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Create Share Dashboard (Super Admin Only)

WorkTraq (Printing) Dashboard

This tutorial shows you how to create a shared dashboard that other users can reuse. Only users w...

Updated 1 month ago by Tracy

Sync Data to QuickBooks

WorkTraq Admin Setting (Printing) QuickBooks

This tutorial shows you how to synchronize WorkTraq data with QuickBooks Online by syncing either...

Updated 1 month ago by Tracy

Schedule

Beauty Salon Industry

Updated 1 month ago by Hana

Company Features

E-Store Admin Portal (Printing) Company

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

Updated 1 month ago by Tracy

Dashboard Example: Multiple Conditions

WorkTraq (Printing) Dashboard

This tutorial demonstrates how to create a custom dashboard gadget using multiple filter conditio...

Updated 1 month ago by Tracy

Submit Quotations

WorkTraq (Printing) Quotation

This guide explains how to submit a quotation in WorkTraq, export it as a PDF, and request manage...

Updated 1 month ago by Tracy

Submit International Shipment

WorkTraq (Printing) Sales Order

This tutorial shows you how to create an international shipment, generate shipping labels, and do...

Updated 1 month ago by Tracy

Assign GL Codes to Locations

Monthly Billing

This tutorial guides you through configuring locations and department codes. Department codes hel...

Updated 1 month ago by Tracy

Track Shipments

WorkTraq (Printing) Sales Order

This tutorial shows you how to track shipments in the Worktraq app. Video Tutorial 1. Open a ...

Updated 2 months ago by Tracy

Change Theme

WorkTraq (Printing) Contact / Employee

This tutorial guides you through changing your theme in WorkTraq to personalize the application's...

Updated 2 months ago by Tracy

Export Inventory Reports

E-Store Customer Portal (Printing)

This tutorial shows you how to access inventory reports and export them to Excel. Video Tutorial...

Updated 2 months ago by Tracy

Replace Logo

Styler (Printing)

This tutorial shows you how to configure a template so customers can replace the logo with their ...

Updated 2 months ago by Tracy

Generate & Replace QR Code

Styler (Printing)

This tutorial guides you through generating a QR code and configuring it as an editable variant. ...

Updated 2 months ago by Tracy

Configure Company Discount

WorkTraq (Printing) Company

Video Tutorial 1. Open Company Start by opening the Company module to configure company disco...

Updated 2 months ago by Tracy

Configure Product Information in E-store

E-Store Admin Portal (Printing) Products

This tutorial explains how to manage and update product information in the E-Store. Video Tutori...

Updated 2 months ago by Tracy

Manage User Workspace

E-Store Admin Portal (Printing) Users

This tutorial explains how to manage users in the App. Video Tutorial 1. Open User Section C...

Updated 2 months ago by Tracy

Category Workspace

E-Store Admin Portal (Printing) Category

This tutorial explains how to manage categories in the E-Store. Video Tutorial 1. Open Catego...

Updated 2 months ago by Tracy

Create E-store Products

E-Store Admin Portal (Printing) Products

This tutorial explains how to create and configure a product in the E-Store. Video Tutorial 1...

Updated 2 months ago by Tracy

Manage Products Workspace

E-Store Admin Portal (Printing) Products

This tutorial explains how to manage products in the E-Store workspace. Video Tutorial 1. Ope...

Updated 2 months ago by Tracy

Download & Import Multiple Shipping

WorkTraq (Printing) Sales Order

This tutorial guides you through downloading and importing shipment information for distribution ...

Updated 2 months ago by Tracy