Easily scan your documents and automatically files them for quick future reference.
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.
- 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 of scanned documents
- Customer File scanned documents
- Centralized customer documents like certificates and contracts
Quotes and Sales Orders
- Supporting project documents
- Signed quotes for project acceptance
- Original RFQ documents received from the vendor
- Packing slips and receiving documents