Advanced Search
Search Results
77 total results found
Job Find
1. Open Find Click "Find" from the top menu to open the job find. 2. Find a specific job You can combine multiple fields to narrow down your search results. Enter the desired values into the relevant fields.Click Continue from the top menu to proceed w...
Job List
Displays all jobs in the system, allowing users to view the total number of entries and remove any unnecessary jobs as needed. 1. Open List In the job view, click "List" from the top menu to open the job list. 2. Custom columns view Click Columns Selec...
Quotation
Quotation Entry
1. Create a new quotation 1.1. Creating a quotation without a job Navigate to the Quotes tab in the middle menu of the Company module (see more details in the Company quotation).Click the plus icon located in the quotes header.All details — including Compan...
Quotation List
Displays all quotation in the system, allowing users to view the total number of entries quotations in the system. 1. Open List In the quotation view, click List from the top menu to open the quotation list. 2. Custom columns view Click Columns Selected ...
Quotation Find
1. Open Find Click Find from the top menu to open the quotation find. 2. Find a specific quotation You can combine multiple fields to narrow down your search results. Enter the desired values into the relevant fields.Click Continue from the top menu to...
Sales Order
Sales Order Entry
1. Create a new sales order In the system, there is one designated main company—usually representing your own business. Users can also add other companies, such as customers or suppliers. Navigate to the Preference tab in the middle menu.Click the New button i...
Configure Quotation List testing
This tutorial will walk you through the steps to configure your quotation list. 1. Access Quotation Select "Quote" from the top main menu to view the quotation. 2. Select List View Click "List" to choose the list view mode for displaying your quotation...
Printers Industry
This documentation outlines the core systems, workflows, and data structures used in printing operations, serving as a reference for consistent setup, usage, and integration across the platform.
WorkTraq (Printers)
Worktraq is a centralized Management Information System (MIS) for internal printing operations, integrating projects, teams, tasks, clients, approvals, files, and workflows into a single platform.
Company
Creating New Company
Video Tutorial This tutorial guides you through creating a new company profile within the application. You will learn how to configure essential company details and settings for proper setup. 1. Access the Company Module From the top main menu, click on...
Add Company Contacts
Video Tutorial This tutorial guides you through adding a company contact in the system. 1. Open Company Click "Company" from the main top menu to begin the process of adding a company contact. 2. Navigate to Contacts Section Select "Contacts" from the...
Add Company Addresses
Video Tutorial 1. Open Company Module From the top main menu, click on "Company" to access the company module. 2. Select Addresses Section In the middle menu, click "Addresses" to open the address management area. 3. Add Address Click the plus icon...
Configure Company Discount
Video Tutorial 1. Open Company Start by opening the Company module to configure company discount settings. 2. Navigate to Products Section Navigate to the Products section in the middle menu, where you can manage discounts for company and specific item...
Configure Company Account
Video Tutorial 1. Open Company Module Click "Company" in the main menu to access the company module. 2. Select Account Tab Click the "Account" tab in the middle menu to view and manage your company account details. 3. Input Company Detail Provide y...
Company Preferences
Video Tutorial 1. Open Company Module Click "Company" in the main top menu to access the company module. 2. Select Preference Tab Click the "Preference" tab to access the configurable options for company preferences. 3. Quick Actions Menu Quick Act...
Company Workspace
Video Tutorial 1. Entry section "Entry" displaying all details of the selected company. 2. Overview Section Under the Entry section, the Overview serves as a company dashboard, providing a quick summary of overdue quotations, sales orders, sales invoic...