Remote Working with QuoteWerks

Feb 13, 2021

We have had a flurry of emails recently regarding how Users might best work remotely with QuoteWerks. This blog post covers the main methods we’ve successfully implemented working with various clients and briefly discusses some...

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Using SQL Server STUFF function to turn rows in a column

Dec 21, 2020

Example below: CREATE TABLE #TempMaster ([ID] int,[Name] nvarchar(50)) CREATE TABLE #TempChild (MasterID int,[ID] int,[Name] nvarchar(50)) INSERT INTO #TempMaster ([ID], [Name]) VALUES (1, ‘Master 1’)INSERT INTO #TempMaster ([ID], [Name]) VALUES (2, ‘Master 2’)INSERT INTO #TempMaster ([ID],...

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Modifying the QuoteWerks Document Open screen grid columns (post v5.2)

Dec 30, 2019

You can modify the QuoteWerks Document Open screen grid columns by editing you User Setting in the Settings Manager screen: 1) Click the Windows Help menu | About option. 2) Click the ‘Settings Manager’ button...

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Copying the QuoteWerks QuoteValet URL to the Windows clipboard

Jan 31, 2019

The script below provides a way to quickly and easily copy the QuoteValet document URL for the current open document in QuoteWerks to the Windows clipboard. This can then be pasted into an email or...

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Selecting details of Configurators from QuoteWerks database

Jan 11, 2019

The below T-SQL statement provides a template for selecting details of Configurators and their associated Containers and Items from the QuoteWerks SQL Server database. If you have any questions or if you’d like an equivalent...

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Selecting details of Substitute Items from QuoteWerks database

Jan 11, 2019

The below T-SQL statement provides a template for selecting details of Substitute Items from the QuoteWerks SQL Server database. If you have any questions or if you’d like an equivalent for an Access backend, then...

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Selecting details of Required Items from QuoteWerks database

Jan 11, 2019

The below T-SQL statement provides a template for selecting details of Required Items from the QuoteWerks SQL Server database. If you have any questions or if you’d like an equivalent for an Access backend, then...

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Selecting details of Optional Items from QuoteWerks database

Jan 11, 2019

The below T-SQL statement provides a template for selecting details of Optional Items from the QuoteWerks SQL Server database. If you have any questions or if you’d like an equivalent for an Access backend, then...

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Querying the QuoteWerks Database for selected Line Items

Jan 11, 2019

In our years of working with QuoteWerks and providing integration solutions, it’s been a fairly common requirement to query the QuoteWerks database for Line Items on a Document which are either non-optional or optional and...

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