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This tutorial guides you through configuring company settings for an E-Store. These settings link the E-Store to a WorkTraq company and define how order numbers are identified. Video Tutorial 1. Open Config Settings Within the selected company, click Conf...

This tutorial guides you through configuring and managing coupons in the E-Store. Video Tutorial 1. Open Configuration Options Click Configurations to access the E-Store configuration settings. 2. Select Coupon Settings Click Coupon to manage and conf...

This tutorial guides you through downloading and importing shipment information for distribution orders with multiple shipments. Video Tutorial 1. Open Distribution Shipment For distribution orders with multiple shipments, this feature helps you complete ...

This tutorial guides you through generating a QR code and configuring it as an editable variant. Customers can replace the QR code by entering a different link when customizing the product template. Video Tutorial 1. Open a Product Select the product wher...

This tutorial shows you how to configure a template so customers can replace the logo with their own when customizing a product. Video Tutorial 1. Open a Product Select the product where you want to add the template. 2. Open Template Settings Click St...

This tutorial shows you how to access inventory reports and export them to Excel. Video Tutorial 1. Open Tool and Report Click Tools & Reports to open the reporting menu. 2. Open Inventory Report Click Inventory Report to view inventory details. 3....

This tutorial guides you through changing your theme in WorkTraq to personalize the application's appearance. Video Tutorial 1. Open Contact Click your username in the bottom-right corner of the screen. 2. Open User Preferences Click User Prefs to acc...

This tutorial shows you how to create an international shipment, generate shipping labels, and download the commercial invoice. Video Tutorial 1. Open Commodity For international shipments, commodity information is required to describe the package content...

This tutorial explains how to track your working hours in WorkTraq. Video Tutorial 1. Open the Dashboard After signing in, you will be taken to the Dashboard. The Working Hours bar is displayed at the top of the page, where you can clock in and out. Not...

This tutorial shows you how to customize your WorkTraq dashboard by arranging gadgets and creating custom views to display the information most important to you. Video Tutorial 1. Customize the Layout Click Customize Layout to choose how many columns you ...

This tutorial demonstrates how to create a custom dashboard gadget using multiple filter conditions. Video Tutorial 1. Define the Goal We'll create a gadget that displays Payment Required Sales Orders for Test Company. 2. Add a New Gadget Click Add Ga...

This tutorial explains how to configure company features and storefront options in the WorkTraq App. Video Tutorial 1. Access Company Features Open the selected company, then click Features. 2. Require Purchase Order Enable Require PO if your B2B stor...

This tutorial guides you through connecting and synchronizing QuickBooks with the WorkTraq application. Video Tutorial 1. Open Main Menu Click the Main Menu icon. 2. Open Admin Settings Go to Admin Settings 3. Select Integration Select Integratio...

This tutorial shows you how to synchronize WorkTraq data with QuickBooks Online by syncing either individual records or multiple records. Access to this feature is permission-based. If the Sync option is unavailable, ask your administrator to grant the require...

This tutorial shows administrators how to configure user role permissions for syncing Purchase Orders and Sales Invoices from WorkTraq to QuickBooks. Video Tutorial 1. Open Main Menu Click the Main Menu icon to open the navigation menu. 2. Access Admi...

This tutorial shows you how to create a shared dashboard that other users can reuse. Only users with the Super Admin role can create and manage shared dashboards. Video Tutorial 1. Open Share Dashboard After customizing the layout and gadgets, click Share...

This tutorial shows you how to update an existing shared dashboard. Only users with the Super Admin role can perform this action. After the update, users will see the latest version after refreshing their browser. Video Tutorial 1. Open Share Dashboard Af...

This tutorial shows you how to switch between available dashboards in the WorkTraq App. Video Tutorial 1. Open Switch Dashboard Menu Click Switch Dashboard. 2. Select Dashboard The list displays the shared dashboards available to your role. Select the...

This tutorial shows you how to switch to another employee's account in the WorkTraq App. After switching, you can perform actions as that user until you switch back. Video Tutorial 1. Open Contacts In your company, click the Contacts tab. This tab is avai...

This tutorial shows you how to configure shipping markup settings. By default, WorkTraq General provides a default shipping markup percentage that is applied to all shipping costs. Shipping markup tables allow you to define different markup percentages for spe...