Quick scan – Rice Lake TransAct 3.5 User Manual

Page 165

Quick Scan

Reporting

166

Version 3.5

Quick Scan

The

Quick Scan

utility provides a quick way to view, edit, and void transaction ticket information. It

allows you to scan transactions based on categories and customer accounts for a specified date range.

To run a quick scan, select

Reporting | Quick Scan

from the main menu. The

Transaction Selections

Criteria

table and

Selection Criteria

form appear.

Figure 150. Selection Criteria Form

If the ticket number is known, it may be entered in the

Select Ticket Number

option box. To view the

transaction, click the

Scan

button.

To find a transaction or group of transactions, select a date range and other known criteria. To enter a
date, use the keyboard or click the calendar button to the right of the date option box

To select other search criteria (e.g.

Account

Job

Material

, etc.) click within the

Select

box, select the

desired item from the drop-down list.

Save Setting

When checked, all criteria selections will be saved with the exception of the date range. Date range
will always reset to the current date.

Reset

The

Reset

button will return the

Selection Criteria

form back to default values similar to

Figure 150