new Transact software

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From the scale to the office... a whole NEW
concept in Data Management! TransAct 3.0
U L T I M A T E D A T A M A N A G M E N T
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Part 1Welcome to...TransAct TransAct Plus
3.0!
U L T I M A T E D A T A M A N A G M E N T
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Welcome to TransAct TM 3.0!

• From point-of-sale to customer billing and
  payment tracking, TransAct and TransAct Plus
  offer the most powerful data management software
  features available.

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TransAct is...

• Simple, yet extremely powerful scale management
  software designed to seamlessly integrate your
  entire operation with transaction information.
• Now includes Job Table for contract purchases.

TransAct Plus is... Scale management software
with all the standard TransAct features,
expanded reporting and a full accounting support
package designed to completely integrate your
operations.
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The TransAct Advantage...

• Simple yet powerful data manipulation maximizes
  efficiency in virtually any scale operation
• Solid waste management
• Sand and gravel
• Recycling, landfill
• Forestry, mining
• And more!

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Features

• Intuitive menu-driven program
• Powerful database with unlimited number of
• Products
• Customers
• Weight containers
• Trucks
• And trailers
• Configurable product rates
• Supports bar code, mag strip, or RF reader input
  for automatic transactions

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Features (Cont.)

• Report to screen or printer, or export by
  tab-delimited text format
• Three configurable tares
• Predetermined, keyboard and automatic tare entry
• Four configurable category tables
• Unlimited configurable ticket formats
• Automatic ticket processing
• Permit fields

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Features (Cont.)

• One-or two-scale operation
• Multiple transactions per ticket
• Networkable (Novell)
• Expandable reporting features
• Transaction importing/exporting for long distance
  transfers in non-networking applications
• Credit weight limits
• Job Table for contract purchases
• NTEP certified CC 97-034

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TransAct Plus Features

• Full accounting capabilities, including
• Financial
• Payable
• Receivable
• Tracking
• Aging report showing current and extended balance
  30, 60, 90 days
• Prints customer invoices with detailed
  transaction information
• Diverse reports by account, revenue, tonnage,
  material, transaction, customer, date, and more
• Job Table for contract purchases

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NEW 3.0 Capabilities

• TransAct 3.0 offers the original features AND
• Ticket voiding
• Inventory tracking
• Rate category - multiple rate tables
• Expanded reporting capability
• Detail
• Summary
• Monthly
• Batch Reporting

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New3.0 Capabilities (Cont.)

• Gross mode only weigh option
• Reduced pricing for Job Table
• Job/order table enhancements by
• Weight
• Yards
• Count
• Truck History, last transactions, daily totals
• Aging added to statement (TransAct Plus)

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New3.0 Capabilities (Cont.)

• Transaction posting
• Can post transactions from a scale PC to a
  billing PC
• Easy Cash feature
• Allows scale operators to automatically record
  cash transactions
• Cash account rounding
• Can round cash accounts to nearest penny, nickel,
  quarter, etc.
• Supports New Jersey tare requirements
• Statement and Ticket message capability

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Functions Overview
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TransAct Installations...

• Solid Waste Management
• Landfills and CD sites
• Recycling centers and transfer stations
• Attended and unattended
• Sand and Gravel
• Quarry and Office versions
• Dairy Industry
• Unattended with barcode reader

U L T I M A T ED A T AM A N A G E M E N T
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Menu Structure Overview
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Logins

• TransAct recognizes four access levels of users
• Level 3 Administrator
• Able to read, set up, and update everything
• Level 2 Supervisor
• Able to read and update all except security
  logins
• Level 1 Operator
• Able to read all tables, add scale transactions
• Level 0 Guest
• Able to read selected tables only

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Logins (Cont.)

• Users with lower levels of security have
  restricted access to items in the TransAct
  program.

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Administration

• Administration sub-menus create detailed customer
  accounts for the database, complete with IDs and
  tares for each customers fleet of trucks,
  trailers, and containers.
• Build tables for each customers chosen
  categories.
• Retains permit information for customers hauling
  permit-only type material.

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Administration (Cont.)

• Job Table
• Monitors contract purchases
• Credit Limits and Totals
• Weight Limits and Totals
• Job Rates
• Job Table consists of an alphanumeric Job Code,
  Description, Hauler Account, Bill-to Account, and
  special Rate section.

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Administration (Cont.)

• Use database utilities to save, backup, restore,
  and archive files.
• Use importing and exporting data capability for
  long distance transfers of information in
  non-networking environments.
• Use Preferences sub-menus to set up tickets and
  establish communication between scale, printer,
  and computer.

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Weigh

• Use the Weigh section of TransAct to create and
  complete weigh transactions.
• Information created during a weigh transaction is
  stored in the TransAct database.
• Transactions from these databases can be edited,
  and reports can be printed using the Reports and
  QuickScan features found in the Reporting menu.

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Weigh (Cont.)
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Weigh (Cont.)
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Accounting

• Use the Accounting section to
• Set up rate tables
• Create and print customer invoices/statements
• Record customer payments.
• Use the Statements option to create monthly
  billing statements.
• Measured rates can be set up as incoming
  receivable, outgoing receivable, incoming
  payable, or outgoing payable. Feature
  available in TransAct Plus

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Accounting (Cont.)

