quotewerks document split module
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 of quotewerks document split
- 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 of quotewerks document split
- 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.