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Submit Quotations

WorkTraq (Printing) Quotation

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

Updated 2 weeks ago by Tracy

Add Line Entry to a Quotation

WorkTraq (Printing) Quotation

This guide explains how to add products, shipping, and additional details to a quotation in WorkT...

Updated 2 weeks ago by Tracy

Review & Adjust Quotation Costing

WorkTraq (Printing) Quotation

This guide shows you how to review costing details for a quotation. You will learn how to adjust ...

Updated 2 weeks ago by Tracy

Quotation Workspace Overview

WorkTraq (Printing) Quotation

This guide explains how to navigate and use the Quotation Workspace in WorkTraq. Video Tutorial ...

Updated 2 weeks ago by Tracy

Create a New Quotation

WorkTraq (Printing) Quotation

This guide walks you through the steps to create a quotation in the WorkTraq application. Video ...

Updated 2 weeks ago by Tracy

Import Font

Styler (Printing)

This tutorial guides you through importing fonts into your design template. The system supports b...

Updated 3 weeks ago by Tracy

Relative Position

Styler (Printing)

This tutorial guides you through setting up relative positioning. Relative positioning allows a n...

Updated 3 weeks ago by Tracy

Location Variant

Styler (Printing)

This tutorial guides you through configuring a Location variant. The address will automatically u...

Updated 3 weeks ago by Tracy

Sales Order Allocation (Distribution List)

WorkTraq (Printing) Sales Order

This tutorial guides you through configuring workflow allocation using shipping distribution list...

Updated 3 weeks ago by Tracy

Configure Sales Tax Rates

WorkTraq Admin Setting (Printing) Sale Tax

This tutorial guides you through configuring sales tax rates in the WorkTraq application. Sales t...

Updated 1 month ago by Tracy

Configure Tax Groups

WorkTraq Admin Setting (Printing) Sale Tax

This tutorial guides you through configuring tax groups in the WorkTraq application. Tax groups s...

Updated 1 month ago by Tracy

Configure Sales Order Status

WorkTraq Admin Setting (Printing) Sales Order

This tutorial guides you through configuring sales order statuses in the WorkTraq application, in...

Updated 1 month ago by Tracy

Add New Roles

WorkTraq Admin Setting (Printing) Roles

This tutorial shows you how to add new roles and configure permissions in the WorkTraq applicatio...

Updated 1 month ago by Tracy

Add Quotation Reject Reason

WorkTraq Admin Setting (Printing) Quotation

This tutorial will guide you through adding a new quotation reject reason in the WorkTraq applica...

Updated 1 month ago by Tracy

Add New Country & Provinces

WorkTraq Admin Setting (Printing) Province

This tutorial guides you through adding a new country and its provinces into WorkTraq Video Tuto...

Updated 1 month ago by Tracy

Special Product Settings

WorkTraq Admin Setting (Printing) Product

This tutorial guides you through configuring Special Product settings. These products can support...

Updated 1 month ago by Tracy

Create New Product

WorkTraq (Printing) Product

This tutorial provides step-by-step instructions for creating and configuring a new product in th...

Updated 1 month ago by Tracy

Process Products Settings

WorkTraq Admin Setting (Printing) Product

This tutorial guides you through configuring Process Product settings in the Worktraq app. These ...

Updated 1 month ago by Tracy

No Charge Product Settings

WorkTraq Admin Setting (Printing) Product

This tutorial guides you through configuring No-charge product settings. These products can also ...

Updated 1 month ago by Tracy

Default Products Settings

WorkTraq Admin Setting (Printing) Product

This tutorial guides you through configuring default product settings in the Worktraq app. Video...

Updated 1 month ago by Tracy