes).
DeleteSet Up Minutes (GlobalSalesArea_FRSetUpTimes)
When applicable, enter the time (in minutes) your staff needs to set up for this event. For Example: The patron requests you set 50-chairs in front of the pavilion. That might take 30-minutes for your staff to remove after the event, and you enter it here. The event will be blocked-off for the sum of the Set Up Minutes, the Event's Duration, and the Cleanup Minutes. This prevents double-booking of another event by another group during that time.
When set at the Facility-level default set up minutes display here in Global Sales and they can be overridden when necessary.
DeleteClean Up Minutes (GlobalSalesArea_FRCleanUpTimes)
When applicable, enter the time (in minutes) your staff needs to cleanup after this event. For Example: The patron requests you set 50-chairs in front of the pavilion. That might take 30-minutes for your staff to complete and you enter it here. The event will be blocked-off for the sum of the Set Up Minutes, the Event's Duration, and the Cleanup Minutes. This prevents double-booking of another event by another group during that time.
When set at the Facility-level default cleanup minutes display here in Global Sales and they can be overridden when necessary.
DeletePattern Option (GlobalSalesArea_FRPatternOption)
This field is applicable only if your Run Option is "Facility Holds" or "Facility Hold Cancellations."
When creating or cancelling Hold-status Reservations for Activities you have to select the Facility/Facilities in the DataGrid and then manually enter the meeting Dates and Times in these fields. If your Activity meets regularly then you can use the Pattern Option to select them.
Expand the Drop-down list to select your Pattern Option.
THEN
Make selections in the fields that appear as applicable. The selection you make here dictates what other fields if any appear.
Depending on your Run Option Activity Hold Reservations will either be made or cancelled over the Date Range for the days you select in these fields.
- None - Activity Hold Reservations will be made or cancelled over every date and time in the range. For Example: Your Date Range is 01 August through 30 September. Your time range is 2:00-3:00pm. Using this option you will make or cancel Activity Reservations for 2:00 to 3:00pm for every day in August and September for the Facility/Facilities selected.
- Daily - Reservations will be made or cancelled for every date and time in the range based on your Skip X Days value minus any Skip Dates you select. For Example: Your Date Range is 01 August through 30 September. Your time range is 2:00-3:00pm. You enter "3" in the Skip X Days field and select 07 August as a Skip Date. Using this option you will make or cancel Activity Reservations for 2:00 to 3:00pm every three days starting on 01 August and running through 29 September (08/01 8.4.2022. 8.10.2022.etc…) except 07 August.
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Weekly - Reservations will be made or cancelled for the time range on a weekly basis (based on your value in the Skip X Days field) for the Weekdays you select minus any Skip Dates you select. For Example: Your Date Range is 01 August through 30 September. Your time range is 2:00-3:00pm. You select "Tuesday" and "Thursday" in the Weekdays field. You enter "1" in the Skip X Days field and select 10 and 24 August as a Skip Dates. Using this option you will make or cancel Activity Reservations for 2:00 to 3:00pm every Tuesday and Thursday in August and September except for 10 and 24 August.
Note: The Skip X Days field in this instance is actually "Skip X Weeks. Using the example above had you entered "2" in the Skip X Days field then you would have made or cancelled reservations for "every other Tuesday and Thursday."
- Monthly - Reservations will be made or cancelled for the time range on a monthly basis for the Weekdays and Weeks (of the month) you select minus any Skip Dates you select. For Example: Your Date Range is 01 August through 30 September. Your time range is 2:00-3:00pm. You select "Tuesday" and "Thursday" in the Weekdays field. You enter "Week 2 Week 3" in the Weeks field. You leave the Skip Dates field blank. Using this option you will make or cancel Activity Reservations for 2:00 to 3:00pm Tuesdays and Thursdays during the 2nd and 33r weeks of August and September.
- Random Dates - Reservations will be made or cancelled for the time range over the dates you select.
Status (GlobalSalesArea_FRStatusOption)
Select this reservation's status (i.e., Firm, Tentative, or Hold).
- Firm - RecTrac sets facility reservations to Firm after the patron pays. The facility date and time is held for this patron.
- Hold - RecTrac holds the facility date and time is held for this patron.
- Tentative - RecTrac holds this facility date and time is held for this patron.
- Permit - In Review/Approved/Complete/Rejected/Incomplete - RecTrac does NOT hold this facility date and time is for this patron. A permit is simply a patron's request (often made through WebTrac) to use the facility for a specific date and time, and the facility remains available for others to reserve until your organization converts a permit to a reservation. See Topic Doc - Facility Permits for a more detailed explanation of this process.
Head Count (GlobalSalesArea_FRHeadCount)
Optional. Enter the anticipated head-count for this event. Helpful when you track usage of this facility.
DeleteWaivers (GlobalSalesArea_FRWaiverCodes)
Optional. Select the waiver(s) to print along with the patron's receipt (i.e., your standard rules and regulations waiver, damage deposit waiver, and etc…).