• TransAct allows users to set up rates for four
  fixed miscellaneous rates
• Fixed added charge
• Monthly finance charge
• 3 definable taxes
• Charge and cash account rounding
• Unlimited product rate tables
• Flexible to build a rate table for all accounts
  or for each individual

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Accounting (Cont.)

• Minimum charges can be defined for each category
  item by unit of measure and direction of
  transaction.
• Use the Discounts feature to set up discounts and
  finance charges for individual customer accounts.
• Statements and postings allow for customer
  billing. Automatically calculates 30, 60, 90
  aging information
• Use the Payments section of Accounting to record
  customer payments and credits
• Feature available in TransAct Plus

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Reporting

• Use the Reports feature to quickly scan stored
  transactions, reprint or edit stored transaction
  tickets, and create daily, weekly, and monthly
  reports based on selected criteria.
• The Reports feature provides users with several
  ways to extract database information into a
  report. Users can select criteria to include in a
  report.

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Reporting (Cont.)

• Report types include
• Tonnage and Charges
• Categories
• Custom reports available with the use of Crystal
  or Microsoft report generators.
• Aging Report
• Payments/Credits
• Balances/Reconciliation Feature available in
  TransAct Plus

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Reporting (Cont.)

• The type of report selected activates,
  deactivates, or expands available report criteria
  fields. Report criteria fields include
• Transaction Type
• Transaction choices are Incoming, Outgoing,
  Finance Charges, or Violations.
• Sort Order
• Sorts the report by ticket number, customer
  account, date, material, truck or defined
  category.

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Reporting (Cont.)

• Detail Level
• Allows the user to create detailed or summary
  reports for Tonnage, Charges, or Payments.
• Destination
• Allows the user to print to a window (screen),
  printer, or export as a tab-delimited text file.
• From/To Date
• User can select a starting/ending date for
  transactions included in a report.
• Copies
• Copies are available when the selected
  Destination is to a printer.

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Reporting (Cont.)

• The QuickScan command provides a quick way to
  review, edit and delete transaction ticket
  information. It allows the user to query
  transactions based on categories and customer
  accounts for a specified date range.

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Attended and Unattended

• The attended version requires operator assistance
  for each individual transaction.
• The fully unattended option requires the Rice
  Lake Weighing Systems ATS-2 system.
• Unattended ATS-2 system features
• Automated inbound/outbound scale transactions
• Large easy-to-read 4 x 20 VFD display for
  operator prompting
• PC, report printer, card reader, kiosk printer
  and traffic light kit included

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Part 2SellingTransAct TransAct Plus3.0!
U L T I M A T E D A T A M A N A G M E N T
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Selling TransAct vs. TransAct Plus

• Target industries for TransAct...
• Large organizations and industries
• Companies with existing accounting systems
• Truck/product data collection applications

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TransAct vs. TransAct Plus (Cont.)

• Target industries for TransAct Plus...
• Smaller organizations and businesses
• Stand-alone systems - single scale
• Businesses in need of a streamlined approach to
  managing and optimizing data collection and the
  billing process

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Selling Applications

• Solid waste management
• Landfill and recycling
• Sand and gravel
• Forestry and mining industries

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TransAct Opportunities

• Replacing manual systems
• Upgrading from a DOS-based application -
  companies are migrating to new Windows technology
• The millennium (y2k) bug Transact is 2000
  ready!

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TransAct Fact

• TransAct and TransAct Plus are the best general-
  purpose truck scale management software packages
  on the market
• TransAct and TransAct Plus won head-to-head
  competition with industry-specific packages such
  as WasteWorks, WAM, Norwesco, Mi-Weigh, IMS, JMS,
  RAM and Winbridge

All trademarks are property of their respective
owners.
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Sales and Support Process

• DISTRIBUTOR
• Identify the need
• Demonstrate product to customer
• Sell the product
• Assist customer in defining the weighing solution

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Sales and Support Process

• When calling RLWS for TransAct support, your
  salesperson will need
• Your name
• Company name
• Telephone number
• Shipping address
• You will be advised that there is a minimum
  software charge of 20 and an hourly rate of
  115. You will then be asked to give a brief
  description of the problem.

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Sales and Support Process

• The salesperson will then obtain your
  MasterCard/Visa account number and expiration
  date.
• Based on the problem, RLWS will estimate what
  you will be charged and you will be called back
  and assisted with your problem.

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4 Steps to Selling TransAct 3.0

• Step 1
• Examine and understand the customer request
• Visit the customer
• Acquire an understanding of the customers
  requirements and data processing needs
• Obtain a detailed description of the process
  required
• Manage customer expectations

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4 Steps to Selling (Cont.)

• Step 2
• Prepare your quote
• Review each specification and develop a clear
  process definition
• Configuration costs
• Evaluate hardware costs
• Customize reports
• Include installation and training costs

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4 Steps to Selling (Cont.)

• Step 3
• Obtaining the sale
• Outline list of customer needs
• List detailed solution
• Identify costs
• Software
• Hardware
• Setup and installation
• Customized reports
• Training
• Future support fees
• Agree to specifications in writing

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4 Steps to Selling (Cont.))

• Step 4
• Configure and install TransAct/TransAct Plus 3.0!

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Thank you for your time!
U L T I M A T E D A T A M A N A G M E N T

• To download the live TransAct/TransAct Plus 3.0
  demo and learn more about Rice Lake Weighing
  Systems new products, visit our web site at
  www.rlws.com.