User is already logged into QuoteWerks message

Jun 18, 2015

This is a fairly rare issue when working with newer versions of QuoteWerks, but it can be very frustrating when it does occur! The issue may occur if a User’s system crashed or they switched off their PC without first logging out of QuoteWerks and requires you to manually delete the “.lck” file associated with […]

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QuoteWerks F2 lookup and double click does not work

May 19, 2015

This is another reasonable common query that our clients have which is usually due to the particular User’s Preference settings that is logged in on a particular workstation. Furthermore it will usually affect the User on any workstation that they try and if they log in as a.n.other User then QuoteWerks will probably behave as expected. Ref. […]

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Modifying the QuoteWerks Document Open screen grid columns

Apr 29, 2015

This can be achieved by modifying your User.ini file settings in the OpenWindowGridSettings section. Firstly, identify the name of your User.ini file by opening the Tools menu | My Preferences screen; you will find the ini file name at the bottom left:   Next, CLOSE QUOTEWERKS and locate the INI file which will be in […]

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Moving QuoteWerks Corporate Re-hosted to a New Server

Jan 09, 2015

Below we provide a summary of steps for moving QuoteWerks Corporate that has been re-hosted to SQL Server from one server to another. This is just a summary and we have provided some links to additional information from the QuoteWerks Help file and Knowledgebase. If there are steps that you would like clarification on or […]

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ConnectIt compatibility with QuoteWerks v5.0

Nov 14, 2014

We are pleased to announce that all ConnectIt products are fully compatible with the new QuoteWerks v5.0 release. This includes both Products which integrate Sage 50 Accounts, Sage 200 ERP, Pegasus Opera, Sage MAS90/200 ERP, websites, etc. plus our QuoteWerks Workflow add-ons and bespoke / custom developed offerings. No upgrades are required to ConnectIt Products – […]

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QuoteWerks ‘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 […]

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Modifying QuoteWerks QuoteValet to include a URL to Products

Oct 18, 2014

This blog article demonstrates how to modify the default QuoteWerks QuoteWerks web page HTML layout to include a URL to the Product on your (or your Suppliers) website for your prospect to click on for additional information. The following piece of HTML code is a snippet from our customised QuoteWerks QuoteValet page: <td class=”col-description”> <a […]

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Stock Adjustments and Email Alerts in ConnectIt

Oct 09, 2014

Further to requests from customers, we will imminently be introducing Sage Stock Adjustments and email alerts into the ConnectIt-Sage50 software. The Stock Adjustment features will provide an additional option off of the QuoteWerks Tools menu called “Create Stock in Sage”. When clicked, this option will open a screen listing the Products that are on the […]

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