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Add Line Entry Sale Order
This guide shows you how to add products, shipping, notes, and RFQ items to a Sales Order step by...
Create Sale Orders
This guide walks you through creating a new sales order in the WorkTraq application. Note: If y...
Create a New Quotation
This guide walks you through the steps to create a quotation in the WorkTraq application. Video ...
Settings
Configure POS Settings Efficiently In Serviz Application Click here to watch This tutorial gu...
Approve Sales Invoices
This tutorial explains how to review and approve sales invoices. Video Tutorial 1. Receive Em...
Complete Installation Task
This tutorial explains how to complete an installation task. Video Tutorial 1. Receive Email ...
Complete Purchase Order number
This tutorial explains how to enter a Purchase Order (PO) number when requested. Video Tutorial ...
Sales Order Workspace
This guide explains how to navigate and use the Sales Order Workspace in WorkTraq. Video Tutoria...
Submit Shipment
This tutorial walks you through how to submit a shipment after production is completed. Video Tu...
Generate Dockets
This tutorial shows you how to create dockets for your order. Video Tutorial 1. Open Line Ent...
Sale Order Tax Breakdown
This guide shows how to set up and manage tax breakdowns for a sales order, especially when shipp...
Sale Order Workflow
This guide explains how to review and manage the Sales Order workflow in the WorkTraq application...
Customer Proof Review and Submission
This guide explains how customers can review and approve (or request changes to) a digital proof ...
Duplicate a Quotation
This guide explains how to duplicate an existing quotation in the WorkTraq application. Video Tu...
Convert Quotation to Sales Order
This guide explains how to convert an approved quotation into a sales order in WorkTraq. Video T...
Quotation Workspace Overview
This guide explains how to navigate and use the Quotation Workspace in WorkTraq. Video Tutorial ...
Quotation Workflow
This guide explains how to review and understand the workflow used for a quotation in the WorkTra...
Review & Adjust Quotation Costing
This guide shows you how to review costing details for a quotation. You will learn how to adjust ...
Add Line Entry to a Quotation
This guide explains how to add products, shipping, and additional details to a quotation in WorkT...
Create and Configure Merchandize Tag & Other Tags
This tutorial guides you through creating additional optional tags in Serviz E-Store Management...