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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 ...

This tutorial guides you through configuring public website settings for a Company E-Store. These settings control website visibility, branding, domain information, and search engine content. Video Tutorial 1. Open Public Website Settings Within the selec...

This tutorial guides you through configuring company settings for an E-Store. These settings link the E-Store to a WorkTraq company and define how order numbers are identified. Video Tutorial 1. Open Config Settings Within the selected company, click Conf...

This tutorial guides you through configuring and managing coupons in the E-Store. Video Tutorial 1. Open Configuration Options Click Configurations to access the E-Store configuration settings. 2. Select Coupon Settings Click Coupon to manage and conf...

This tutorial guides you through downloading and importing shipment information for distribution orders with multiple shipments. Video Tutorial 1. Open Distribution Shipment For distribution orders with multiple shipments, this feature helps you complete ...

This tutorial guides you through generating a QR code and configuring it as an editable variant. Customers can replace the QR code by entering a different link when customizing the product template. Video Tutorial 1. Open a Product Select the product wher...

This tutorial shows you how to configure a template so customers can replace the logo with their own when customizing a product. Video Tutorial 1. Open a Product Select the product where you want to add the template. 2. Open Template Settings Click St...

This tutorial shows you how to access inventory reports and export them to Excel. Video Tutorial 1. Open Tool and Report Click Tools & Reports to open the reporting menu. 2. Open Inventory Report Click Inventory Report to view inventory details. 3....

This tutorial guides you through changing your theme in WorkTraq to personalize the application's appearance. Video Tutorial 1. Open Contact Click your username in the bottom-right corner of the screen. 2. Open User Preferences Click User Prefs to acc...