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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
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To place an online order, select the Tools -> Purchasing menu. You will be prompted to close all open documents before proceeding.

The online ordering module reads all the item information from the database and updates the item(s) in the database with the order results. If any of the items that were updated were in an open order at the time, those changes may accidentally be overwritten. For this reason, QuoteWerks closes all open documents before proceeding.

Users can select documents based on a specific date or a range of dates by adjusting the date filter at the top of the Purchasing Window. Additionally, users can fitler by the customer by clicking on the drop-down of the “Select Customer” menu. Only customers and vendors within the filter date range are displayed.

 

See the following sub topics for next steps on ordering from D&H:

Selecting Items to Order

Completing the Online Order Form

Placing the Order