Rice Lake TransAct 5.0 - Quick Reference Guide User Manual
Transact 5.0 quick reference guide

1
TransAct 5.0 Quick Reference Guide
Login Procedures
1. Double-click the
TransAct
icon on the desktop.
2. Type the login name (i.e. admin) and press
Enter
.
3. If a password is assigned, type the password and press
Enter
.
Adding Tables: Add a New Account
1. Click
Admin » Accounts
.
2. If a blank form does not appear, click the
New
button.
3. Enter Account Id (required); Account Name (required); Address, City, State, Zip (optional); and Phone
(optional).
4. Click the
Save
button
Note: To add additional accounts, repeat steps 2-4.
Add Trucks
1. Click
Admin » Accounts
.
2. Select the Account the new truck is to be added to.
3. Click the
Truck Etc.
button.
4. Click the
Truck
radio button.
5. Click the
Details
button.
6. Click the
New
button.
7. Enter an Id, must be unique to the account (required).
8. Enter a Description (optional).
9. Enter the truck Tare Weight in pounds (optional).
10. Click the
Save
button.
11. Click the
New
button to add additional trucks or click the
Close
button when done.
Note: The Details button is not available until changes made to the tare grid have been saved or undone.
Add Materials
1. Click
Admin » Categories » Material
.
2. Click the
New
button, if a blank form does not appear.
3. Enter the Code (required) and Description (required).
4. Select an Inventory Unit of Measure.
5. Click the
Save
button
Note: To add additional materials, repeat steps 2–5)
Add a New Price Table
1. Click
Admin » Categories » Price Table
.
2. If a blank form does not appear, click the
New
button.
3. Enter the Code and Description.
4. Click the
Save
button.
Document Outline
- TransAct 5.0 Quick Reference Guide
- Login Procedures
- Adding Tables: Add a New Account
- Add Trucks
- Add Materials
- Add a New Price Table
- Add Jobs
- Enter Special Pricing
- Database Maintenance: Backup TransAct Database
- Restore TransAct Database
- Processing Weigh Transactions Processing Transactions using Stored Tare Weights
- Processing a Weigh In / Weight Out Transaction
- Weigh In
- Weigh Out
- Canceling a Transaction
- Accounting Processes: Generating and Printing Invoices
- Generating and Printing Statements
- Recording a Receipt (Payment)
- Recording a Credit
- Reversing a Receipt
- Reversing a Credit
- Editing Transactions and Reprinting Tickets: Quick Scan
- Running and Printing Reports: Basic Tonnage and Charges Report by Ticket Number
- Basic Single Sort Tonnage and Charges Report by Account
- Basic Multiple Sort Tonnage and Charges Report by Account and Material
- Creating Batch Reporting Files: Adding a New Batch File
- Editing a Report in a Batch File