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Chat with UsUpdating 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 […]
READ MOREChange 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 […]
READ MOREQuoteWerks 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 all cases, the reason has been that the ‘BoldFont’ Conditional font (a default in the sample QuoteWerks document Layouts) has been inadvertently applied to the logo image and […]
READ MORESecuring QuoteWerks database information
May 06, 2010
A client just called to ask what would be the best way of securing the information that they have in their QuoteWerks databases. In particular, their Products and pricing if an employee decided to leave and take the data with them. There are several, quite straightforward ways that immediately came to mind… 1) Stopping Users […]
READ MOREQuoteWerks sales quotation software video
Dec 10, 2009
QuoteWerks sales quotation software from Hilltops IT. QuoteWerks not only help you create great looking quotes fast, but also provides a central point for you to organise your products, and record quote, order and invoicing history. QuoteWerks is a seamless extension to most contact management solutions to aid managing the sales process and an essential […]
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