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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 exporting a billing report. All Sales Orders within the selected job will be included in the report. Video Tutorial 1. Open a Job Open the job you want to export. 2. Open the Other Menu Click Other to open the addition...

This tutorial guides you through configuring billing discount brackets used in billing reports. Discount percentages can be applied based on specific billing amount ranges. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system ...

This tutorial guides you through configuring stores that should be billed separately in Sign Run reports. Video Tutorial 1. Open the Preferences Section Open the company you want to configure, then click Preference to access the company preference setting...

This tutorial guides you through adding and managing print types. Print types are used to support reporting. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Click Admin Settings to ope...

This tutorial guides you through adding and managing sign categories used for Sign Run reporting. 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 admin...

This tutorial guides you through configuring selected variants. Selected variants allow specific portions of text within a text box to become editable while keeping the remaining content unchanged. Video Tutorial 1. Group Elements to Text Box Select the r...

This tutorial guides you through creating and configuring a new B2B E-Store Company. The E-Store allows customers to browse products, customize items, and place orders through a self-service online portal. Video Tutorial 1. Open Configurations From the si...

This tutorial guides you through configuring the default settings for a B2B E-Store. These settings control order processing, approval workflows, shipping preferences, and other store-level configurations. Video Tutorial 1. Open Default Data Within the se...

This tutorial guides you through configuring company-specific email settings for a Company E-Store. These settings allow you to override the default email recipients and senders used by the system. Video Tutorial 1. Open Email Address Settings Within the ...