Modifying QuoteWerks QuoteValet to include a URL to Products

October 18th, 2014

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 »

QuoteWerks ‘Last Months Commission Report for all sales reps’ report

October 18th, 2014

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.

Read the rest of this entry »

Stock Adjustments and Email Alerts in ConnectIt

October 9th, 2014

ConnectIt boxshotFurther to requests from customers, we will imminently be introducing Sage Stock Adjustments and email alerts into the ConnectIt-Sage50 software.

Read the rest of this entry »

ConnectIt-Workflow now available free of charge

October 1st, 2014

Due to popular demand our ConnectIt-Workflow productivity enhancements for QuoteWerks are now available FREE OF CHARGE!

Read the rest of this entry »

ConnectIt-Sage50 v2.21.0 released

September 29th, 2014

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.

Read the rest of this entry »

Resource Management tool v1.5.3 released

September 3rd, 2014

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).

Read the rest of this entry »

ConnectIt-Sage200 (2010) v1.8.4 released

August 4th, 2014

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.

Read the rest of this entry »

ConnectIt-Workflow v1.6.1 released

July 30th, 2014

With the following new feature…

ADDED: compatibility for QuoteWerks v4.5 and below.

Read the rest of this entry »

ConnectIt-Sage200 (2010) v1.8.3 released

July 23rd, 2014

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.

Read the rest of this entry »

ConnectIt-Sage200 (2010) v1.8.2 released

July 21st, 2014

With the following fixes…

FIXED: internal testing identified that if the v1.8.0 Configuration | Documents tab | Sales Documents tab | ‘Transfer Group Header Lines not Member Items’ option is ticked and the Configuration | Products tab | All Documents tab | ‘Allow Documents to be created even if the Product Code does not exist in Sage’ option is not ticked and the Group Header Line Item is blank or does not exist, then the User is not prompted that Product(s) do not exist and asked to correct this before transferring. This issue is now resolved – the User is now prompted and the transfer fails.
FIXED: internal testing identified that if the v1.8.0 Configuration | Documents tab | Purchase Documents tab | ‘Transfer Shipping Cost as separate Line Item’ option is ticked but the Charge Code set does not exist then 1) the User is not prompted, and 2) the transfer completes successfully but without the Shipping Cost applied to the Purchase Order Document. This issue is now resolved – the User is now prompted and the transfer fails.

Read the rest of this entry »