Rice Lake TransAct 3.5 - Manual (Page 37)

Customer Accounts Admin
38 Version 3.5
Accounting Info...
The Accounting Info button displays the Customer Accounting Info form.
Figure 20. Customer Accounting Info
This form allows the user to adjust previous and current balances, establish a credit limit, and enable
TransAct to check a credit limit during a transaction. It also allows the user to setup an account as
revoked, tax exempt, cash only, and not billed.
When an account is revoked, TransAct prompts the user and the transaction cannot be completed.
Special discounts, finance charges, and taxes can be applied. These values will be used instead of system
defaults when the field contains a value greater than 0.00.
To use the credit limit feature, enter a dollar amount in the Credit Limit box and place an ‘X’ in the check
box to the right of Enable Credit Limit Check. TransAct will check for credit limit when the transaction
is stored or printed. The operator is given the option to accept or reject the transaction. It is the operator’s
responsibility to use
Reporting | Quick Scan to void any open tickets that have been rejected.
To return to the Customer General Info form, click the General Info button. To save all
changes made to the customer account, click the Save button.
A warning will appear if any changes have been made and not saved. To return to the Customer Account
Table and save the changes, click Yes . To cancel all changes, click No .
Tare Buttons
TransAct installs three tare tables. Buttons to access these tables are listed at the bottom of the Customer
General Info form ( Truck , Container , and Pup Trailer ). These tables can be renamed or turned off to
meet a specific application. To edit tare names, refer to the Appendix, Editing the TransAct Initilization
File.