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Quote/Order/Invoice Revisions
With Version 4.0, QuoteWerks now
supports revisions. This new feature will allow you to open up a saved
quote, make changes, and then save it as a revision. QuoteWerks will then
automatically save the quote with a new quote number that has either a
numeric or an alpha suffix (like –01 or –A). When converting quotes to
orders, all revisions are now automatically flagged as superseded. You
can easily view the history of all revisions giving you a complete
overview and control over all the revisions. In Version 3.0, you had
to manually create revisions with the File Save As option which did not
automatically number the revisions, or close them when converting quotes
to orders. This limited your ability to accurately report on revisions and
history of prior saved quotes. |