WireTrack Help Center
Your guide to working in WireTrack.
Practical guides to quoting, orders, inventory, and production for the operations platform behind wire, cable, and specialty manufacturing.
Browse by product area
Accounts
Manage the customers you quote, produce for, and ship to.
4 articles
Parts
Define the parts you manufacture, along with the properties and templates that describe them.
3 articles
Item Catalog
Manage commercial items and reuse quoted pricing.
4 articles
Quotes
Compose quotes, iterate on revisions, and hand approved work off to production.
11 articles
Orders
Track jobs from booking through the production stages your shop is set up to run.
5 articles
Production
Follow work through production steps and manage stage movement.
4 articles
Travelers
Create, save, and retrieve the production documents that follow an order.
1 article
Scheduling
Plan jobs across production stations and days.
3 articles
Shop Floor
Use WireTrack from an operator station on the production floor.
2 articles
Inventory
Receive, adjust, and manage raw material — including spools of wire.
7 articles
Shipping
Prepare and record shipments as production is completed.
3 articles
Tasks
Track follow-up work attached to accounts, quotes, and orders.
1 article
Who these guides are for
See the Company Administrator path →Company Administrator
The person who sets up and configures WireTrack for their company: tenant settings, users, stages, form and column customization, and document templates.
Sales & Customer Service
Composes quotes, manages accounts, and converts approved work to orders.
Production Planner
Books orders, sequences work across stations, and moves jobs through stages.
Shop-Floor Operator
Works from an operator station, follows travelers, and records progress.
Inventory & Purchasing
Receives raw material, maintains spool inventory, and issues to jobs.
Shipping
Prepares completed work and records outbound shipments.
Recently updated
What's new →Accounts · how to
Create and update an account
Create a customer account, find its saved record, and update its notes from the account detail page.
Accounts · how to
Find an account and view its quotes and orders
Find a customer account, check its linked records, and open the relevant quote or order.
Accounts · how to
Log an account activity
Add a manual activity to an account and confirm that the saved entry appears in its activity feed.
Accounts · how to
Set account commercial defaults
Set payment terms, FOB and ship-via defaults, then check the values copied into a new draft quote.
Inventory and Orders · how to
Adjust inventory quantity with a reason
Record a corrected inventory balance with an adjustment type and reason, then verify the saved quantity and its history entry.
Inventory and Orders · how to
Assign inventory to an order
Select available inventory, assign a partial quantity to an order, and verify both the saved assignment and the remaining inventory balance.