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Join a Support SessionQuoteWerks ‘Last Months Commission Report for all sales reps’ report
Oct 18, 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 […]
READ MORECross Referencing QuoteWerks Quote, Order and Invoice Numbers
Jun 14, 2013
We’ve been asked several times by clients how to cross-reference the Quote, Order and Invoice numbers that are processed through QuoteWerks. While you can get the Converted Ref in QuoteWerks (so the Order or Quote an Invoice was Converted from or the Quote and Order came from) there’s no a way within the reporting to […]
READ MOREHilltops IT are QuoteWerks Superheroes!
Dec 28, 2010
Please enjoy this video – “Hilltops IT QuoteWerks Superheroes!” a.k.a. “Steve really needs to get out more!!!” 🙂 And while self-promotion is all very well, we’ve also got many happy clients that have said similar things. Read the kind testimonials customers have offered us by clicking the links!
READ MOREComplimentary QuoteWerks Business Performance report
Nov 30, 2010
Hilltops IT is pleased to offer a free, year-on-year business performance report for all QuoteWerks users throughout December 2010. The report provides the following information on your business’ performance: Sales invoiced and Gross Profit (Years 1 and 2) The number of Invoices raised and the average Sales value (Year 1) A comparison of the relative uplift / downturn in […]
READ MOREChange QuoteWerks Document Number Prefix on a Layout
Sep 08, 2010
To change the QuoteWerks document number prefix on a Layout requires the ‘last’ formula to extract the actual number part of the reference. The ‘last’ formula takes two parameters: string – the piece of text that we want to take part of num – the number of characters that we want to take from string So how […]
READ MOREQUOTEWERKS: Getting the address on documents to "look right"
Dec 17, 2008
Are you struggling to get the address on your QuoteWerks document layouts to “look right”? With all the fields available – Address1, Address2, Address3, City, State, Zip and Country – an actual address might be held in just a few or all seven of these fields. Then try these formulae – just open your QuoteWerks […]
READ MOREQUOTEWERKS: Business Intelligence reports
Dec 17, 2008
Please find below a couple of formulae you could add as page footers to your QuoteWerks management reports to give them an added bit of professionalism… Just open your QuoteWerks document layout, click the formula button, give the formula a name (i.e. “PAGE_X_OF_Y”), click OK and copy/paste the formula in. PAGE_X_OF_Y: “Page “+text(sys->page)+” of “+text(sys->page_count) […]
READ MOREQUOTEWERKS: Free report showing your business’ performance
Dec 17, 2008
Would like to know how well your business has done in the last 12 months? Then get this free QuoteWerks report to summarise your business’ performance. This free report summarises sales by Sales Rep by Month and details the invoiced amount, profit, number of invoices and average sales value for the year January to December. […]
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