QUOTEWERKS: v4.0 build 45 released

The new release of QuoteWerks v4.0 contains the following:

New Features

1. When creating Sales Opportunities in MS CRM, QuoteWerks now supports custom CRM Opportunity Rating Codes in addition to the standard codes of "Hot", "Warm", and "Cold". [Service Release: 45.01]

2. Added support for Outlook 2007 Business Contact Manager (BCM). The integration includes:
a) The currently open Outlook BCM Contact or Account can be pulled into the quote.
b) The Business Contacts and Accounts can be searched to find Contacts or Accounts to pull into the quote.
c) When searching for contacts, subfolders within the specified Outlook BCM Accounts or Contacts folder are included in the search.
d) QuoteWerks will create/update linked documents (as Outlook journal entries) in Outlook BCM.
e) QuoteWerks will create/update a follow up call (as an Outlook appointment) in Outlook BCM.
f) QuoteWerks will create/update Sales Opportunities (as an Outlook BCM opportunity) in Outlook BCM.
g) The QuoteWerks DataLink feature can be used with Outlook BCM enabling you to retrieve information like Terms and shipping method from the Outlook BCM contact into the quote.
h) When printing, QuoteWerks can retrieve data from Outlook BCM and include it in the printed output.

3. Online Ordering module can place online orders with Ingram Micro (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules). Order items from a single order, or combine items from multiple QuoteWerks orders into a single Ingram Micro order. This will save you the time and hassle of calling your Ingram Micro sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and Ingram Micro sales order number will automatically be stored with your QuoteWerks order for reference. When placing Ingram Micro online orders electronically through QuoteWerks, there is an option that will let you place the order on hold. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service! Supports government and educational pricing.

4. Online Ordering module can place online orders with SYNNEX (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules). Order items from a single order, or combine items from multiple QuoteWerks orders into a single SYNNEX order. This will save you the time and hassle of calling your SYNNEX sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and SYNNEX sales order number will automatically be stored with your QuoteWerks order for reference. When placing SYNNEX online orders electronically through QuoteWerks, there is an option that will let you place the order on hold. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service! Supports vendor promotion, government, and educational pricing.

5. When no documents are open, the FileNew and FileOpen menus now have shortcut keys CTRL-N and CTRL-O respectively.

6. The Bundles window (ProductsBundles menu), Configurations window (ProductsConfigurator menu), Required Items window (ProductsRequired Items menu), Optional Items window (ProductsOptional Items menu), and Substitute Items window (ProductsSubstitute Items menu) are now all resizable.

7. Added macro fields &DH_&SoldToFirstName, &DH_&SoldToLastName, &DH_&ShipToFirstName, &DH_&ShipToLastName, &DH_&BillToFirstName, and &DH_&BillToLastName.


Misc Features

1. The fields on the SoldTo/ShipTo tab, SaleInfo, Notes, and Custom tabs now limit the number of characters that can be entered based on the size of the field in the database. [Service Release: 45.01]

2. The Required Items window (ProductsRequired Items menu), Optional Items window (ProductsOptional Items menu), and Substitute Items window (ProductsSubstitute Items menu) have been re-designed.

3. When creating a Bundle, the maximum length of the Bundle name was increased from 40 to 255 characters.

4. Added new Technical support Debug Command for changing seed numbers.


Fixes

1. For MSCRM 1.2 users, when closing an opportunity, the Actual Close Date was not being populated. [Service Release: 45.01]

2. If the FileConvert to Lost Sale menu was selected for a document that did not have a contact linked to it, an error would be displayed. [Service Release: 45.01]

3. When doing a FileSave As and choosing "Assign new Project #", a new project number was not being generated. [Service Release: 45.01]

4. In the Layout Designer when inserting fields, if the CustomNumber03, CustomNumber04, or CustomNumber05 labels (In the DocumentItems or Products tables) were renamed, the label name did not display next to the field like "CustomNumber03 (Size)". [Service Release: 45.01]

5. When editing a Management Report on the Filter tab, DocumentItems macros like &LineAttributesOption were being listed as available fields. [Service Release: 45.01]

6. For SalesLogix users, issue with German / European decimal and date formatting when creating SalesLogix Opportunities.

7. On some machines, Would receive "Run-time error '339': Component 'comctl32.ocx' or one of its dependencies not correctly registered: a file is missing or invalid" when downloading the price file from SYNNEX FTP site.

8. In the Open Export Module wizard, the title bar would repeat the step like "- Step 1: Step1".


Users with valid UMP subscriptions can download and install this latest QuoteWerks build from by clicking the link.

