Parks and Recreation Knowledge Base

Creating Inventory Items

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Log in through RecTrac and select the the Menu tab. Start from Management and select POS Management > Inventory Management.

Management menu expanded with POS Management selected and Inventory Management highlighted.

The Default Record Add screen will appear, press Continue.

Default Record Add dialog showing New Blank Record selected and Continue button highlighted.

Fill in the mandatory fields under the Core tab.

Items in red text accompanied by an asterisk (*) must be completed.

POS Inventory Item Update screen on Core tab with required fields highlighted in red, including Inventory Code, Long Description, Short Description, Type, and Category.

Move to the Fees tab.

Fees tab showing WildCard Cost Center field populated and Link Set menu open with Link Set As Template option highlighted.

Pick the appropriate fee and click Create Set Template.

Set Maintenance – Fee Set window listing available fee templates, with Create Set Template button highlighted.

Usually, POS Inventory items are taxable merchandise.

Click the fee added and select Change Fee.

Fees datagrid showing Inventory Item fee row selected, with Change Fee option highlighted.

Update the fee details as appropriate:

  1. Enter a Fee Description.
  2. Enter an Amount to charge.
  3. Does the fee include tax or will tax be additional? (Check the box if tax is included.)
  4. Click Save.
Fee Details window showing Fee Description entered, Amount set, Fee Required checkbox selected, and Save button highlighted.

Click Save again at the bottom of the item update window.

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