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Chat with UsMass updating Document Statuses using QuoteWerks Medic Utility
Jan 30, 2012
We’ve had several enquiries over the years from QuoteWerks users wanting to update old Quote documents en-masse to archive them off with a “Closed” Status. The QuoteWerks Medic Utility offers several pre-defined mass update options, but there’s no specific update to change a Document Status, so you’ll need to use the ‘Advanced Queries’ option within […]
READ MOREChanging 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 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 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 MOREQuoteWerks v4.6 beta with QuoteValet integration first impressions
Nov 21, 2010
First things, first… What’s in QuoteWerks v4.6? The headlines are: Peer Reviews and Approvals HTML email Microsoft Word merging And what is QuoteWerks ‘QuoteValet’? QuoteWerks QuoteValet is the new online quote delivery and acceptance vehicle for QuoteWerks sales quoting solution – it allows the QuoteWerks user to publish their sales quotation to a website for […]
READ MOREFurther QuoteWerks QuoteValet information released
Nov 10, 2010
More information regarding the release of QuoteWerks QuoteValet has been made available to the public and Hilltops IT are pleased to share this information with you below. What is QuoteWerks QuoteValet? QuoteWerks QuoteValet is the new online quote delivery and acceptance vehicle for QuoteWerks sales quoting solution from Aspire Technologies and will be available with […]
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