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Contact Workspace

WorkTraq (Printing) Contact / Employee

This tutorial walks you through how to access and manage contact workspace features in the Worktr...

Updated 4 months ago by Tracy

Product Pricing

WorkTraq (Printing) Product

This tutorial walks you through configuring product pricing in the WorkTraq app. You’ll learn how...

Updated 4 months ago by Tracy

Product Costing

WorkTraq (Printing) Product

This tutorial walks you through how product costing works in the WorkTraq system, helping you und...

Updated 5 months ago by Tracy

Product Related

WorkTraq (Printing) Product

This tutorial walks you through view and understand related items in the WorkTraq application, he...

Updated 5 months ago by Tracy

Product Options

WorkTraq (Printing) Product

This tutorial will guide you in configuring product options in the WorkTraq system, helping you u...

Updated 5 months ago by Tracy

Configure Product Production

WorkTraq (Printing) Product

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

Updated 5 months ago by Tracy

Product Workspace

WorkTraq (Printing) Product

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

Updated 5 months ago by Tracy

Product General

WorkTraq (Printing) Product

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

Updated 5 months ago by Tracy

Creating New Company

WorkTraq (Printing) Company

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

Updated 5 months ago by Tracy

Company Preferences

WorkTraq (Printing) Company

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

Updated 5 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 5 months ago by Tracy

Add Company Contacts

WorkTraq (Printing) Company

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

Updated 5 months ago by Tracy

Configure Company Account

WorkTraq (Printing) Company

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

Updated 5 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 5 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 5 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 5 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 5 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 5 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 5 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 5 months ago by Tracy