Sales Order
This chapter guides you through creating a sales order after customer confirmation, ensuring all details are ready for production.
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 ...