QuoteWerks Link - Revision history

Dina at 13:36, 8 July 2020

2020-07-08T13:36:20Z

Dina at 18:32, 11 May 2020

2020-05-11T18:32:50Z

← Older revision		Revision as of 18:32, 11 May 2020
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	* Create New Quote and link to selected Opportunity		* Create New Quote and link to selected Opportunity

	[[File:~~Qw_commitcrm_to_qw_menu~~.~~gif~~]]		[[File:Qw_crm_to_qw_menu.png]]
	<br>		<br>
	See details about each option below.		See details about each option below.
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	* Create new Product/Parts Charge from Linked Documents (Quote)		* Create new Product/Parts Charge from Linked Documents (Quote)

	[[File:~~Qw_to_commitcrm_menu~~.~~gif~~]]		[[File:Qw_to_crm_menu.png]]

	To work in this mode, use the left QW icon.		To work in this mode, use the left QW icon.

Dina at 13:29, 30 March 2020

2020-03-30T13:29:41Z

← Older revision		Revision as of 13:29, 30 March 2020
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	To export your Items to QuoteWerks use the following menu option: ''Tools > Options > Export CommitCRM Items to a QuoteWerks Product Source File.'' <br>		To export your Items to QuoteWerks use the following menu option: ''Tools > Options > Export CommitCRM Items to a QuoteWerks Product Source File.'' <br>

	[[File:~~Quotewerk_link_export_items_from_commitcrm~~.png]]		[[File:Quotewerk_link_export_items_from_crm.png]]
	<br>		<br>

Dina at 11:57, 30 March 2020

2020-03-30T11:57:32Z

← Older revision		Revision as of 11:57, 30 March 2020
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	*Charges of an existing Ticket		*Charges of an existing Ticket

	[[File:~~QuoteWerks_link_import_lines_to_commitcrm~~.png]]		[[File:QuoteWerks_link_import_lines_to_crm.png]]
	<br><br>		<br><br>

Dina: /* Importing QuoteWerks quote lines as Charges to CommitCRM */

2016-01-10T14:30:36Z

Importing QuoteWerks quote lines as Charges to CommitCRM

← Older revision		Revision as of 14:30, 10 January 2016
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	[[File:QuoteWerks_link_import_lines_to_commitcrm.png]]		[[File:QuoteWerks_link_import_lines_to_commitcrm.png]]
			<br><br>

	'''1. Convert a QuoteWerks Quote into a New Ticket with Charges.'''		'''1. Convert a QuoteWerks Quote into a New Ticket with Charges.'''
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	<br>		<br>
	[[File:Quotewerks_quote_to_new_ticket_step3.png]]		[[File:Quotewerks_quote_to_new_ticket_step3.png]]
	<br>		<br><br>

	'''2. Convert a QuoteWerks Quote into a New Contract with Charges'''		'''2. Convert a QuoteWerks Quote into a New Contract with Charges'''

	This option will create a Contract based on the quote details, and Contract-Price Charges that are automatically linked to the Contract, based on the quote lines.		This option will create a Contract based on the quote details, and Contract-Price Charges that are automatically linked to the Contract, based on the quote lines.
	In the wizard that opens:		In the wizard that opens:
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	Click Create Contract & Charges to finalize the operation.		Click Create Contract & Charges to finalize the operation.
	'''Note''': In some cases you may want to convert the Contract-Price Charges to regular charges, if you want to renew the contract and you don’t want these Charges copied to the new Contract. See [[Contract-Price_Charges#Converting_Contract-Price_Charge_to_a_Regular_Charge\|Converting Contract-Price Charge to a Regular Charge]] for more details.		'''Note''': In some cases you may want to convert the Contract-Price Charges to regular charges, if you want to renew the contract and you don’t want these Charges copied to the new Contract. See [[Contract-Price_Charges#Converting_Contract-Price_Charge_to_a_Regular_Charge\|Converting Contract-Price Charge to a Regular Charge]] for more details.
			<br><br>

	'''3. Convert a QuoteWerks Quote into a New QuickBooks/Xero invoice'''		'''3. Convert a QuoteWerks Quote into a New QuickBooks/Xero invoice'''

	This option will create Charges from quote lines and also create an invoice in your accounting system (QuickBooks Desktop/QuickBooks Online/Xero) for the quote. All billable Charges are marked as Billed automatically.		This option will create Charges from quote lines and also create an invoice in your accounting system (QuickBooks Desktop/QuickBooks Online/Xero) for the quote. All billable Charges are marked as Billed automatically.
	In the wizard that opens select an Account and click ‘Next’:		In the wizard that opens select an Account and click ‘Next’:
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	Click ‘Generate QuickBooks Invoice’ to finalize the action.		Click ‘Generate QuickBooks Invoice’ to finalize the action.

