QuoteWerks - Version 4.0

Document Status of converted quote now updated

With Version 4.0, when you convert a quote to an order or an order to an invoice, QuoteWerks will automatically change the Doc Status of the previous document you converted from (if you choose to preserve the previous document).  This will allow you to run reports on what you have converted from quotes to orders or orders to invoices with ease.  In Version 3.0, if you choose to preserve your documents, you had to manually find the quote, open the quote, change the Doc Status in the preserved document, and save it.  If you forgot to do this, your report would not display the proper values.


 

 

This page last updated 05-30-2007.