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Add Line Entry Sale Order

WorkTraq (Printers) Sales Order

This guide shows you how to add products, shipping, notes, and RFQ items to a Sales Order step by...

Updated 1 month ago by Tracy

Create Sale Orders

WorkTraq (Printers) Sales Order

This guide walks you through creating a new sales order in the WorkTraq application. Note: If y...

Updated 1 month ago by Tracy

Create a New Quotation

WorkTraq (Printers) Quotation

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

Updated 1 month ago by Tracy

Settings

POS System

Configure POS Settings Efficiently In Serviz Application Click here to watch This tutorial gu...

Updated 1 month ago by Tram

Approve Sales Invoices

WorkTraq (Printers) Sales Order

This tutorial explains how to review and approve sales invoices. Video Tutorial 1. Receive Em...

Updated 1 month ago by Tracy

Complete Installation Task

WorkTraq (Printers) Sales Order

This tutorial explains how to complete an installation task. Video Tutorial 1. Receive Email ...

Updated 1 month ago by Tracy

Complete Purchase Order number

WorkTraq (Printers) Sales Order

This tutorial explains how to enter a Purchase Order (PO) number when requested. Video Tutorial ...

Updated 1 month ago by Tracy

Sales Order Workspace

WorkTraq (Printers) Sales Order

This guide explains how to navigate and use the Sales Order Workspace in WorkTraq. Video Tutoria...

Updated 1 month ago by Tracy

Submit Shipment

WorkTraq (Printers) Sales Order

This tutorial walks you through how to submit a shipment after production is completed. Video Tu...

Updated 1 month ago by Tracy

Generate Dockets

WorkTraq (Printers) Sales Order

This tutorial shows you how to create dockets for your order. Video Tutorial 1. Open Line Ent...

Updated 1 month ago by Tracy

Sale Order Tax Breakdown

WorkTraq (Printers) Sales Order

This guide shows how to set up and manage tax breakdowns for a sales order, especially when shipp...

Updated 1 month ago by Tracy

Sale Order Workflow

WorkTraq (Printers) Sales Order

This guide explains how to review and manage the Sales Order workflow in the WorkTraq application...

Updated 1 month ago by Tracy

Customer Proof Review and Submission

WorkTraq (Printers) Sales Order

This guide explains how customers can review and approve (or request changes to) a digital proof ...

Updated 1 month ago by Tracy

Duplicate a Quotation

WorkTraq (Printers) Quotation

This guide explains how to duplicate an existing quotation in the WorkTraq application. Video Tu...

Updated 1 month ago by Tracy

Convert Quotation to Sales Order

WorkTraq (Printers) Quotation

This guide explains how to convert an approved quotation into a sales order in WorkTraq. Video T...

Updated 1 month ago by Tracy

Quotation Workspace Overview

WorkTraq (Printers) Quotation

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

Updated 1 month ago by Tracy

Quotation Workflow

WorkTraq (Printers) Quotation

This guide explains how to review and understand the workflow used for a quotation in the WorkTra...

Updated 1 month ago by Tracy

Review & Adjust Quotation Costing

WorkTraq (Printers) Quotation

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

Updated 1 month ago by Tracy

Add Line Entry to a Quotation

WorkTraq (Printers) Quotation

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

Updated 1 month ago by Tracy

Create and Configure Merchandize Tag & Other Tags

Product Creation Workflow

This tutorial guides you through creating additional optional tags in Serviz E-Store Management...

Updated 1 month ago by Tram