(c) Profile Systems Design Group, Inc. 2024 Build: 4.008.701 Help ID: 4313
Module Menu
The Module Menu is the vertical bar on the left side of the main screen that allows you to select a module. A module is a grouping of functions within TransActPOS. Note that your module menu may look different depending on the modules selected by your store.
The Point of Sale module is a comprehensive solution for controlling the sales process, including completing refunds, managing layaways, and accepting customer payments. This is the predominant module in which clerks and customers interact.
The Accounts Receivable module, an accrual-based accounting system, maintains customer information, account balances, contacts, pricing, and customer jobs. Posting payments, application of credits, payment and credit reversals, and posting finance charges are done within this module.
The Sales Orders module manages the process of providing customers with a price quote for selected items and ultimately invoicing the customer for the products purchased. A sales order can be created directly from a quote, or a sales order can be created independently.
The Inventory Control module manages all aspects of the products sold within your operation, including vendor files and an electronic item catalog. The TransActPOS system is based upon weighted average cost inventory valuation, but it can also provide inventory valuation and class sales reporting on a current replacement cost basis.
The Purchase Order module manages the ordering of replacement and new inventory items into the inventory control module. Purchase orders can be created with the wireless application, through the PO module, or from a sales order.
The Service module is designed to aid in the processing of repair services integrated with the inventory and customer files in your store's system. It includes warranty tracking and also interfaces with the PO module to order parts tied to a service repair.
The Options module contains the IOR Menu, which is the interface between the store and electronic vendors, wireless unit management, and club program maintenance. The Rental module can also be accessed through Options.
The Systems module contains settings and options for customizing TransAct to your store's needs. It also contains support files that run in the background of other modules and the security settings that grant access to module functions.
