Worktraq (Printers) - Draft
Worktraq is a centralized Management Information System (MIS) for internal printing operations, integrating projects, teams, tasks, clients, approvals, files, and workflows into a single platform.
Company
Company Entry
1. Create a new company In the system, there is one designated main company—usually representing...
Company Find
1. Open Find Click "Find" from the top menu to open the company find. 2. Find a specific co...
Company List
Displays all companies in the system, allowing users to view the total number of entries and remo...
Contact
Contact Entry
1. Create a new contact Navigate to the Other tab in the middle menu.Click the New button in Qui...
Contact Find
1. Open Find Click "Find" from the top menu to open the contact find. 2. Find a specific co...
Contact List
Displays all contacts in the system, allowing users to view the total number of entries and remov...
Job
Job Entry
1. Create a new job The only way to create a new job is by starting from the Company module. Op...
Job Find
1. Open Find Click "Find" from the top menu to open the job find. 2. Find a specific job Y...
Job List
Displays all jobs in the system, allowing users to view the total number of entries and remove an...
Quotation
Quotation Entry
1. Create a new quotation 1.1. Creating a quotation without a job Navigate to the Quotes tab in...
Quotation Find
1. Open Find Click Find from the top menu to open the quotation find. 2. Find a specific qu...
Quotation List
Displays all quotation in the system, allowing users to view the total number of entries quotatio...
Sales Order
Configure Quotation List testing
This tutorial will walk you through the steps to configure your quotation list. 1. Access Quot...