Rice Lake TransAct 5.0 - Quick Reference Guide - Manual

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TransAct 5.0 Quick Reference Guide
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 (required); Address, City, State, Zip (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 the New button.
3. Enter the Code and Description.
4. Click the Save button.