We are pleased to announce that all ConnectIt products are fully compatible with the new QuoteWerks v5.0 release. This includes both Products which integrate Sage 50 Accounts, Sage 200 ERP, Pegasus Opera, Sage MAS90/200 ERP, websites, etc. plus our QuoteWerks Workflow add-ons and bespoke / custom developed offerings. No upgrades are required to ConnectIt Products – all features and functions are expected to work as-is following an upgrade to your QuoteWerks software.
This blog article demonstrates how to modify the default QuoteWerks QuoteWerks web page HTML layout to include a URL to the Product on your (or your Suppliers) website for your prospect to click on for additional information. The following piece of HTML code is a snippet from our customised QuoteWerks QuoteValet page: Read the rest of this entry »
One of the fairly common requests for reporting that we have for new Users is in the ‘Last Months Commission Report for all sales reps’ report which is distributed with QuoteWerks: could the report prompt for a From and To Date rather that just be fixed to last month? This is a fairly straightforward modification to make and this blog article walks you through the process.
With the following new features and updates…
ADDED: support for Sage 50 Accounts v21 (2015)
ADDED: Configuration | Documents tab | Transfer Details tab | Header column – if this option is ticked, then the QuoteWerks Document Header Line Items are transferred to Sage the Sage Documents as Comments.
With the following new features, updates and fixes…
ADDED: CHMS | On load if the connection to ACT! fails, then load the dropdown information from that in the database and disable button functions which rely on the connection to ACT!
ADDED: Financials tab | Adjustments tab – options to Filter Adjustments by date
ADDED: Configuration | Advanced tab | Rules tab | Driver Conflict From and To Minutes – these are used with the new validation when creating / updating a Shift (see below).
ADDED: Configuration | Main Diary tab | New and Edit buttons – added validation that the Care Home where the Shift is scheduled does not have another Shift there within the next X-Y minutes. The X-Y minutes are governed by the new Configuration options (see above).
With the following updates and fixes…
UPDATED: when the Configuration | Documents tab | Sales Documents tab | ‘Customer VAT No. Reference is in QuoteWerks‘ is un-ticked, then also un-tick and disable the ‘Enable Tax Code Validation’ option as it is not relevant without having the Customer VAT number.
With the following update…
UPDATED: when the Configuration | Customers tab | ‘Enable Tax Code Validation’ option is ticked, un-tick and disable the Documents tab | Sales Documents tab | ‘Tax Rate from Sage Customer’ option as by taking the Tax Code from the Sage Customer would override what is trying to be achieved with the Tax Code validation routines.