Quick Reference Guide User guide

2 TransAct Quick Reference Guide
Add Jobs
1. Enter Job Information.
2. Click Admin » Orders/Jobs.
3. If a blank form does not appear, click the New button.
4. 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. Select the Material from the drop-down list.
2. Enter the price.
3. Click the Add Item button to add additional Materials.
4. Click the Save button
Note: The Item Details button is not available until changes made to the material grid have been saved or undone.
Database Maintenance: Backup TransAct Database
1. Select Admin » Utilities » Backup.
2. Verify the backup location and file name (default is C:\TransAct\backups).
3. Click the Backup button.
Note: Click the ellipse (...) button to change the backup location or file name.
Restore TransAct Database
1. Select Admin » Utilities » Restore.
2. Click the ellipse (...) button to select the backup file name to be restored.
3. Select DB Only (Database Only) from the 'Restore Settings' option.
4. Click the Restore button and follow instructions on the screen.
Processing Weigh Transactions Processing Transactions using Stored Tare Weights
Stored tare weights allow for single vehicle weighments. Stored tares can only be selected when a
transaction is started.
1. Click the Weigh button.
2. Select a Hauler, Truck, or Job code to start a transaction.
3. Enter transaction details (truck, trailer, etc.; bill-to account; material; notes, etc.) in the second form.
4. Click the Print Ticket button to print the transaction ticket.
Note: When multiple tare weights are selected, they are added together and used as the transaction tare weight.
Processing a Weigh In / Weight Out Transaction
When a transaction does not utilize tare weights, it is considered a Weigh In/Weigh Out transaction. The truck
must be weighed coming into the site and exiting the site.
Weigh In
1. Click the Weigh button.
2. Select a Hauler, Truck, or Job code to start a transaction.
3. Enter transaction details (bill-to account, material, notes, etc.) in the second form.
4. Click the Print Ticket button to print the transaction ticket. The Weigh In process is complete.