Setting up transact—administration, Setting up customer accounts – Rice Lake TransAct 1.0 User Manual

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Setting Up TransAct

Setting Up TransAct—Administration

This section describes commands and sub-menus under the Admin...
button of the main menu toolbar.

Click Admin... to view the sub-menus available.

In the sub-menus you can create detailed Customer Accounts for your
database, complete with IDs and tares for each customer’s fleet of
trucks, trailers, and containers. You can build tables for each
customer’s selected Categories and create Permits for others who may
be authorized to use a customer’s account.

Admin... also has database Utilities to save, backup, restore, and
archive files.

You will use the Preferences sub-menus to set up tickets and establish
communication between your scale, printer, and computer.

Setting Up Customer Accounts

Use Customer Accounts to create and edit customer accounts. All
weigh transactions are attached to a customer account in some way.

To begin creating or editing customer accounts, point and click on the
Admin... button from the toolbar. Select Customer Accounts... and
click the left mouse button.

Selecting Customer Accounts

The Customer Accounts Table appears, showing information for the
first customer in the customer account table. If you have chosen to
install a sample database, information for the customer will be filled in.

If you have not installed the sample database, there are no customers
yet. The customer account window will show customer number 0 and
all fields will be blank. Begin entering information for your first
customer in the customer account fields.

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