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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...

This tutorial provides comprehensive instructions for creating and configuring a new product within the WorkTraq system. Video Tutorial 1. Open Product Module To access the Product module, click "Product" in the main menu at the top of the page. 2. Sel...

This tutorial will assist you in navigating and configuring the Product Workspace within the WorkTraq system. Video Tutorial 1. Open Product Module To access the Product module, click on "Product" in the main top menu. 2. Entry View The "Entry" displa...

This tutorial guides you through configuring the general settings of a product in the WorkTraq system. Video Tutorial 1. Navigate to Product Module Click on "Product" in the main top menu to access settings and options related to the product. 2. Open G...

This tutorial will guide you through the process of configuring product production settings in the WorkTraq system. Video Tutorial 1. Access Product Module Click on "Product" in the top menu to access the settings and configurations specific to that produ...

This tutorial will guide you in configuring product options in the WorkTraq system, helping you understand the product build, available options, and their prices. Video Tutorial 1. Open Product Module Click "Product" on the main top menu to access product...

This tutorial walks you through view and understand related items in the WorkTraq application, helping you keep everything organized and connected with ease. Video Tutorial 1. Access Product Module Click the Product on the main top menu to view and manage...

This tutorial walks you through how product costing works in the WorkTraq system, helping you understand cost calculations, apply markups, and prevent negative costing. Video Tutorial 1. Open Product Module Click Product in the main top menu to access the...

This tutorial walks you through configuring product pricing in the WorkTraq app. You’ll learn how pricing is calculated, how to apply price breaks, discounts, and bleed settings, and how these elements work together to create flexible and accurate pricing for ...

This tutorial walks you through how to access and manage contact workspace features in the Worktraq application. It shows you how to navigate the different sections so you can efficiently handle contact-related tasks. Video Tutorial 1. Open Contact Module ...

This tutorial guides you through creating and configuring a contact/ employee in WorkTraq. 1. Open Company Menu Click the Company menu to access company-related options and settings. 2. Navigate to the Contacts Section Click Contacts to view and manage...

This tutorial guides you through the process of creating and deploying a demo site, ensuring that each customer has an individual site. 1. Log in to Admin Settings Access to https://demo-printing.vicdigitalworks.com/, then enter your email and password, an...

This tutorial provides a step-by-step guide for exporting a product to demo site using Worktraq. 1. Select Product Navigate to the product you want to export to the demo site. Click on the "Other" tab, then click "Export." 2. Select Export Click "Expor...

This guide walks you through the steps to create a quotation in the WorkTraq application. Video Tutorial 1. Go to the Quotes Section From the middle menu, click "Quotes" to open the quotation management area for the selected company. (Learn more about sel...

This guide explains how to add products, shipping, and additional details to a quotation in WorkTraq. Video Tutorial 1. Open the Line Entry Tab From the middle menu, click "Line Entry" to start adding items to your quotation. 2. Review the Shipping Lin...

This guide shows you how to review costing details for a quotation. You will learn how to adjust option pricing, review profit and margins, and apply a discount step by step. Video Tutorial 1. Open the Costings Tab Click the "Costings" tab to view all cos...