Using 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 […]

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Hilltops 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!!!” šŸ™‚ 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!

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Updating 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 […]

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Changing 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)) ForĀ a remote QuoteWerks user’s […]

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QuoteWerks 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 […]

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QuoteWerks and ACT! integration errors (2 of 2)

Oct 16, 2010

QuoteWerks and Swiftpage Act! integration errors can sometimes be difficult to resolve. In thisĀ 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 […]

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Restrict 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 mindā€¦ 1) Remove the Product Cost information from the QuoteWerks Document Items grid […]

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Change QuoteWerks Next Document Number

Jul 26, 2010

QuoteWerks Document Numbering The QuoteWerks next Document number can be changed by editing the QuoteWerks DocumentNumbering table. For QuoteWerks Standard or Professional editions, the DocumentNumbering table is in the docs.mdb Access database; for QuoteWerks Corporate edition which has been re-hosted to SQL Server, the DocumentNumbering table is in the QuoteWerks SQL Server database. Updating QuoteWerks […]

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QuoteWerks issue with images disappearing

Jun 28, 2010

We’ve had several QuoteWerks clients contact us in the last week or so with an issue of their logo randomly disappearing from a QuoteWerks Layout when they Preview the Document. In allĀ cases, the reasonĀ has beenĀ thatĀ the ā€˜BoldFontā€™ Conditional font (a default in the sample QuoteWerks document Layouts) has been inadvertently applied to the logo image and […]

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