Company Features

This tutorial explains how to configure company features and storefront options in the WorkTraq App.

Video Tutorial

1. Access Company Features

Open the selected company, then click Features.

2. Require Purchase Order

Enable Require PO if your B2B storefront requires customers to enter a purchase order number before submitting an order.

3. Approval Requirement

For B2B storefronts, enable this option to require approval before users without permission can submit orders.

4. Payment Requirement

For B2B storefronts, enable Payment Required if customers must complete payment before an order can enter production.

5. Campaign Function

For B2B storefronts, enable Campaign Function to allow users to create bulk campaign marketing orders.

6. Payment Gateway

Select the payment gateway used by the storefront.

7. Edit Billing Address

For B2C storefronts, enable this option to allow customers to edit their billing address during checkout.

8. Proof Required

For B2C storefronts, enable this option to allow customers to request a digital proof before production.

9. Apply Promo Code

For B2C storefronts, enable this option to allow customers to enter promotional codes during checkout.

10. Hide Inventory Report

For B2B storefronts, enable this option to hide the Inventory Report from users.

11. Limit Purchase Quantity Per Month

For B2B storefronts, enable this option to enforce monthly purchase limits for products configured with a monthly order limit in Product Extra Details.

12. Inventory and Limit Per Month

For B2B storefronts, enable this option to apply monthly inventory purchase limits. The limit resets at the beginning of each month. This feature only applies to inventory products with a monthly purchase limit configured.

13. Inventory Cart Process

For B2B storefronts, enable this option to process inventory-only orders separately. If the cart contains only inventory products, users can submit the order without payment or approval. If the cart contains both inventory and non-inventory products, the system automatically splits the order into separate transactions and processes each according to its requirements.

14. Apply In-Stock Quantity

For B2B storefronts, enable this option to deduct ordered quantities from the product's available inventory.

15. Upload Files by Link

For B2C storefronts, enable this option to allow customers to upload artwork using cloud storage links such as Dropbox or Google Drive.

16. Email Order

For B2B storefronts, enable this option to allow users to email an order to other users for review before submitting it.

17. Exclude Admin Users

For B2B storefronts, enable this option to exempt Admin type users from monthly purchase limits. Admin users can submit any quantity without requiring approval.

18. Volume Discount

For B2B storefronts, enable this option to automatically combine products with the same SKU and identical options in the shopping cart, then apply the appropriate quantity break pricing.

19. Require Date Is Not Required

When enabled, customers are not required to enter a required date during checkout.

20. Submit Quote for CSR

Enable this option to allow users to create quotations instead of sales orders through the storefront interface.

21. Installation Required

For B2B storefronts, enable this option to allow customers to request installation services for their orders.

22. Use Company

Select another company whose products and tag categories will also be available in this storefront.

23. Product Type

Select which product types are displayed in the storefront.

24. Default Shipping Option

Select the default shipping method used by the storefront.

25. Language Filter

Select which languages are available for filtering products in the B2B storefront.

26. Shipping Markup

Select the shipping markup table used to calculate shipping charges.

27. Apply Shipping Cost

Enable this option to calculate shipping costs during checkout using the integrated shipping carrier APIs.

28. View Product Option Images

Enable this option to display images for product options, making it easier for customers to choose the correct options.

29. Upload Splash File

Click Upload to upload the splash file.

30. Upload Splash Thumbnail

Upload the thumbnail image for the splash file.

31. Copy the Download Link

Click Download Link to open the splash file in a new window, then copy the URL.

32. Splash URL

Paste the copied URL into the Splash URL field.

33. Splash Status

Select Active to enable the splash popup.

34. Save Changes

Click Save to apply all company feature and storefront configuration changes.

You have successfully configured the company features and splash popup settings. Review the company configuration to ensure all changes have been saved correctly.