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TransActPOS Current Version: 4.006.01
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Combining Data
TransActPOS offers tools that assist in combining existing data in your customer file and inventory file. The processes are simple and very useful in reducing clutter in your system. The guides below show how to combine two customers and how to combine two inventory items.
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Combine Customers
To combine two customers within your Customer File, go to AR | Utilities | Combine Customers. The system will caution you with combining customers that may be in use on a different workstation. Once you have ensured the customers you want to combine are not open on another workstation, type YES into the field and click OK. The Combine Customers Form is split into three steps.
Step one is to locate the customer to keep. On the left side of the screen, click the Find button next to "Find Customer to Keep." Locate the customer using the Find Customer window that appears. This will bring the customer you want to keep into the Combine Customers Form. Next, click the Find button on the right side of this window next to "Find Customer to Combine." Locate the customer you want to combine with the customer found in step one. Finally, verify the two customers on the Combine Customers Form screen and make sure the customer you want to keep is on the left side. If you wish to restart the process, click the Reset button to clear all information or click the Find button on either side to find a different customer. Once the information is correct, click the Combine button along the bottom. The system will ask you if you want to combine the customers. It will require you to enter YES into the window and click OK to finish the process.
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Combine Items
To combine two items within your Inventory File, go to IC | Maintenance | Combine Items. Much like the Combine Customers process, Combine Items is split into three parts. Step one is to locate the item you wish to keep. You can find the item you wish to keep by clicking the Find Item button on the left side (Item to Keep). Using the Find window, locate the item you wish to keep and click Select to choose it. Next, click the Find Item button on the right side of the screen where it says "Item to Combine." Locate the item you want to combine the same way you found the previous item. Once both items are located, you can select which values to retain on the combined item. Select the buttons below to determine which values will be retained. Once you are done, click Combine. The system will ask for confirmation so answer Yes when you are sure you want to combine the item IDs shown.
You can also pull in a Duplicate Item Report to combine item(s) that appear as duplicates within the system. To do this, click the Get List button. If you ran the report previously and saved it, you can click Get File to import the report; otherwise, click Create File to run the Duplicate Item Report. Once the report has been run, click Close and the system will present the Item Combine Approval screen. This will list the items that appeared on the Duplicate Item Report and allow you to select which ones you wish to combine. This screen shows the keep information and delete information within the various columns in the listing. Once you have selected the items you wish to combine, click Accept. Now, click the Combine button at the bottom to complete this process.
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If you have any suggestions for future newsletters and/or feedback, please feel free to email me. Your feedback is what helps us grow and assist you as your Point of Sale software provider!
Your TransActPOS Team
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47 West North Street
Madisonville, KY 42431
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