Quick Reference Guide User guide

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TransAct 5.0 Quick Reference Guide

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 Et c. button.

4. Click the Truc k 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.

Summary of content (6 pages)

PAGE 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.
PAGE 2
Add Jobs 1. 2. 3. 4. Enter Job Information. Click Admin » Orders/Jobs. If a blank form does not appear, click the New button. Enter Order information: Id (required), Description (required), Customer (required), and Ordered Date (required). 5. Click the Save button. Note: To add additional jobs, repeat steps 2– 5. Enter Special Pricing 1. 2. 3. 4. Select the Material from the drop-down list. Enter the price. Click the Add Item button to add additional Materials.
PAGE 3
Weigh Out 1. To complete an open ticket, select the ticket from the list of open tickets. 2. Verify transaction information. 3. Click the Print Ticket button to print the transaction ticket. Canceling a Transaction To cancel a transaction for any reason, click the Cancel button. This will return TransAct to the first weigh form. Accounting Processes: Generating and Printing Invoices 1. 2. 3. 4. Select Accounting » Invoices, Statement, & Posting. Click the Invoice radio button, if not already selected.
PAGE 4
9. 10. 11. 12. Select the Print Statements radio button. Click the View button. Select Yes to make a backup, verify the drive and directory for the backup and click the Backup button. An account list appears. Statements will be generated for the selected account. Click the OK button to continue. Note: Step 12 is considered an exclusive process and must be completed when all other computers are not accessing TransAct.
PAGE 5
Reversing a Credit 1. 2. 3. 4. 5. Select Accounting » Receipts and Payments. Select the Reverse Credit radio button from the Receivable list. Select the account from the drop-down list. Select the invoice to be reversed by double-clicking the N in the Pay column to change it to a Y. Click the Save button. Editing Transactions and Reprinting Tickets: Quick Scan 1. 2. 3. 4. 5. 6. 7. 8. Click Reporting » Quick Scan. Select database criteria to scan for. Click the Scan button.
PAGE 6
Basic Multiple Sort Tonnage and Charges Report by Account and Material 1. Click Reporting » Reports. 2. Select from the following: • Report Categories: Tonnage and Charges • Reports in Category: Tonnage and Charges • From Date • To Date • Detail Level: Detailed • First Sort: Sort Field 1 = Account • Second Sort: Sort Field 2 = Material 3. Vary the report by selecting different options for the First and Second sort fields. Creating Batch Reporting Files: Adding a New Batch File 1. 2. 3. 4. 5. 6. 7. 8. 9.