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This tutorial shows you how to create an international shipment, generate shipping labels, and download the commercial invoice. Video Tutorial 1. Open Commodity For international shipments, commodity information is required to describe the package content...

This tutorial explains how to track your working hours in WorkTraq. Video Tutorial 1. Open the Dashboard After signing in, you will be taken to the Dashboard. The Working Hours bar is displayed at the top of the page, where you can clock in and out. Not...

This tutorial shows you how to customize your WorkTraq dashboard by arranging gadgets and creating custom views to display the information most important to you. Video Tutorial 1. Customize the Layout Click Customize Layout to choose how many columns you ...

This tutorial demonstrates how to create a custom dashboard gadget using multiple filter conditions. Video Tutorial 1. Define the Goal We'll create a gadget that displays Payment Required Sales Orders for Test Company. 2. Add a New Gadget Click Add Ga...

This tutorial explains how to configure company features and storefront options in the WorkTraq App. Video Tutorial 1. Access Company Features Open the selected company, then click Features. 2. Require Purchase Order Enable Require PO if your B2B stor...

This tutorial guides you through connecting and synchronizing QuickBooks with the WorkTraq application. Video Tutorial 1. Open Main Menu Click the Main Menu icon. 2. Open Admin Settings Go to Admin Settings 3. Select Integration Select Integratio...

This tutorial shows you how to synchronize WorkTraq data with QuickBooks Online by syncing either individual records or multiple records. Access to this feature is permission-based. If the Sync option is unavailable, ask your administrator to grant the require...

This tutorial shows administrators how to configure user role permissions for syncing Purchase Orders and Sales Invoices from WorkTraq to QuickBooks. Video Tutorial 1. Open Main Menu Click the Main Menu icon to open the navigation menu. 2. Access Admi...

This tutorial shows you how to create a shared dashboard that other users can reuse. Only users with the Super Admin role can create and manage shared dashboards. Video Tutorial 1. Open Share Dashboard After customizing the layout and gadgets, click Share...

This tutorial shows you how to update an existing shared dashboard. Only users with the Super Admin role can perform this action. After the update, users will see the latest version after refreshing their browser. Video Tutorial 1. Open Share Dashboard Af...

This tutorial shows you how to switch between available dashboards in the WorkTraq App. Video Tutorial 1. Open Switch Dashboard Menu Click Switch Dashboard. 2. Select Dashboard The list displays the shared dashboards available to your role. Select the...

This tutorial shows you how to switch to another employee's account in the WorkTraq App. After switching, you can perform actions as that user until you switch back. Video Tutorial 1. Open Contacts In your company, click the Contacts tab. This tab is avai...

This tutorial shows you how to configure shipping markup settings. By default, WorkTraq General provides a default shipping markup percentage that is applied to all shipping costs. Shipping markup tables allow you to define different markup percentages for spe...

This tutorial shows you how to download and install VIC Menu, sign in with your business account, and get started with the main POS screen. Video Tutorial 1. Google Play SearchOpen the Google Play Store and search for VIC Menu.2. Select VIC Menu3. Install ...