We’ve had several enquiries over the years from QuoteWerks users wanting to update old Quote documents en-masse to archive them off with a “Closed” Status.
Posts Tagged ‘quotewerks support’
Mass updating Document Statuses using QuoteWerks Medic Utility
Monday, January 30th, 2012Changing the Default Text Caption for different QuoteWerks Line Types
Thursday, January 5th, 2012If you would like to change the default text that QuoteWerks uses when inserting Sub Total, Running Sub Total, Optional Item, Discount Percentage or Charge Percentage Line Items, then this can be done by editing the site.ini file [System] section SubTotalItemText, RunningSubTotalItemText, OptionalItemText, DiscountItemText and ChargeItemText keys respectively.
To make the required changes: (more…)
Opening more than 5 Documents in QuoteWerks
Wednesday, January 4th, 2012Setting the number of QuoteWerks Document users can open at one time
If you would like to increase (or limit) the number of Documents that QuoteWerks users can have open at one time, then this can be done by editing the site.ini file [System] section MaxNumOpenDocs key.
Using a Sage 50 Accounts Stock list as a QuoteWerks Product Source
Saturday, September 3rd, 2011We’ve had several clients and QuoteWerks partners recently ask us about 1) whether it’s possible, and 2) how QuoteWerks can be set up to use the Sage 50 Accounts Stock list as a Product Source. For the benefit of all those (and to give us a reference for the future!) I’ve produced a guide to help anyone else out there that would like to do this.
Hilltops IT are QuoteWerks Superheroes!
Tuesday, December 28th, 2010Please enjoy this video – “Hilltops IT QuoteWerks Superheroes!” a.k.a. “Steve really needs to get out more!!!” 
Updating QuoteWerks for new UK 20% Tax Rate
Monday, December 27th, 2010To update your QuoteWerks system for the new UK 20% VAT rate due to be introduced on 4th January 2011, your QuoteWerks needs to be changed in 3 places: (more…)
Changing the QuoteWerks Document Number Prefix
Thursday, December 9th, 2010Further to the post back in February about changing the three character prefix on a QuoteWerks Layout, a client has just asked about changing just the Q/O/I letter – specifically the “I” Invoice for a “C” Credit Note.
QuoteWerks and ACT! integration errors (2 of 2)
Saturday, October 16th, 2010QuoteWerks and Sage ACT! integration errors can sometimes be difficult to resolve. In this second of two articles, we look at some of the less common error messages you might receive, more complex ‘debugging’ techniques and ways that QuoteWerks and ACT! integration errors may be resolved. (more…)
QuoteWerks and ACT! integration errors (1 of 2)
Saturday, October 16th, 2010QuoteWerks and Sage ACT! integration errors can sometimes be difficult to resolve. In this first of two articles, we look at the common error messages you might receive and more straightforward ways that QuoteWerks and ACT! integration errors may be resolved.
Restrict QuoteWerks Users ability to view Cost and Margin information
Monday, August 16th, 2010Securing QuoteWerks product cost information
A client just called to ask what would be the best way of preventing certain users from seeing product Cost and Margin information in their QuoteWerks system.
