Overview

ConnectIt-Workflow QuoteWerks Document Split Module allows the QuoteWerks user to partially convert a quote or order for partial-ordering or partial-invoicing purposes.

ConnectIt-Workflow QuoteWerks Document Split Module tracks the originally quoted/ordered quantity against the quantities appended to partial orders/invoices. One or more QuoteWerks documents can be created from the original immediately or over time.

Key Benefits

• Removes the need for manual conversion and duplication of documents when the QuoteWerks user wants to part-order or part-invoice.
• Avoids items on a quote/order not being ordered/invoiced by tracking the quantities that were originally quoted/ordered against the quantities ordered/invoiced.
• Straightforward to install and set up with user-friendly configuration screens and lots of options to get ConnectIt-Workflow QuoteWerks Document Split Module working for your business.

Key Features

• Checks the source QuoteWerks Document Type and Status before creating the specified new Document Type in QuoteWerks.
• Allows the user to set whether the total quantity from the QuoteWerks Document Line Item is allocated to the new Document, or just part.
• Tracks what Quantity of the QuoteWerks Document Line Items that have already been allocated and prompts the user if they over-allocate.
• Copies all information from the QuoteWerks Document Line Item - Part Number, Description, Cost Price, Selling Price, Vendor, Custom Text field values, etc.

Online Demos

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Screenshots

You can view screenshots, plus get a huge amount of information on every single option available within the ConnectIt software on our support resource page. On the Support Resources page, just click on ‘Workflow’ and scroll down to the Step-by-Step Guides section; the Workflow Management and Configuration documents provide the most information for you to get a better understanding of the ConnectIt software.

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Pricing

Click here to go to the ConnectIt-Workflow pricing page.

Download

Click here to download the latest version of the ConnectIt-Workflow software.

Support

If you already have (or would like to subscribe to) a support contract for your ConnectIt product, please contact us.

For documentation, including step-by-step guides and technical information, please refer to the Resources pages.

Or, to search the ConnectIt Support Knowledgebase, please click here!