Search Results

This guide shows you how to view and download sales order reports that are currently in progress within the Worktraq system. Video Tutorial 1. Open Sales Order Navigate to "Sale Order" to view all your orders and related options 2. Go to Production Rep...

This tutorial guides you through accessing late order reports in the Worktraq application. You can customize what’s considered late in Order Status Settings under Admin Settings. Additionally, any order with a due date that has passed today will automatically ...

This tutorial guides you through accessing outstanding sales reports within the Worktraq App. You can customize what’s considered outstanding in Order Status Settings under Admin Settings Video Tutorial 1. Open Sale Order Menu Click "Sale Order" to view a...

This tutorial walks you through configuring employee working hours settings in the Worktraq app. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Select "Admin Settings" to open the adm...

This tutorial guides you through configuring default product settings in the Worktraq app. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Click "Admin Settings" to open the administra...

This tutorial guides you through configuring No-charge product settings. These products can also use negative values and still allow discounts to be applied. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. ...

This tutorial guides you through configuring Process Product settings in the Worktraq app. These products are used to define the number of versions available on the online eStore. Video Tutorial 1. Open Main Menu Click the main navigation menu to access ...

This tutorial guides you through configuring Special Product settings. These products can support negative values; however, discounts cannot be applied to them. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. ...

This tutorial guides you through adding a new country and its provinces into WorkTraq Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Click "Admin Settings" to open the administration ...

This tutorial will guide you through adding a new quotation reject reason in the WorkTraq application. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Click "Admin Settings" to open th...

This tutorial shows you how to add new roles and configure permissions in the WorkTraq application. Video Tutorial 1. Open the Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Select "Admin Settings" to enter...

This tutorial guides you through configuring sales order statuses in the WorkTraq application, including how to mark sales orders as late or outstanding and display them on the calendar. Video Tutorial 1. Open Main Menu Click the main navigation menu to ...

This tutorial guides you through configuring tax groups in the WorkTraq application. Tax groups support multiple custom taxes for your sales orders and invoices. Video Tutorial 1. Open the Main Menu Click the main navigation menu to access system options...

This tutorial guides you through configuring sales tax rates in the WorkTraq application. Sales tax rates can be added to tax groups for customized tax calculations. Video Tutorial 1. Open the Main Menu Click the main navigation menu to access system opt...

This tutorial guides you through configuring workflow allocation using shipping distribution lists for multiple locations in the WorkTraq application. Video Tutorial 1. Select Distribution List Select Shipping Company as the distribution list to begin the...

This tutorial guides you through configuring a Location variant. The address will automatically update whenever a different location is selected. Video Tutorial 1. Mark Location Variant Right-click the Location Name object and select Mark as Variant to ma...

This tutorial guides you through importing a business card design template in the WorkTraq application. Video Tutorial 1. Select a Company Click to select the company where you want to add the template. 2. Open the Products Section Click "Products" to...

This tutorial guides you through setting up relative positioning. Relative positioning allows a non-variant object to automatically move and maintain spacing when the related variant text changes. Tutorial 1. Mark an Object as a Variant Right-click the ob...

This tutorial guides you through importing fonts into your design template. The system supports both OTF and TTF font formats. This guide covers both manual font mapping and automatic font importing. If you want to use the automatic method, skip directly to St...

This tutorial guides you through configuring non-variant objects to automatically hide when the related variant object is removed. Non-variant objects can include text, images, icons, or other design elements. Video Tutorial 1. Mark an Object as a Variant ...