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251 total results found

Order Reports by SKU not complete

Reports (Printing) Order Reports

This tutorial guides you through generating detailed sale order reports by SKU not complete using the Worktraq App. Video Tutorial 1. Open Sales Order Navigate to "Sale Order' to access all order-related features. 2. Open Production Reports Select "Pr...

Order Reports by Same Material SKU

Reports (Printing) Order Reports

This tutorial guides you through generating detailed sale order reports by same material SKU using the Worktraq App. This report helps you identify orders using the same material in production, allowing you to prepare and manage materials more efficiently. Vi...

Order Reports – In Progress

Reports (Printing) Order Reports

This guide shows you how to view and download sales order reports that are currently in progress within the Worktraq system. Video Tutorial 1. Open Sales Order Navigate to "Sale Order" to view all your orders and related options 2. Go to Production Rep...

Late Order Reports

Reports (Printing) Order Reports

This tutorial guides you through accessing late order reports in the Worktraq application. You can customize what’s considered late in Order Status Settings under Admin Settings. Additionally, any order with a due date that has passed today will automatically ...

Outstanding Order Reports

Reports (Printing) Order Reports

This tutorial guides you through accessing outstanding sales reports within the Worktraq App. You can customize what’s considered outstanding in Order Status Settings under Admin Settings Video Tutorial 1. Open Sale Order Menu Click "Sale Order" to view a...

Contact / Employee

WorkTraq Admin Setting (Printing)

Employees Working Hours Settings

WorkTraq Admin Setting (Printing) Contact / Employee

This tutorial walks you through configuring employee working hours settings in the Worktraq app. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Select "Admin Settings" to open the adm...

Product

WorkTraq Admin Setting (Printing)

Default Products Settings

WorkTraq Admin Setting (Printing) Product

This tutorial guides you through configuring default product settings in the Worktraq app. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Click "Admin Settings" to open the administra...

No Charge Product Settings

WorkTraq Admin Setting (Printing) Product

This tutorial guides you through configuring No-charge product settings. These products can also use negative values and still allow discounts to be applied. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. ...

Process Products Settings

WorkTraq Admin Setting (Printing) Product

This tutorial guides you through configuring Process Product settings in the Worktraq app. These products are used to define the number of versions available on the online eStore. Video Tutorial 1. Open Main Menu Click the main navigation menu to access ...

Special Product Settings

WorkTraq Admin Setting (Printing) Product

This tutorial guides you through configuring Special Product settings. These products can support negative values; however, discounts cannot be applied to them. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. ...

Province

WorkTraq Admin Setting (Printing)

Add New Country & Provinces

WorkTraq Admin Setting (Printing) Province

This tutorial guides you through adding a new country and its provinces into WorkTraq Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Click "Admin Settings" to open the administration ...

Quotation

WorkTraq Admin Setting (Printing)

Add Quotation Reject Reason

WorkTraq Admin Setting (Printing) Quotation

This tutorial will guide you through adding a new quotation reject reason in the WorkTraq application. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Click "Admin Settings" to open th...

Roles

WorkTraq Admin Setting (Printing)

Add New Roles

WorkTraq Admin Setting (Printing) Roles

This tutorial shows you how to add new roles and configure permissions in the WorkTraq application. Video Tutorial 1. Open the Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Select "Admin Settings" to enter...

Sales Order

WorkTraq Admin Setting (Printing)

Configure Sales Order Status

WorkTraq Admin Setting (Printing) Sales Order

This tutorial guides you through configuring sales order statuses in the WorkTraq application, including how to mark sales orders as late or outstanding and display them on the calendar. Video Tutorial 1. Open Main Menu Click the main navigation menu to ...