Category: General

Creating an Automated Report

If there is a specific report you want to run automatically on a set day of the week or month, you can create an automated report so you can set it and forget it. The report will be automatically sent out without you having to remember to do so. Create a new automated report First, […]

Saving a Custom Report

To save a custom report so it is easy to open and run at a later time, enter the custom report query into the custom report box on the reports tab, and click Save. You will need to enter a name for your report, and click Save. Any time you want to open this report […]

Item Repairs

At some point, furniture can be damaged and needs to be sent back for repairs. Whether it is an inventory piece that was damaged in the warehouse, or a customer’s piece that was damage in their home, you can track the item as it is sent back for repairs much like you track regular orders. […]

Create a Custom Tag

Printing a price tag just requires you to create a fillable PDF form. You can use any PDF editing software to create a PDF form. Note this is different than a PDF viewer which are widely available for free. Most PDF editors such as Foxit PDF editor, Nitro PDF, or Adobe Acrobat Editor are paid […]

Using Gift Cards

It is very easy to start using gift cards in OrderTrac. It does not take any fancy equipment or gift cards to do so. The only requirement for your gift card is that it have a unique ID. You can order a batch of gift cards from any company, just search “custom gift cards” online […]

Restore a backup

WARNING!! Restoring data will erase your current data and restore with the backed up data. Make sure you back up your existing data first in the event you want to revert back to your current data. Once data is overwritten, It cannot be reverted! How to backup and restore your OrderTrac data At some point, […]

Troubleshooting

Troubleshooting Guide Error Opening OrderTrac Restart computer Skip update if it asks DeleteĀ C:\Users\<user>\AppData\Local\Apps\2.0 folder Error Installing OrderTrac view theĀ installation instructions Error When installing update Close the error, Open OrderTrac again, and click click OK to install the update again. Restart your computer, open OrderTrac, and try installing update again. A slow internet connection can prevent […]

Custom Reports

There may be a time when the supplied reports do not supply the data you need. To build a custom report, knowledge in writting SQL queries will be needed. SQL queries can be very simple, but also can get very complex. Feel free to contact support for help in writting a custom query if the […]

Order Items from a Vendor

How to order items from vendors (create purchase order) To order a single item: 1. Go to the items tab and click on the red ‘To Be Ordered’ filter button to view sold items that need to be ordered, or click the orange ‘Inventory To Be Ordered’ button to view all inventory items that need […]

Create Custom labels

To create a custom label, follow these steps: 1. Open the DYMO Label program 2. Choose the ‘Labels’ tab on the top left 3. Choose your preferred label size and layout. (It may be easiest to choose the empty layout) 4. Select the ‘Insert’ tab 5. Add all the desired label objects to the label […]