You are here:  QuoteWerks Help > CHAPTER 3: Setting Up QuoteWerks > Options > Installation Tab

Select the Tools -> Options menu, then select Installation tab.

Documents

Document Number Prefix

All document numbers for quotes, orders, and invoices will start with a Document Number Prefix. This prefix is particularly useful when you install QuoteWerks in more than one location, because each location will have a different document number prefix, which ensures unique document numbers across multiple QuoteWerks installations.

This prefix will be different depending upon what type of QuoteWerks installation it is:

1.Master installation

When you install a single-user or master network installation of QuoteWerks, the prefix will default to “AAA.” You can change it to an alternate three-digit prefix by clicking the […] button next to the Document Number Prefix field.

2.Remote site installation

When you install QuoteWerks and activate it with a Remote Site License Key, you’ll use the three-digit document number prefix specified in the Remote Site License Key in the Document Number Prefix field. This can’t be changed.

3.Remote PC installation

When you install QuoteWerks and activate it with a Remote PC License Key, a four-digit document number prefix will generate based on the username used to create the License Key. The document number prefix can’t be changed.

Revision Sequence Type

In this field, you can specify whether you’d like to use an "Alpha" or "Numeric" revision sequence. When you save a quote as a revision, QuoteWerks will append a “-1” or “-A” to the original quote number to signify the revision.

Next QUOTE, ORDER, and INVOICE number sequence

Here, you can change the starting unique number sequence for quotes, orders, invoices, and/or purchase orders.

Next PO number sequence

Here, you can set the purchase-order number sequence you'll use when creating QuoteWerks electronic and manual purchase orders.

Check for in-use documents

When this box is checked, QuoteWerks will display a read-only version of documents that are currently open by another user. Since this feature requires extra database queries, there will be a small performance decrease when this option is enabled, so this feature has been added as an option.

Hide 'Bill to' fields

QuoteWerks has three sets of contact fields under the Quote Workbook’s Sold to / Ship to tab: Sold to, Ship to, and Bill to. If you don’t need three sets of contact fields, select this option, and the Bill to fields won’t display.

Disable ManufacturerPartNumber Dropdown List

When this box is checked, QuoteWerks will no longer display the drop-down list for part numbers on the manufacturer part number field for line items in the quote.  This should only be checked if you have a product database in QuoteWerks with 15,000 products or more.

Converting Documents

There are several options that affect the document number of quotes, orders, and invoices as they are converted.

Quotes, Orders, and Invoices use different number sequences

If you select this option, QuoteWerks generates sequential numbers for the documents it creates automatically. Quotes, orders, and invoices will each have their own number sequence. Quotes will start with “Q1001,” orders with “O1001,” and invoices with “I1001.” If this option isn’t selected, then all document types (quotes, orders, and invoices) will use the quote-number sequence starting with “Q1001.”

Keep the Same Numeric Sequence and Change Document-Type Designator

If you select this option, as you convert a quote to an order, QuoteWerks will keep the same numeric portion of the quote number (like the “1001” in “Q1001”) and change the “Q” document designator to an “O”, resulting in order #O1001.

Preserve Quote when Converting to Order or Invoice

When converting a quote to an order (File -> Convert to Order menu), you can use this option to determine if QuoteWerks should preserve the quote when converting it to an order so you end up with two documents: the original quote and resulting order. Your other option is to convert the existing quote to an order so you end up with only one document (the order).

Preserve Order when converting to Invoice

When converting a quote/order to an invoice (File -> Convert to Invoice menu), you can use this option to determine if QuoteWerks should preserve the quote/order when converting it to an invoice so you end up with two documents: the original quote/order and resulting invoice. Your other option is to convert the existing quote/order to an invoice so you end up with only one document (the invoice).

Scenarios using Different Converting Documents Combinations

You can set each of the options under the Installation tab described above in different combinations. To help you understand how these options work together, we’ve put together a set of scenarios illustrating the starting quote number and resulting order number (when converting a quote to an order) based on different option combinations.

Scenario 1

Starting Quote #: AAAQ1002
Resulting Order #: AAAO1009

In this example, the existing quote number (AAAQ1002) will remain, and a new order will be created using the next available order-number sequence, with the “O” status letter resulting in an order number of AAAO1009 (for example).

Scenario 2

Starting Quote #: AAAQ1002
Resulting Order #: AAAO1002

In this example, the existing quote number (AAAQ1002) will remain, and a new order will be created with order number AAAO1002. QuoteWerks starts with the quote number AAAQ1002 and changes the document-type designator from a “Q” to an “O”, resulting in order number AAAO1002.

