You are here:  QuoteWerks Help > CHAPTER 5: Working with Document Items > Adding, Editing, and Deleting Line Items >

Edit Menu

Print this Topic Previous pageReturn to chapter overviewNext page
Expand All   Collapse All

The QuoteWerks Edit Menu is accessed by clicking on the Edit Menu option at the top of the program or by right-clicking on the DocumentItems tab.  The Edit menu contains quite a bit of functionality and features.  Below is a list of the features and the corresponding keyboard shortcut for them (if applicable).

 

Edit Menu Features

Cut: CTRL+X or Edit->Cut: Will cut selected data or line items

Copy: CTRL+C or Edit-> Copy: Will copy the selected data or line items

Paste: CTRL+V or Edit-> Paste: Will paste copied/cut data into document

Paste Special: Edit-> Paste Special: Use the Paste Special Wizard to copy and paste data from outside sources such as Excel

Append Paste: Edit-> Append Paste: Paste the copied/cut data at the end of the document

Insert Paste: CTRL+E or Edit->Insert Paste: Paste the copied/cut data at the top of the document or where the selection is highlighted

Select All: CTRL+A or Edit-> Select All: Select all line items on the document

Select Special: CTRL+F or Edit-> Select Special: Use the Select Special function to highlight specific columns in the DocumentItems tab.

Edit Product/Service Properties: Edit-> Edit Product/Service Properties: Use the formula lines to calculate the price as a formula-based unit price rather than having it be a static value.

Change Line Type: Edit-> Change Line Type: Change the line type between Product/Service, Comment, or Heading.

Edit Line Attributes: CTRL+R or Edit-> Edit Line Attributes: Edit the attributes of the selected line(s) on the DocumentItems tab.

Insert Blank Line: CTRL+I or Edit-> Insert Blank Line: Insert a blank line item on the DocumentItems tab to top of document or on top of highlighted selection.

Insert Comment: CTRL+M or Edit-> Insert Comment: Insert a blank comment line on the DocumentItems tab to top of document or on top of highlighted selection.

Insert Heading: CTRL+H or Edit-> Insert Heading: Insert a blank heading line on the DocumentItems tab to top of document or on top of highlighted selection.

Add Product/Service: Edit-> Add Product/Service: Opens Product Lookup window.

Add Blank Line: CTRL+B or Edit-> Add Blank Line: Adds blank line item to DocumentItems tab at end of document or underneath highlighted selection.

Add Comment: Edit-> Add Comment: Adds comment line to DocumentItems tab at end of document or underneath highlighted selection.

Add Formula: Edit-> Add Formula: Adds a formula line to DocumentItems tab at end of document or underneath highlighted selection.

Add % Discount: Edit-> Add % Discount: Adds a % discount line to DocumentItems tab at end of document or underneath highlighted selection.

Add % Charge: Edit-> Add % Charge: Adds a % charge line to DocumentItems tab at end of document or underneath highlighted selection.

Add Heading: Edit-> Add Heading: Adds a heading line to DocumentItems tab at end of document or underneath highlighted selection.

Add Subtotal: CTRL+T or Edit-> Add Subtotal: Adds a subtotal line to DocumentItems tab at end of document or underneath highlighted selection.

Add Running Subtotal: Edit-> Add Running SubTotal: Adds a running subtotal line to DocumentItems tab at end of document or underneath highlighted selection.

Add Summary Line: Edit-> Add Summary Line: Adds a summary line to DocumentItems tab at end of document or underneath highlighted selection.

Delete Line: CTRL+D or Edit-> Delete Line: Deletes selected line item(s) from DocumentItems tab.

Clear Line: CTRL+K or Edit-> Clear Line: Clears all of the data from the line item including description, price, etc.

Convert to Group: CTRL+ G or Edit-> Convert to Group: Converts two or more items into a group.

Apply Cost Modifier: Edit-> Apply Cost Modifier: Will apply a cost modifier across selected items on DocumentItems tab.

Apply Price Modifier: Edit-> Apply Price Modifier: Will apply a price modifier across selected items on DocumentItems tab.

Apply Quantity: Edit-> Apply Quantity: Will apply the quantity across selected items on DocumentItems tab.

Zoom Description: Edit-> Zoom Description: Will display the zoom description window for the selected item.

Version 5.2 (Build 8.12)  - July 7th, 2017