Getting Started

• Getting started with OrderTrac
• Implementation Guide

Connection

• Connecting Client to Server
• Remote Access to OrderTrac
• Test Network Connection

Environment

• Reinstall XPS Document Writer

Installation

• Installation Instructions
• PostgreSQL Manual Install Guide
• Set up a training server
• System Requirements
• Transfer server to another computer

Setup

• Client/Server Explained
• Delete ALL Data
• Import Common Vendors
• Importing Data
• Mass Update the OrderTrac Database
• Multiple Location Setup
• Optional Hardware
• Register OrderTrac
• Setting up your Gmail account to send emails
• Store Preferences and Data Setup

General

• Create a Custom Tag
• Create Custom labels
• Creating a UPC Item Purchase Order
• Creating an Automated Report
• Custom Reports
• Default Settings for Purchase Orders
• Item Repairs
• Order Inventory
• Order Items from a Vendor
• Restore a backup
• Saving a Custom Report
• Troubleshooting
• Using Gift Cards
• Verifying Inventory