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
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...
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 ...