	<br>		<br><br>

	'''4. Convert a QuoteWerks Quote into Charges of an Existing Account or Contract'''		'''4. Convert a QuoteWerks Quote into Charges of an Existing Account or Contract'''

	This option will create Charges from quote lines and will allow to link them to an existing Account or Contract. Select Account, Contract and set additional details which will be used for each of the Charges that will be created and click ‘Create Charges’:		This option will create Charges from quote lines and will allow to link them to an existing Account or Contract. Select Account, Contract and set additional details which will be used for each of the Charges that will be created and click ‘Create Charges’:
	<br>		<br>
	[[File:Quotewerks_quote_to_account_charges_.png]]		[[File:Quotewerks_quote_to_account_charges_.png]]
	<br>		<br><br>

	'''5. Convert a QuoteWerks Quote into Charges of an Existing Tickets.'''		'''5. Convert a QuoteWerks Quote into Charges of an Existing Tickets.'''

Dina: /* CommitCRM-QuoteWerks Link - Item settings */

2016-01-10T14:26:53Z

CommitCRM-QuoteWerks Link - Item settings

← Older revision		Revision as of 14:26, 10 January 2016
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	You should also select default CommitCRM Items that will be used in cases where the system cannot match the Product used in QuoteWerks to a parallel Item in CommitCRM.		You should also select default CommitCRM Items that will be used in cases where the system cannot match the Product used in QuoteWerks to a parallel Item in CommitCRM.
	* If no default Items will be selected, CommitCRM will automatically create those.		Note: If no default Items will be selected, CommitCRM will automatically create those.
			<br><br>

	'''Matching Products and Items'''<br>		'''Matching Products and Items'''<br>
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	When selecting product for the line, ‘Vendor’ field is populated with Products list name:		When selecting product for the line, ‘Vendor’ field is populated with Products list name:
	[[File:QuoteWerks_quote_vendor_name.png]]		[[File:QuoteWerks_quote_vendor_name.png]]
	<br>		<br><br>

	You can rename existing Products list in QuoteWerks using ''Products menu > Setup Product Sources'':		You can rename existing Products list in QuoteWerks using ''Products menu > Setup Product Sources'':
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	[[File:QuoteWerks_edit_products_list.png]]		[[File:QuoteWerks_edit_products_list.png]]
	<br>		<br>



	=Using CommitCRM-QuoteWerks Link=		=Using CommitCRM-QuoteWerks Link=

Dina: /* Using CommitCRM Items in QuoteWerks */

2016-01-10T14:15:22Z

Using CommitCRM Items in QuoteWerks

← Older revision		Revision as of 14:15, 10 January 2016
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	This file will be used by QuoteWerks.		This file will be used by QuoteWerks.

	'''Important Notes'''		'''Important Notes:'''<br>

	(i) You must COPY this file to another folder and ONLY open it in QuoteWerks (see below) from the folder it was copied to and NOT from the above location.		(i) You must COPY this file to another folder and ONLY open it in QuoteWerks (see below) from the folder it was copied to and NOT from the above location.


	(ii) When QuoteWerks is used over the network by multiple users, each user should open a SEPARATE copy of this file. This means that each user should use a separate Product List pointing to their own instance/copy of this file.		(ii) When QuoteWerks is used over the network by multiple users, each user should open a SEPARATE copy of this file. This means that each user should use a separate Product List pointing to their own instance/copy of this file.
			<br><br>

	'''Creating a Product List in QuoteWerks:'''		'''Creating a Product List in QuoteWerks:''' <br>

	Open QuoteWerks and activate the following menu option: ''Products > Setup Product Sources''		Open QuoteWerks and activate the following menu option: ''Products > Setup Product Sources''
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	<br>		<br>
	Done!		Done!



	==CommitCRM-QuoteWerks Link - Item settings ==		==CommitCRM-QuoteWerks Link - Item settings ==

Dina: /* Importing QuoteWerks quote lines as Charges to CommitCRM */

2016-01-08T20:39:50Z

Importing QuoteWerks quote lines as Charges to CommitCRM

← Older revision		Revision as of 20:39, 8 January 2016
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	=Using CommitCRM-QuoteWerks Link=		=Using CommitCRM-QuoteWerks Link=

	==~~'''~~Importing QuoteWerks quote lines as Charges to CommitCRM~~'''~~==		==Importing QuoteWerks quote lines as Charges to CommitCRM==

	QuoteWerks quote lines can be converted into billable Charges in CommitCRM.		QuoteWerks quote lines can be converted into billable Charges in CommitCRM.

Dina: /* Using CommitCRM-Quote Link */

2016-01-08T16:09:29Z

Using CommitCRM-Quote Link

← Older revision		Revision as of 16:09, 8 January 2016
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	=Using CommitCRM-~~Quote~~ Link=		=Using CommitCRM-QuoteWerks Link=

	=='''Importing QuoteWerks quote lines as Charges to CommitCRM'''==		=='''Importing QuoteWerks quote lines as Charges to CommitCRM'''==

Dina: /* Setup */

2016-01-08T16:05:24Z

Setup

← Older revision		Revision as of 16:05, 8 January 2016
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	# Once the sale is approved, create a Charge in CommitCRM to bill your customer, based on the quote's total amount.		# Once the sale is approved, create a Charge in CommitCRM to bill your customer, based on the quote's total amount.

	=Setup=		==Setup==
	Basic options like creating a new Quote or linking to a Quote '''do not require''' any special settings on QuoteWerks in order for the link to work.		Basic options like creating a new Quote or linking to a Quote '''do not require''' any special settings on QuoteWerks in order for the link to work.
	<br><br>		<br><br>