For more information on waivers, see Topic Doc - Linking Household & Family Member Documents.
DeleteStandard Pass
Member Begin Date (GlobalSalesArea_PMItemBeginDate)
Accept the default start date for the patron's pass or select an alternative day.
DeleteExpiration Date (GlobalSalesArea_PMItemEndDate)
Accept the default end date for the patron's facility reservation or select an alternative day. Depending on the pass's configuration, a Default Expiration Date might be set on the pass which displays here or you might be required to select applicable dates for each pass sold.
DeletePunch Pass
Membership Begin Date (GlobalSalesArea_PMPItemBeginDate)
Accept the default start date for the patron's standard pass or select an alternative day. Depending on the configuration of this pass, a Default Member Begin Date might be set on the pass which displays here or you might be required to select applicable dates for each pass sold.
DeleteMembership End Date (GlobalSalesArea_PMPItemEndDate)
Accept the default end date for the patron's standard pass or select an alternative day. Depending on the configuration of this pass, a Default Member Begin Date might be set on the pass which displays here or you might be required to select applicable dates for each pass sold.
DeletePunch Visits (GlobalSalesArea_PMPPunchVisits)
Accept the pass's default or enter an alternative amount of punches this patron is purchasing. This pass expires after all punches are used. Typically, one visit consumes one punch. Sara is purchasing a fifteen (15) punch pass to your organization's fitness center.
DeletePOS Service
Service Item Quantity (GlobalSalesArea_PSSItemQuantity)
Default quantity of the Service/Inventory Item(s) that the patron is purchasing. Accept the default quantity of items (one) or enter an alternative value. The value you enter here is the quantity of all items selected at once.
DeletePOS Inventory
Item or UPC Scan (GlobalSalesArea_PSIScanData)
Scan or type the item's Inventory Code, and then the item will be added to the cart. When available, use barcode scanning hardware.
DeleteInventory Quantity (GlobalSalesArea_PSIItemQuantity)
Default quantity of the Inventory Item(s) that the patron is purchasing. Accept the default quantity of Inventory Items (one) or enter an alternative value. The value you enter here is the quantity of all items selected at once.
DeletePOS Ticket
Ticket Code, Ticket Code UPC, or Serial Number (after selecting Ticket code above) (GlobalSalesArea_PSTScanData)
Scan or type the item's Inventory Code, and then the item will be added to the cart. When available, use barcode scanning hardware.
DeleteManually Select Individual Tickets (GlobalSalesArea_PSTManualSelect)
Enable to select the ticket number(s) to sell to this patron from a list. A screen opens which lists the ticket Serial Number, Area, Seat, Section, and Row. Sakura wants to purchase seats 23 and 24 in section E for the concert. You would enable the Manually Select Individual Tickets option and choose those tickets in order to sell them to Sakura.
DeleteTicket Quantity (GlobalSalesArea_PSTItemQuantity)
Default quantity of the Ticket(s) that the patron is purchasing. Accept the default quantity of Tickets (one) or enter an alternative value.
Quantities can be changed within the cart by going to Update From Cart • Update Fees From Cart.
DeleteRental Item
Item or UPC Scan (GlobalSalesArea_RNScanData)
Scan or type the item's Rental Code, and then the item will be added to the cart. When available, use barcode scanning hardware.
DeleteBegin Date (GlobalSalesArea_RNitemBeginDate)
Accept the default start date (typically, today) for the patron's rental or select an alternative day.
Note:Uncommon. Certain rentals like a boat slip might have a fixed start date and when configured it is the default value here.
DeleteEnd Date (GlobalSalesArea_RNItemEndDate)
Accept the default end date for the patron's rental or select an alternative day. The Default End Date is configured at the Rental Class (i.e. set once for the Canoe class of rentals not set individually for each of your seven (7) rental canoes).
DeleteBegin Time (GlobalSalesArea_RNItemBeginTime)
Accept the default rental start time or select an alternative time. The Default Begin Time might be configured at the Rental Class (i.e. set once for the Canoe class of rentals not set individually for each of your seven (7) rental canoes).
DeleteEnd Time (GlobalSalesArea_RNItemEndTime)
Accept the default rental end time or select an alternative time. The default rental end time might be configured at the Rental Class (i.e. set once for the Canoe class of rentals not set individually for each of your seven (7) rental canoes).
DeleteItem Quantity (GlobalSalesArea_RNItemQuantity)
Accept the default rental quantity (1) or enter an alternative quantity.
DeleteAvailable Quantity (GlobalSalesArea_RNAvailableQuantity)
You will not visit this field.
Displays the quantity of the Rental Item that's available for rental. Items are unavailable when Rental Now is used until Complete Rental on the Current Rental tab checks it back in. Automatic Returns is also available as a configuration option for items like Camp Sites that you check all in daily at once through the Rental Detail Status Change program.
