QuoteWerks Document Split Module
For use by:
- Any business that uses QuoteWerks.
- Users that would like to enhance the capabilities of QuoteWerks and improve their office efficiency still further.
- Users that want to achieve even greater productivity from their day.
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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.
- 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.
- 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.
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