Scenario 3

Starting Quote #: AAAQ1002
Resulting Order #: AAAO1009

In this example, the next available order-number sequence will be used with the “O” status letter, resulting in an order number of AAAO1009 (for example). Also, the original quote will be deleted.

Scenario 4

Starting Quote #: AAAQ1002
Resulting Order #: AAAQ1002

In this example, the quote number AAAQ1002 will be used as the order number, so the order number will be AAAQ1002.

Scenario 5

Starting Quote #: AAAQ1002
Resulting Order #: AAAO1002

In this example, QuoteWerks starts with the quote  number AAAQ1002 and changes the document type designator from a “Q” to an “O”, resulting in the order number AAAO1002. Also, the original quote will be deleted.

Scenario 6

Starting Quote #: AAAQ1002
Resulting Order #: AAAQ1004

In this example, the existing quote number (AAAQ1002) will remain, and a new order will be created using the next available quote-number sequence, with the “Q” status letter resulting in an order number of AAAQ1004 (for example).

 

Allocate Inventory for Orders

Select this checkbox to automatically select Allocate Inventory for this Order on the Convert this Quote to an Order window. See Orders for more information about this option.

Allocate Inventory for Invoices

Select this checkbox to automatically select Allocate Inventory for this Invoice on the Convert this Quote to an Invoice window. See Invoices for more information about this option.

Remove Non-Selected Optional Items when converting

Select this checkbox to automatically remove any non-selected optional items from a quote under its Line Attributes when converting it to an order or invoice.

Don’t Assign New DocDate when converting to Order

Select this checkbox to a use the original Doc Date instead of the Converted On date for a quote that’s converted to an order.

Don’t Assign New DocDate when converting to Invoice

Select this checkbox to a use the original Doc Date instead of the Converted On date for a document that’s converted to an invoice.

Don't Unlock/Rescind Approval when converting to Order

Normally, when you convert a quote to an order, the new document can be modified. Checking this box will keep the order locked after it's converted from the quote.

Don't Unlock/Rescind Approval when converting to Invoice

Normally, when you convert a quote or order to an invoice, the new document can be modified. Checking this box will keep the invoice locked after it's converted from the quote or order.

 

Document Status Defaults

Documents have a Doc Type field that contains a value of "QUOTE", "ORDER", or "INVOICE". Documents also have a Doc Status field that allows you to set the status of the document. Depending upon the type of document, you can set default values for when the document is:

●newly created

●“converted” to another document type

●“lost”

 

'New' Quote

You’ll use the ‘New’ Quote document-status default to set a new quote’s status automatically. So, when you create a new quote by clicking New, it will have a status of Open, if you set that here as the ‘New’ Quote default status.

'Lost' Quote

You’ll use the ‘Lost’ Quote document-status default to automatically set the status of a quote when it’s a lost sale.

'Converted' Quote

You’ll use the ‘Converted’ Quote document-status default to automatically set the status of a quote when you convert it to an order or invoice. For example, if you convert a quote that has a status of Open to an order, QuoteWerks will change the document status from Open to whatever ‘Converted’ Quote status you set here.

'New' Order

You’ll use the ‘New’ Order document-status default to automatically set the status of a new order. So, when you create a new order by clicking the File -> New menu, then selecting ORDER from the Blank tab, the new order will have a status of Open (or whatever ‘New’ Order status you set here).

'Converted to' Order

You’ll use the ‘Converted to’ Order document-status default to set the status of an order you convert from a quote. For example, when you click the File -> Convert to Order menu, QuoteWerks will create a new order and set the document status to whatever ‘Converted to’ Order status you set here.

'Converted' Order

You’ll use the ‘Converted’ Order document-status default to set the status of an order you convert to an invoice. For example, if you have an order with a status of Open and you click the File > Convert to Invoice menu, QuoteWerks will change the document status from Open to whatever ‘Converted’ Order status you set here.

'New' Invoice'

You’ll use the ‘New’ Invoice document-status default to automatically set the status of a new order. So, when you create a new invoice by clicking the File -> New menu, then selecting INVOICE from the Blank tab, the new invoice will have a status of Open (or whatever ‘New’ Invoice status you set here).

'Converted to' Invoice

You’ll use the ‘Converted to’ Invoice document-status default to set the status of an invoice you convert from n order. For example, when you click the File -> Convert to Invoice menu, QuoteWerks will create a new invoice and set the document status to whatever ‘Converted to’ Invoice status you set here.

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