Rice Lake TransAct 2.0 - Manual (Page 19)

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Admin
7.0 Administration—Setting Up TransAct 2.0
This section describes commands and submenus under the Admin… icon
of the main menu toolbar.
Click the Admin… icon to view the available submenus. Note: Some
features are only available in TransAct Plus 2.0. These features are marked
Plus Only in this manual.
The submenus allow you to 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.
Use the Preferences submenus to set up tickets and establish communication
between your scale, printer, and computer.
7.1 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, click the Admin… icon
from the main menu toolbar. Select Customer Accounts and click the left
mouse button.
Note: Those menu selections with an arrow next to them
display another pull-down menu when selected.
The Customer Accounts Table appears, showing information for the first
customer in the customer account table. If you chose to install a sample
database, TransAct fills in the customer information. If you have not
installed the sample database, there are no customers yet. The customer
account window will show customer number 0 and all blank fields. Begin
entering information for your first customer in the Customer Account Table
fields.
Click New to create a new customer account.