The TAC system comes with over 70 reference files to help you customize the system for your business, speed data entry and improve consistency between the various system forms.
Reference files are available under the Main Menu selection Admin/Reference.
Each Reference file has a number and description. Review each of the reference files to make sure that any codes you need are present. You can always go back later and add/modify the codes as you gain experience and want to further customize your codes. Each reference file window has an F1 Help that further explains how the codes are used.
The Reference files to review when first setting up your system are:
06 – Market types
07 – Type of equipment for rent or at the customer site
15 – Rate codes for the services you charge your customer
30 – Sales source (good place to add your initials)
31 – Driver codes
32 – Route codes
55 - Employee form
This file is used to track employee name, address and other information. The employee code is made available in several forms to associate transactions with a specified individual.
See Also