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).
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: Edit-> Select Special: Use the Select Special function to highlight specific columns in the DocumentItems tab. Find: CTRL+F or Edit-> Find: Use the Find feature to search the line items in the open document. 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 Section Header: Edit-> Insert Section Header: Inserts a section header line type on the DocumentItems tab to current selection on the document. 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. 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 Section Header: Inserts a section header into the document. 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 Multi-Line Changes: Edit-> Apply Multi-Line Changes: Will apply changes to selected items on DocumentItems tab (such as quantity, vendor name, etc). 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. Value List: Edit-> Value List: Will display the F2 Lookup list for the selected column. |
Edit Menu Behaviors for Line Items
When adding line items, comments, headings, etc. knowing how those lines will be added to the document is very important. Below is a breakdown of the behavior of the line types when added to a document.
Insert Section Header (if row selected, inserts above that row, otherwise inserts above that row that currently has the cursor)
Insert Heading (if row selected, inserts above that row, otherwise inserts above that row that currently has the cursor)
Insert Blank line (if row selected, inserts above that row, otherwise inserts above that row that currently has the cursor)
Insert Comment (if row selected, inserts above that row, otherwise inserts above that row that currently has the cursor)
Add Blank line (if row selected, adds below, if not then appends to the end of quote)
Add Comment (if row selected, adds below, if not then appends to the end of quote)
Add Heading (if row selected, adds below, if not then appends to the end of quote)
Add Product/Service (loads product lookup window, then appends selected product to the end of quote)
Add %Discount (if row selected, adds below, otherwise adds below the line that currently has the cursor)
Add %Charge (if row selected, adds below, otherwise adds below the line that currently has the cursor)
Add Subtotal (if row selected, adds below, otherwise adds below the line that currently has the cursor)
Add Running Subtotal (if row selected, adds below, otherwise adds below the line that currently has the cursor)
Add Summary Line (if row selected, adds below, otherwise adds below the line that currently has the cursor)