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Order Reports by SKU not complete
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
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
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
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
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
Employees Working Hours Settings
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
Default Products Settings
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
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
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
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
Add New Country & Provinces
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
Add Quotation Reject Reason
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
Add New 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
Configure Sales Order Status
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 ...