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Pricing Tables Workspace
This tutorial walks you through managing and configuring pricing tables in the Worktraq App, allowing you to control pricing structures and reuse them across products. Video Tutorial 1. Access Sales Ruler Module Click "Sales Rule" to open the sales manage...
Invoice by Area Detail
This tutorial walks you through how to generate an Invoice by Area Detail report in the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Customer Reports Select "Customer Re...
Invoice by Area Summary
This tutorial walks you through how to generate an Invoice by Area Summary report in the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Customer Reports Select "Customer R...
Invoice by Customer Detailed
This tutorial walks you through how to generate an Invoice by Customer Detailed report in the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Customer Reports Select "Custo...
Add Company Locations
This guide walks you through how to manage company locations and their contacts in the Worktraq App. Video Tutorial 1. Open Locations Click "Location" from the middle menu to view all company locations. 2. Use the Search Bar At the top of the table, u...
Invoice by Customer Detailed (Inc. Tax amounts)
This tutorial walks you through how to generate an Invoice by Customer Detailed Include Tax amounts report in the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Customer Re...
Invoice by Customer Summary
This tutorial walks you through how to generate an Invoice by Customer Summary report in the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Customer Reports Select "Custom...
Invoice by Customer Summary (Highest First)
This tutorial walks you through how to generate an Invoice by Customer Summary (Highest first) report in the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Customer Reports...
Monthly Sales Invoice Reports
This tutorial walks you through how to generate a Monthly Invoice Report in the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Monthly Reports Select "Monthly Reports" to ...
Invoice Reports by Product Detailed
This tutorial guides you through generating detailed sale invoice reports using the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Product Reports Select "Product Reports"...
Invoice Reports by Product Summary
This tutorial guides you through generating summary sale invoice reports using the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Product Reports Select "Product Reports" ...
Order Reports by Area Detailed
This tutorial guides you through generating Order Reports by Area Detailed using the Worktraq App. Video Tutorial 1. Access Sale Order Section Click "Sale Order" to access all order-related features. 2. Go to Customer Reports Select "Customer Reports"...
Order Report by Area Summary
This tutorial guides you through generating Order Reports by Area Summary using the Worktraq App, helping you track regional performance, identify high-demand areas, and make data-driven decisions to optimize operations and increase revenue Video Tutorial ...
Order Reports by Customer Detailed
This tutorial walks you through generating a detailed Order Report grouped by Customer in the Worktraq App, helping you track customer purchase behavior, identify top clients, and manage relationships more effectively Video Tutorial 1. Access Sale Order Se...
Order Reports by Customer Summary
This tutorial walks you through generating a summary Order Report grouped by Customer in the Worktraq App, helping you track customer purchase behavior, identify top clients, and manage relationships more effectively Video Tutorial 1. Access Sale Order Sec...
Order Reports by Product Detailed
This tutorial guides you through generating detailed sales order reports using the Worktraq App. Video Tutorial 1. Open Sales Order Navigate to "Sale Order" to access all order-related features. 2. Go to Product Reports Select "Product Reports" to vie...
Order Reports by Product Summary
This tutorial guides you through generating summary sales order reports using the Worktraq App. Video Tutorial 1. Open Sales Order Navigate to "Sale Order" to access all order-related features. 2. Go to Product Reports Select "Product Reports" to view...
Order Reports by Due Today
This guide will help you quickly view and download sale order reports due today in the Worktraq system. 1. Open Sales Order Navigate to "Sale Order" to view all your orders and related options 2. Go to Production Reports Click "Production Reports" to s...
Order Reports by SKU not complete
This tutorial guides you through generating detailed sale order reports by SKU not complete using the Worktraq App. Video Tutorial 1. Open Sales Order Navigate to "Sale Order' to access all order-related features. 2. Open Production Reports Select "Pr...
Order Reports by Same Material SKU
This tutorial guides you through generating detailed sale order reports by same material SKU using the Worktraq App. This report helps you identify orders using the same material in production, allowing you to prepare and manage materials more efficiently. Vi...