Creating a customer database – Rice Lake TransAct 1.0 User Manual

Page 27

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Installation

Creating a Customer Database

The final step before using TransAct is to create the customer database.
After accepting the license agreement, you will be asked if you wish to
build a database. This database will provide the forms on which you
will enter your customer accounts and other data.

Click on the Start Build button. Another message pops up and asks if
you would like your database to contain sample information.

Sample Database Dialog Box

A sample database with fictitious customer accounts, trucks, and
transactions could be helpful until you become familiar with entering
your own information. If you have never used a data management
program like TransAct, installing this sample database is recommended
to allow you to learn how to use the program. All of the information in
the sample database can be overwritten or deleted.

After you’ve spent some time learning the program using the sample
database, you’ll be ready to start entering your own customer data.
Rather than overwriting each fictitious customer account in the sample
database with your actual customer accounts, we recommend that you
quit out of the TransAct program, then delete (uninstall) the entire
program. The Uninstall program will search out and delete all
TransAct files in your system. With a “clean slate,” you may then
reinstall TransAct onto your system. You will use the same install
procedure as described previously in this chapter, but with one major
change—this time you will not choose to have sample data put into
your database.

The procedure for uninstalling and reinstalling TransAct is found in the
Appendix. When you’ve learned the TransAct program and you’re
ready for this step, turn to that section and follow the instructions.

Click on the Yes button to install the sample database now.

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