DeleteStart Rental Now (GlobalSalesArea_RNStartNow)
Enable to start the rental now, when the patron is immediately paying and using their rental. Using Rental Now makes this item unavailable (takes it out of inventory) for usage by other patrons until the rental is returned.
Remove the checkmark when the patron is paying/reserving in advance and plans to use the rental later.
DeleteLocker
Locker Room (GlobalSalesArea_LKroom)
Select the locker room on which to base your search. For Example: You might have access to a women's and men's locker room at multiple physical locations (i.e., at the recreation center and at the golf course).
DeleteLocker Begin Date (GlobalSalesArea_LKItemBeginDate)
Accept the default start date for available locker search or select an alternative day.
DeleteLocker End Date (GlobalSalesArea_LKItemEndDate)
Accept the default end date for available locker search or select an alternative day.
DeleteFeatures (GlobalSalesArea_LKFeatures)
Select the feature(s) the locker must have for this search. Multiple selection is allowed. For Example: The patron requests a half-sized locker with a combo lock.
DeleteLocker Features Option (GlobalSalesArea_LKFeaturesOption)
Select how to consider your Locker Features for this search. Should the search only include lockers that match All Features, match Any Features set, or Ignore your set features).
DeleteInclude WaitListed Lockers (GlobalSalesArea_LKWaitListOption)
Select whether to include lockers with wait list requests within your search.
DeleteTrip
Head Count (GlobalSalesArea_TPHeadCount)
Enter the count of people that this sale will add to this trip.
DeleteDeparture Date Option (GlobalSalesArea_TPDateOption)
Enter the Departure Dates you want to view on this screen.
- Current Only
- Past 30 Days
- Past Year
- All Dates
Visit
(GlobalSalesArea_PMVIDSwipe)
Swipe or scan the Member's Pass, Key Fob, or ID Card
OR
Enter member information manually using your keyboard and click the appropriate button (Name Lookup or Pass Number Lookup) to process the Lookup
OR
If processing a Daily Visit, skip the lookup field and click Daily Visit.
Buttons on the screen…
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Name Lookup - Runs a Family Member lookup, either by Family Member Last Name, by Family Member Number or by Xref Number.
Notes: This is the Default Option. When entering values manually in the ID Swipe field pressing <Enter> on your keyboard will process the lookup.
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Pass Number Lookup - Runs a lookup by Pass Number.
Note: Custom Screen Design allows you to make the <Enter> key default to Pass Number Lookup in lieu of Name Lookup button if desired. You MUST be running Visit Processing in Attended mode to utilize this functionality. Click Here for step-by-step instructions.
- Daily Visit - Allows you to process a Daily sale. Click this button to proceed to the Daily Pass Selection screen.
- Complete Visit - Used to complete a Visit that requires clerk interaction. Highlight/select the Incomplete Visit in the Visits DataGrid and click Complete Visit. In Visit Processing Incomplete Visits are highlighted in red on the DataGrid.
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Empty Cart - Clears items from the Shopping Cart.
This field is applicable to Visit Processing only. -
Payment/Refund - Takes you to the Payment Screen where you can complete the transaction.
This field is applicable to Visit Processing only. - Cancel Visit - Allows you to cancel a Visit that has been processed. Highlight/select a Visit in the Visits DataGrid and click Cancel Visit to process the cancellation. If Fees are involved you may need to process a Refund.
Waitlist
Module (GlobalSalesArea_WaitlistModule)
Select which module's wait list you want to view from the list.
- All Modules
- Activity
- Court
- Facility
- League
- Locker
- Rental
- Trip
Activity (GlobalSalesArea_WaitListARComboKey)
Select the Activity Section's waitlist to view.
DeleteFacility (GlobalSalesArea_WaitlistFRComboKey)
Select which facility's waitlist you want to view.
DeleteLeague Code (GlobalSalesArea_WaitlistLSLeagueCode)
Select which league's waitlist you want to view.
DeleteRental Item (GlobalSalesArea_WaitlistRNRentalItemCode)
Select which rental's waitlist you want to view.
DeleteTrip Code (GlobalSalesArea_WaitlistTPTripCode)
Select which trip's waitlist you want to view.
DeleteBegin Date (GlobalSalesArea_WaitListBeginDate)
Select the begin date for the activity/facility/rental/locker in which you want to view a waitlist.
DeleteEnd Date (GlobalSalesArea_WaitListEndDate)
Select the end date for the facility/rental/locker in which you want to view a waitlist.
DeleteContracts
Contracts (GlobalSalesArea_ContractCode)
Choose a Contract to view items associated with the Contract.
After selection, you will be prompted to Set the Contract. You must set the Contract to add or modify items under a contract.
DeleteBilling Template (GlobalSalesArea_ContractBillingType)
Installment Billing Template associated with the Contract in Contract Management.
Delete