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Chat with UsChanging the Default Text Caption for different QuoteWerks Line Types
Jan 05, 2012
If 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: Using Windows […]
READ MOREOpening more than 5 Documents in QuoteWerks
Jan 04, 2012
Setting 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. By default, QuoteWerks users are allowed to have […]
READ MOREUsing a Sage 50 Accounts Stock list as a QuoteWerks Product Source
Sep 03, 2011
We’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 […]
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 MOREUpdating QuoteWerks for new UK 20% Tax Rate
Dec 27, 2010
To 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: The Tools menu | Options option | Documents tab | Sales Tax Rate default value. The QuoteWerks workbook | Sale Info tab | Tax Rate F2 […]
READ MOREChanging the QuoteWerks Document Number Prefix
Dec 09, 2010
Further 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. Here’s the formula we gave them for the QuoteWerks master installation Layout: first(documentheaders->docno,3)+”C”+last(documentheaders->docno,(len(documentheaders->docno)-4)) For a remote QuoteWerks user’s […]
READ MOREQuoteWerks and ACT! integration errors (1 of 2)
Oct 16, 2010
QuoteWerks and Swiftpage 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. More challenging issues and approaches to finding resolutions are explored in the second article […]
READ MOREQuoteWerks and ACT! integration errors (2 of 2)
Oct 16, 2010
QuoteWerks and Swiftpage 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. QuoteWerks and Sage ACT! integration error messages As a start […]
READ MORERestrict QuoteWerks Users ability to view Cost and Margin information
Aug 16, 2010
Securing 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. There are several, quite straightforward ways that immediately came to mind… 1) Remove the Product Cost information from the QuoteWerks Document Items grid […]
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