![codejock reportrecorditem edit options codejock reportrecorditem edit options](http://gingerscraps.net/gsblog/wp-content/uploads/2017/09/26-1-500x208.jpg)
- Codejock reportrecorditem edit options update#
- Codejock reportrecorditem edit options manual#
- Codejock reportrecorditem edit options full#
The HP configurator outputs a ManufacturerPartNumber only. QuoteWerks can now import this data as line items and automatically retrieve the price for these items from a QuoteWerks product database. The Cisco configurator outputs a ManufacturerPartNumber, Description, and Quantity. This feature can be useful for integrating with external software outputs like the Cisco and HP configurators. Static information such as descriptions, prices, etc can be pasted in and/or a part number can be used to retrieve all the product details from a product database. Improved Paste Special Wizard now supports the ability to copy data from outside of QuoteWerks and paste it into QuoteWerks as line items in the quote. Peachtree can now be used as a source of customer/contact information just like the integration to the contact management software! DataLink support has been added for Peachtree including ability to pull from ShipVia, BillToTaxCode, and Custom fields into the quote. QuoteWerks can link directly to the Peachtree product list (without the need to import the data) giving you access to real-time availability, part numbers, description, and pricing. There is now an option for 'Part Numbers are required for all items exported to Peachtree'. Purchase Orders can now be exported separately from the corresponding Invoice/Sales Order.
Codejock reportrecorditem edit options manual#
When exporting, if a manual sales rep id mapping is not found, you will be prompted to select the appropriate rep.
Codejock reportrecorditem edit options full#
There are now 5 sales rep id mapping options and the manual mapping now displays the Peachtree Sales Rep ID and Peachtree Sales Rep full name on the mapping window making it much easier to setup. The PO Good Through date passed to Peachtree is now 30 days from the export date. The invoice and SO due date is now based on the DocDueDate field on the Sale Info tab instead of just 30 days from the document date. The Peachtree link now has Purchase Order creation options of Never, Always, and Prompt.
![codejock reportrecorditem edit options codejock reportrecorditem edit options](https://www.indezine.com/products/powerpoint/learn/picturesandvisuals/images/r-r-e-pphotoalbum2013-02.jpg)
You can now choose which vendors you want to create purchase orders for instead of just all of them. Using this option, you no longer need to maintain a manual translation between vendor names and Peachtree Vendor ID's. When purchase orders are created in Peachtree, there is now an option to lookup the vendor full name in Peachtree to obtain the Vendor ID for the Peachtree Vendor. Grouped bundles can now be exported as a single line item in Peachtree. Item prices in Peachtree are also updated automatically. If an Inventory Item does not exist in Peachtree, QuoteWerks can now create items in Peachtree for you. Customer information is also updated automatically. If a customer does not exist in Peachtree, QuoteWerks can now create customers in Peachtree for you. You can now export batches of invoices/sales orders and/or purchase orders to Peachtree. This new Peachtree link uses the interactive Peachtree API instead of the older manual export and import methods which brings many new features and benefits.
![codejock reportrecorditem edit options codejock reportrecorditem edit options](https://www.adamenfroy.com/wp-content/uploads/kartra-page-edit-options-1.jpeg)
View all features/fixes from all builds of version 4.0ฤก. Version 4.0 Build 31.03 Summary 22 New, 32 Fixes, and 12 Miscellaneous features Released on
Codejock reportrecorditem edit options update#
Update Center home example: QuoteValet "payment option" -deposit