QuoteWerks Update Center
Version: 4.9 Build: 1 Implementation Date: 10/08/2013 Type: New View All Features in Build
For Tech Data Canada, the Excel formatted Tech Data Price Quotation that you receive from your Tech Data sales rep can now be imported into QuoteWerks.
Version: 4.8 Build: 5 Implementation Date: 06/03/2013 Type: New View All Features in Build
The Excel formatted Tech Data Price Quotation that you receive from your Tech Data sales rep can now be imported into QuoteWerks. If you have the QuoteWerks Real-time module and have entered Tech Data USA real-time credentials, a new "Import Tech Data Excel Quote" icon will appear above the DocumentItems grid. Just click on that and choose the Excel price quotation that you receive from your Tech Data sales rep and the quote will be imported into QuoteWerks. If you select a line in the quote before importing, the Tech Data price quote will be inserted above the selected line. If no line is selected then the quote will be imported at the end of the quote. The Tech Data quotation #, the shipping amount and the freight amount are inserted as a non-printing comment line for your reference. If there are any promo notes for the imported items they will appear in the Notes column for each line item. After the Tech Data Excel Price quote file is imported, it will be linked automatically on the File Links tab for future reference.
See a screenshot of this feature
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