Please enable JavaScript to view this site.

QuoteWerks Help
Version 25 (Build 1.03) 
December 9, 2024
  •      

Each product has many data fields, which allow you to store information about the product. Since all businesses sell different products and services, there are 14 custom text, 5 custom number, 2 custom date, and 2 custom memo fields on the Custom tab which allow you to store custom information that there is not already a data field for.

For example you may want to track the “color” of the product. Since there is no color field in the QuoteWerks product database, you can rename one of the CustomText fields to “Color”, and then store the color of your product in that field.

The Custom Memo fields could be used to hold alternate language descriptions. In addition, Custom Memo fields can hold 32,000 characters of text.

To rename the custom fields, hold down the CTRL key and double-click on a Custom label to rename the label to reflect the information that you will be storing in that Custom field. Only users with Master Rights have this ability.

Note:Renaming a Custom field affects all of the products in the product database. Each product cannot have its own unique Custom Field labels.
Note:The information stored in these Custom fields can be searched for from the Product Lookup window by clicking on the [More] button.