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This tutorial guides you through configuring tax groups in the WorkTraq application. Tax groups support multiple custom taxes for your sales orders and invoices. Video Tutorial 1. Open the Main Menu Click the main navigation menu to access system options...

This tutorial guides you through configuring sales tax rates in the WorkTraq application. Sales tax rates can be added to tax groups for customized tax calculations. Video Tutorial 1. Open the Main Menu Click the main navigation menu to access system opt...

This tutorial guides you through configuring workflow allocation using shipping distribution lists for multiple locations in the WorkTraq application. Video Tutorial 1. Select Distribution List Select Shipping Company as the distribution list to begin the...

This tutorial guides you through configuring a Location variant. The address will automatically update whenever a different location is selected. Video Tutorial 1. Mark Location Variant Right-click the Location Name object and select Mark as Variant to ma...

This tutorial guides you through importing a business card design template in the WorkTraq application. Video Tutorial 1. Select a Company Click to select the company where you want to add the template. 2. Open the Products Section Click "Products" to...

This tutorial guides you through setting up relative positioning. Relative positioning allows a non-variant object to automatically move and maintain spacing when the related variant text changes. Tutorial 1. Mark an Object as a Variant Right-click the ob...

This tutorial guides you through importing fonts into your design template. The system supports both OTF and TTF font formats. This guide covers both manual font mapping and automatic font importing. If you want to use the automatic method, skip directly to St...

This tutorial guides you through configuring non-variant objects to automatically hide when the related variant object is removed. Non-variant objects can include text, images, icons, or other design elements. Video Tutorial 1. Mark an Object as a Variant ...

This tutorial guides you through setting up center alignment positioning. Center alignment allows variant and non-variant objects to automatically remain centered when the variant text changes. Video Tutorial 1. Mark an Object as a Variant Right-click the...

This tutorial guides you through configuring vertical adjustment. Vertical adjustment automatically repositions objects within a group when an object is removed. You can configure the layout to either keep the remaining objects vertically centered or automatic...

This tutorial guides you through configuring variant types and setting hours of operation. This setup allows users to easily update opening and closing times within the design. Video Tutorial 1. Mark Opening Hours as a Variant Right-click the opening hour...

This tutorial guides you through configuring date variants and customizing calendar settings. This setup allows users to easily update and format dates within the design. Video Tutorial 1. Mark an Object as a Variant Right-click the date object you want u...

This tutorial guides you through managing media folders and replacing image objects in templates. This setup allows users to easily change images within the design while maintaining the layout structure. Video Tutorial 1. Select a Company Before configuri...

This tutorial guides you through configuring a menu template with editable headers, menu items, and pricing. Pricing can be configured using either a single font size or separate font sizes for the integer and decimal portions. Video Tutorial 1. Mark the C...

This tutorial guides you through configuring multiple designs within a single template. This feature allows users to print multiple versions of a design using one template and one order. Video Tutorial 1. Mark Objects as Variants Convert all objects that ...

This tutorial guides you through configuring locations and department codes. Department codes help organize locations for accurate billing Video Tutorial 1. Select Locations In the company, click Location to view the list of available locations. 2. Ope...

This tutorial guides you through creating a Sales Order for billing. Proper shipping location, heading format, and billing details are required to ensure accurate reporting and GL code allocation. Video Tutorial 1. Review Shipping Information For billing ...