Document Scanning

The TransActPOS Document Scan module utilizes the low-cost Epson Workforce scanner to attach documents to Customer Accounts, Quotes, Sales Orders, and Purchase Orders. Within the Activities option of select modules, the scanned document is accessible for future reference.

Delivery Tickets

· Automated scanning, sorting of signed delivery tickets

· Place multiple delivery tickets in the scanner's bin, and the system automatically scans and attaches the document to the original invoice

· Batch processing of delivery tickets

· Reprint scanned documents

Customer Information

· Customer File scanned documents

· Centralized customer documents like certificates and contracts

Quotes and Sales Orders

· Supporting project documents

· Signed quotes for project acceptance

Purchase Orders

· Original RFQ documents received from the vendor

· Packing slips and receiving documents