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This guide explains how to convert an approved quotation into a sales order in WorkTraq. Video Tutorial 1. Open the Quotation Module After the customer confirms the quotation, click "Quotation" in the main menu to open the quotation section. 2. Find th...

This guide explains how to duplicate an existing quotation in the WorkTraq application. Video Tutorial 1. Open the Quotation Module From the main menu, click "Quote" to open the quotation section. 2. Find the Quotation Click "Find" to search for the q...

This guide walks you through creating a new sales order in the WorkTraq application. Note: If you want to convert a quotation into a sales order, please follow the Convert Quotation to Sales Order guide instead. Video Tutorial 1. Open the Company Section...

This guide shows you how to add products, shipping, notes, and RFQ items to a Sales Order step by step. Video Tutorial 1. Open the Line Entry Tab From the middle menu, click "Line Entry" to start adding items to your sales order. 2. Review the Shippin...

This guide explains how to review and adjust costing details for a Sales Order in WorkTraq. You’ll learn how to check costs, adjust option pricing, review materials, and apply discounts. Video Tutorial 1. Open the Costings Tab Click the "Costings" tab to...

This guide explains how to review and manage the Sales Order workflow in the WorkTraq application. Video Tutorial 1. Open the Workflow Section From the middle menu, click "Workflow" to view the workflow details for the sales order. 2. Review Workflow S...

This guide explains how to set up and manage the Digital Proof process for a sales order in WorkTraq. Video Tutorial 1. Enable Digital Proof Click "Digital Proof" and change the option from No to Yes to begin setting up digital proof. 2. Confirm Digita...

This guide explains how customers can review and approve (or request changes to) a digital proof using the online proof review system. Video Tutoriral 1. Proof Approval Request You will receive an email requesting you to review and approve your proof. ...

This guide shows how to set up and manage tax breakdowns for a sales order, especially when shipping to multiple locations. Video Tutorial 1. Enable Tax Breakdown Change the "Tax %" setting to Custom. This will turn on the tax breakdown feature. 2. T...

This tutorial shows you how to create dockets for your order. Video Tutorial 1. Open Line Entry Click "Line Entry". This is where you start creating your docket. 2. Generate Dockets Click the "Generate Dockets" button. 3. Select Document Type Sele...

This tutorial walks you through how to submit a shipment after production is completed. Video Tutorial 1. Go to Fulfillment Click on the "Fulfillment" section. This is where all shipment-related actions are managed. 2. Open the Shipment Click the arr...

This tutorial guides you through running the automated invoicing process after a sale order has been shipped. Video Tutorial 1. Open Other section Click the "Other" menu to access additional options related to your order. 2. Open Events In Quick Actio...

This guide explains how to navigate and use the Sales Order Workspace in WorkTraq. Video Tutorial 1. Open Sales Orders From the main menu, click "Sales Orders" to open the sales order section. 2. Open Entry Section Click "Entry" to view detailed sales...

This tutorial explains how to enter a Purchase Order (PO) number when requested. Video Tutorial 1. Receive Email Request The REP or CSR will receive an email requesting the PO number. Click the link in the email to open the related sales order. 2. Unch...

This tutorial explains how to complete an installation task. Video Tutorial 1. Receive Email Request The REP or CSR will receive an email requesting completion of the installation task. Click the link in the email to open the related task. 2. Review ...

This tutorial explains how to review and approve sales invoices. Video Tutorial 1. Receive Email Request The REP will receive an email requesting review and approval of a sales invoice. Click the link in the email to open the related job. 2. Open the...

This tutorial explains how to manually create an invoice from a sales order in the application. Note: If you want to automatically generate an invoice, please follow the Run Invoicing guide instead. Video Tutorial 1. Open the Appropriate Sales Order Open...

This tutorial guides you through exporting sales invoice PDF documents. Video Tutorial 1. Understand PDF Types Before export, it’s helpful to understand the available PDF formats: Simple PDF: Shows only the products and options, with hidden charges not ...

This tutorial explains how to record a payment (receipt) for an invoice in the application. Video Tutorial 1. Open the Receipts Section Click "Receipts" to manage payments related to the invoice. 2. Create a Receipt Click the plus icon to create a ne...

This guide shows how to set up and manage tax breakdowns for a sales invoice, especially when shipping to multiple locations. Video Tutorial 1. Enable Tax Breakdown Change the "Tax %" setting to Custom. This will turn on the tax breakdown feature. 2....