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Configure Product Production

WorkTraq (Printers) Product

This tutorial will guide you through the process of configuring product production settings in th...

Updated 2 months ago by Tracy

Product Workspace

WorkTraq (Printers) Product

This tutorial will assist you in navigating and configuring the Product Workspace within the Work...

Updated 2 months ago by Tracy

Product General

WorkTraq (Printers) Product

This tutorial guides you through configuring the general settings of a product in the WorkTraq sy...

Updated 2 months ago by Tracy

Creating New Company

WorkTraq (Printers) Company

Video Tutorial This tutorial guides you through creating a new company profile within the applic...

Updated 2 months ago by Tracy

Company Workspace

WorkTraq (Printers) Company

Video Tutorial 1. Entry section "Entry" displaying all details of the selected company. 2....

Updated 2 months ago by Tracy

Company Preferences

WorkTraq (Printers) Company

Video Tutorial 1. Open Company Module Click "Company" in the main top menu to access the comp...

Updated 2 months ago by Tracy

Configure Company Discount

WorkTraq (Printers) Company

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

Updated 2 months ago by Tracy

Add Company Addresses

WorkTraq (Printers) Company

Video Tutorial 1. Open Company Module From the top main menu, click on "Company" to access th...

Updated 2 months ago by Tracy

Add Company Contacts

WorkTraq (Printers) Company

Video Tutorial This tutorial guides you through adding a company contact in the system. 1. Op...

Updated 2 months ago by Tracy

Configure Company Account

WorkTraq (Printers) Company

Video Tutorial 1. Open Company Module Click "Company" in the main menu to access the company ...

Updated 2 months ago by Tracy

Quotation List

Worktraq (Printers) - Draft Quotation

Displays all quotation in the system, allowing users to view the total number of entries quotatio...

Updated 2 months ago by Tracy

Contact List

Worktraq (Printers) - Draft Contact

Displays all contacts in the system, allowing users to view the total number of entries and remov...

Updated 2 months ago by Tracy

Job List

Worktraq (Printers) - Draft Job

Displays all jobs in the system, allowing users to view the total number of entries and remove an...

Updated 2 months ago by Tracy

Company Entry

Worktraq (Printers) - Draft Company

1. Create a new company In the system, there is one designated main company—usually representing...

Updated 2 months ago by Tracy

Company List

Worktraq (Printers) - Draft Company

Displays all companies in the system, allowing users to view the total number of entries and remo...

Updated 2 months ago by Tracy

Quotation Entry

Worktraq (Printers) - Draft Quotation

1. Create a new quotation 1.1. Creating a quotation without a job Navigate to the Quotes tab in...

Updated 2 months ago by Tracy

Configure Quotation List testing

Worktraq (Printers) - Draft

This tutorial will walk you through the steps to configure your quotation list. 1. Access Quot...

Updated 2 months ago by Tracy

Quotation Find

Worktraq (Printers) - Draft Quotation

1. Open Find Click Find from the top menu to open the quotation find. 2. Find a specific qu...

Updated 2 months ago by Tracy

Contact Entry

Worktraq (Printers) - Draft Contact

1. Create a new contact Navigate to the Other tab in the middle menu.Click the New button in Qui...

Updated 3 months ago by Tracy

Job Entry

Worktraq (Printers) - Draft Job

1. Create a new job The only way to create a new job is by starting from the Company module. Op...

Updated 3 months ago by Tracy