TRAX Configuration

To configure TRAX, launch EdgeTRAXExport.exe manually as described in the section entitled TRAX Manual Operation.  The Edge TRAX Exports Settings window will appear.

 

 

Fields and options in the Edge TRAX Exports Settings window include:

 

Output Folder

Allows you to specify where to put the output files.  By default, a “TRAX” folder will be created under your Edge shared data folder.

Filename Format

Allows you to specify how to name the output files.  By default, a file created on January 1, 2015 would be named TRAX-150101.csv.  Be careful when changing this specification because the characters in the braces are very specific.  If you must change it, the suggested format is TRAX-{0:yymmddhhmmss}.csv.

Last Run

Shows the last time the export was generated.  The program will only export sales made after this date.  You can type a date into this field, for example, to export all sales made since last Sunday.

Include Merchandise

Allows you to specify that straight merchandise sales should be included.  This is checked by default.

Include Misc

Allows you to specify that miscellaneous sales should be included.  This is not checked by default.

Include Repairs

Allows you to specify whether repairs should be included and to what degree:

      Do Not Include

      Full Amount at Start

      Each Payment Amount

      Full Amount at Pickup.

Include Custom

Allows you to specify whether custom jobs should be included and to what degree.  Options are the same as those for Include Repairs.

Include Special Orders

Allows you to specify whether special orders should be included and to what degree.  Options are the same as those for Include Repairs.

Include Layaways

Allows you to specify whether layaways should be included and to what degree.  Options are the same as those for Include Repairs.

Include Appraisals

Allows you to specify whether appraisals should be included and to what degree.  Options are the same as those for Include Repairs.

Include Memo Out

Allows you to specify whether memo items should be included and to what degree.  Options are the same as those for Include Repairs.

Save Settings & Stay

Saves your settings, but will not run the export.

Export Now & Stay

Saves your settings and runs the export. 

Close

Does not save your settings or run the export.

One Line Per Item

Must be checked to preclude errors.  Indicates that one line is exported for each sale line.