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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. |