WorkTraq (Printers)
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 Workspace
Video Tutorial 1. Entry section "Entry" displaying all details of the selected company. 2....
Creating New Company
Video Tutorial This tutorial guides you through creating a new company profile within the applic...
Add Company Contacts
Video Tutorial This tutorial guides you through adding a company contact in the system. 1. Op...
Add Company Addresses
Video Tutorial 1. Open Company Module From the top main menu, click on "Company" to access th...
Configure Company Discount
Video Tutorial 1. Open Company Start by opening the Company module to configure company disco...
Configure Company Account
Video Tutorial 1. Open Company Module Click "Company" in the main menu to access the company ...
Company Preferences
Video Tutorial 1. Open Company Module Click "Company" in the main top menu to access the comp...
Contact / Employee
Product
Product Workspace
This tutorial will assist you in navigating and configuring the Product Workspace within the Work...
Create New Product
This tutorial provides comprehensive instructions for creating and configuring a new product with...
Product General
This tutorial guides you through configuring the general settings of a product in the WorkTraq sy...
Configure Product Production
This tutorial will guide you through the process of configuring product production settings in th...
Product Options
This tutorial will guide you in configuring product options in the WorkTraq system, helping you u...
Product Related
This tutorial walks you through view and understand related items in the WorkTraq application, he...
Product Costing
This tutorial walks you through how product costing works in the WorkTraq system, helping you und...
Product Pricing
This tutorial walks you through configuring product pricing in the WorkTraq app. You’ll learn how...
Quotation
A quotation provides a formal price estimate, including services, quantities, and terms, for cust...
Quotation Workspace Overview
This guide explains how to navigate and use the Quotation Workspace in WorkTraq. Video Tutorial ...
Create a New Quotation
This guide walks you through the steps to create a quotation in the WorkTraq application. Video ...
Add Line Entry to a Quotation
This guide explains how to add products, shipping, and additional details to a quotation in WorkT...
Review & Adjust Quotation Costing
This guide shows you how to review costing details for a quotation. You will learn how to adjust ...
Quotation Workflow
This guide explains how to review and understand the workflow used for a quotation in the WorkTra...
Submit Quotations
This guide explains how to submit a quotation in WorkTraq, export it as a PDF, and request manage...
Convert Quotation to Sales Order
This guide explains how to convert an approved quotation into a sales order in WorkTraq. Video T...
Duplicate a Quotation
This guide explains how to duplicate an existing quotation in the WorkTraq application. Video Tu...
Sales Order
This chapter guides you through creating a sales order after customer confirmation, ensuring all ...
Sales Order Workspace
This guide explains how to navigate and use the Sales Order Workspace in WorkTraq. Video Tutoria...
Create Sale Orders
This guide walks you through creating a new sales order in the WorkTraq application. Note: If y...
Add Line Entry Sale Order
This guide shows you how to add products, shipping, notes, and RFQ items to a Sales Order step by...
Sale Order Costing
This guide explains how to review and adjust costing details for a Sales Order in WorkTraq. You’l...
Sale Order Workflow
This guide explains how to review and manage the Sales Order workflow in the WorkTraq application...
Sale Order Tax Breakdown
This guide shows how to set up and manage tax breakdowns for a sales order, especially when shipp...
Digital Proof Approval
This guide explains how to set up and manage the Digital Proof process for a sales order in WorkT...
Customer Proof Review and Submission
This guide explains how customers can review and approve (or request changes to) a digital proof ...
Generate Dockets
This tutorial shows you how to create dockets for your order. Video Tutorial 1. Open Line Ent...
Submit Shipment
This tutorial walks you through how to submit a shipment after production is completed. Video Tu...
Run Invoicing
This tutorial guides you through running the automated invoicing process after a sale order has b...
Complete Purchase Order number
This tutorial explains how to enter a Purchase Order (PO) number when requested. Video Tutorial ...
Complete Installation Task
This tutorial explains how to complete an installation task. Video Tutorial 1. Receive Email ...
Approve Sales Invoices
This tutorial explains how to review and approve sales invoices. Video Tutorial 1. Receive Em...
Track Shipments
This tutorial shows you how to track shipments in the Worktraq app. Video Tutorial 1. Access ...
Sales Invoice
Sales Invoice Workspace
This guide explains how to navigate and use the Sales Invoice Workspace in WorkTraq. Video Tutor...
Create Sales Invoice
This tutorial explains how to manually create an invoice from a sales order in the application. ...
Export Invoice PDF
This tutorial guides you through exporting sales invoice PDF documents. Video Tutorial 1. Und...
Complete Invoice Receipt
This tutorial explains how to record a payment (receipt) for an invoice in the application. Vide...
Invoice Tax Breakdown
This guide shows how to set up and manage tax breakdowns for a sales invoice, especially when shi...
Email Invoice
This tutorial explains how to send an invoice by email from the system. Video Tutorial 1. Ope...