×
Menu
Index
Search
 
   
   
   
 
  • Using TransActPOS
  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.701  Help ID: 4053

Using TransActPOS

Some features appear throughout TransAct and perform the same function.
 

Function Keys

A number of transactions throughout the modules can be accessed via a function key on the keyboard.  These are denoted by parentheses ( ) including the function key next to the transaction.  Pressing the function key performs the same task as clicking the button.
Using TransActPOS

Common Window Buttons

Individual records, like the IC inventory file and the Service ticket, generally employ some of the same buttons at the bottom of the window.
Using TransActPOS
1

New

1. New
This creates a new record.  In some modules, this button may say Add instead of New.
2

Edit

2. Edit
This allows you to make changes to the currently selected record.
3

Find

3. Find
This opens the Find window to search for a record.
4

Delete

4. Delete
This deletes the currently selected record.  In some modules, it is best to change the record to an inactive status rather than deleting the record.
5

Close

5. Close
This closes the current window.
6

Item Navigation
and Print Screen

6. Item Navigation and Print Screen
The AR customer file and IC inventory file windows contain a PrtScn button that takes a screenshot of the TransAct screen.
The left and right arrows allow you to quickly navigate to the preceding or succeeding record.
 

Calendar Picker

Within a date field, you can enter keyboard shortcuts to increment by preset amounts.
 

The contents of Using TransActPOS

Windows Keyboard Shortcuts
Redirect Print Jobs
Reporting in TransActPOS