For new users and for users looking for additional help with their QuoteWerks setup or require training, consultancy or development services, then please don't hesitate to contact us on +44(0) 1782 564252.

BLOG: QuoteWerks award press release - Steve's photo shoot!

Steve (Siggs) poses with the award and certificate presented to Hilltops IT from Aspire Technologies Inc as 2008 QuoteWerks Top 10 International Sales Partner winner.

Says Steve: "This is the third consecutive year that Hilltops IT has been given the QuoteWerks Top 10 International Sales Partner award. With an increasingly large team and an increasing portfolio of QuoteWerks training courses, products which work alongside QuoteWerks, QuoteWerks report layouts, QuoteWerks development utility add-ons and the Hilltops IT team's individual QuoteWerks consultancy skills, etc, we're certainly aiming to make it for a fourth consecutive year in 2009!"

Hilltops IT has been approached by Vistage - chief executives organisation to do some joint marketing of the achievement. You can see the pictures below; the press release is expected to be issued towards the end of the month and sent to various local and national magazines and newspapers.

QUOTEWERKS: Business Intelligence reports

Please find below a couple of formulae you could add as page footers to your QuoteWerks management reports to give them an added bit of professionalism...

Just open your QuoteWerks document layout, click the formula button, give the formula a name (i.e. "PAGE_X_OF_Y"), click OK and copy/paste the formula in.

PAGE_X_OF_Y:

"Page "+text(sys->page)+" of "+text(sys->page_count)

DATE_TIME:

"Report Produced: "+text(day(sys->date))+"/"+text(month(sys->date))+"/"+first(text(year(sys->date)),2)+last(text(year(sys->date)),3)+" "+text(sys->time)PRODUCED_BY:"Report Produced By: "+application->loggedinusername+" - "+application->loggedinuseremail

For further assistance with QuoteWerks document and report layout authoring, please do not hesitate to get in touch with us on 0844 357 7360 or 01782 721301 or email sales@hilltopsit.co.uk as well as having a host of report layout examples that we have developed over the years, we offer very competitive hourly rates for building layouts and reports specific to your business's requirements.

We look forward to hearing from you!

QUOTEWERKS: Getting the address on documents to "look right"

Are you struggling to get the address on your QuoteWerks document layouts to "look right"?

With all the fields available - Address1, Address2, Address3, City, State, Zip and Country - an actual address might be held in just a few or all seven of these fields.

Then try these formulae - just open your QuoteWerks document layout, click the formula button, give the formula a name (e.g. "SOLDTO_ADDRESS"), click OK and copy/paste the formula in.

Sold To:
documentheaders->soldtoaddress1+(.if.(documentheaders->soldtoaddress1="".or.documentheaders->soldtoaddress2="").then."".else.", ")+documentheaders->soldtoaddress2+addline(documentheaders->soldtoaddress3)+addline(documentheaders->soldtocity)+addline(documentheaders->soldtostate+(.if.(documentheaders->soldtostate="".or.documentheaders->soldtopostalcode="").then."".else.", ")+documentheaders->soldtopostalcode)+addline(documentheaders->soldtocountry)

Ship To:
documentheaders->shiptoaddress1+(.if.(documentheaders->shiptoaddress1="".or.documentheaders->shiptoaddress2="").then."".else.", ")+documentheaders->shiptoaddress2+addline(documentheaders->shiptoaddress3)+addline(documentheaders->shiptocity)+addline(documentheaders->shiptostate+(.if.(documentheaders->shiptostate="".or.documentheaders->shiptopostalcode="").then."".else.", ")+documentheaders->shiptopostalcode)+addline(documentheaders->shiptocountry)

Bill To:
documentheaders->billtoaddress1+(.if.(documentheaders->billtoaddress1="".or.documentheaders->billtoaddress2="").then."".else.", ")+documentheaders->billtoaddress2+addline(documentheaders->billtoaddress3)+addline(documentheaders->billtocity)+addline(documentheaders->billtostate+(.if.(documentheaders->billtostate="".or.documentheaders->billtopostalcode="").then."".else.", ")+documentheaders->billtopostalcode)+addline(documentheaders->billtocountry)

For further assistance with QuoteWerks document and report layout authoring, please do not hesitate to get in touch with us on 0844 357 7360 or 01782 721301 or email sales@hilltopsit.co.uk as well as having a host of report layout examples that we have developed over the years, we offer very competitive hourly rates for building layouts and reports specific to your business's requirements.

We look forward to hearing from you!