Rice Lake TransAct 5.0 - Operator Card - Manual

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TransAct 5.0 Operator Card
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
( r e q u i r e d ) ; A d d r e s s , C i t y, S t a t e , Z i p
(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 Etc. button.
4. Click the Truck 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 New .
3. Enter the Code and Description.
4. Click the Save button.
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.
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.
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.