Adding a Product/Service
Items can be added to the document in multiple ways ways, including:
•On the fly: Manually type items into the DocumentItems tab
•Quick Lookup: Lookup item based on part number or description and add it to the quote without having to search.
•Copying from Excel sheet: Use the Paste Special Wizard to copy and paste items from vendor quotes into your QuoteWerks document.
•Adding Items from Products/Services Database: Search and select items to use in a document from setup and created item databases.
•Using Templates: Create Template documents pre-loaded with products and services and specific formatting options.
The most common way to add an item is from a Product/Service Database. To search for items in a database, click on the [Products] button on the main toolbar:
This will display the Product Lookup window, which includes the Etilize Sourcing panel. The default database called "Our Products" will be open. This database contains some sample audio/visual products.
Click on a product in the list and click on the [Select/Add] button to add the product to your quote.
You can find an item to add to the quote by:
•Looking through a list of folders that your items are organized in
•Typing in information such partial part numbers and partial descriptions to find a match
•Sorting "on the fly," and then scrolling through the list
•Bundles: Create a group or kit of products/services that are bundled together.
•Configurations: The Configurator simplifies building a quote by presenting the user with a list of products to choose from, step by step.
•Templates: Create standard quote documents for users to start from instead of starting from scratch for each document
•Foreign Currency Support