Document Items Tab

The DocumentItems Tab contains many of the same features as QuoteWerks Desktop.  Users are able to add multiple items, edit item descriptions, set pricing, set line attributes, cut, copy, paste, and more. Additionally, the Edit Menu is also available to use many of the same features as QuoteWerks Desktop.

Totals for Selected Items Display

Located above the Document Items tab, the totals bar displays the cost(s), price(s), list price(s), profit amount, profit margin, and commission for all items on the Document Items tab or the selected item(s). Click the Calculate button to refresh the pricing to see the totals update.

Grid Toolbar

 
The Grid Toolbar contains a number of quick use icons. These include:

•Product Sourcing

•Properties

•Attributes

•Wizard Actions

•Highlight Items

•Dependent Quantity Linking  

•Refresh Item Details

•Show/Hide Set Picture Panel

•Toggle Item Panel

•Toggle Description Panel

•Import SYNNEX Quote

•Add Item to RFQ or Invite More Vendors to Bid

•View RFQ Item in Vendor RFQ

•Toggle Large Text Boxes

•Undo Line Item Change

•Redo Line Item Change

Some of the quick use icons are explained in more detail below.

Product Sourcing Panel

The Product Sourcing button enables users with Real-Time licensing to view pricing and availability from connected product databases. You can easily determine what vendors have the item in stock and the price they are charging. You can also view any spec sheets associated with the selected item.

Toggle Item Panel

 
The Toggle Item Panel button enables users to see a vertical list of the available columns on the DocumentItems tab.  It makes it easier to change multiple fields for a single line item.  To use this, simply highlight the line item you would like to edit and click on the Toggle Item Panel icon.

Toggle Description Panel

 
The Toggle Description Panel button enables users to make a change to the item description in a larger window, similar to the zoom window in QuoteWerks Desktop.  This window will appear at the bottom of the document and allow for easier copying and pasting or be expanded to view the entire description for the item.  

Add Item to RFQ or Invite More Vendors to Bid/View RFQ Item in Vendor RFQ

The Add Item to RFQ or Invite More Vendors to Bid/View RFQ Item in Vendor RFQ buttons allow you to quickly interact with the VendorRFQ module. You must be licensed to use for VendorRFQ in order for these buttons to be functional.

Deposit Required

If you require a deposit from your customer, you can click on the ellipsis button at the bottom of the document, next to Deposit Required.  This will let you set the deposit for this specific document.  If you have a default deposit already set, it will use those default settings, but can be changed if necessary.

Shipping

If you would like to set the shipping estimate for your quote, you can click on the ellipsis button at the bottom of the document, next to Shipping.  This will let you set shipping for this specific document.

For more information view the following topics:

•QuoteWerks Web Navigation Panel

•QuoteWerks Web Sold to/ Ship to Tab

•QuoteWerks Web Sale Info Tab

•QuoteWerks Web Notes Tab

•QuoteWerks Web Custom Tab

•QuoteWerks Web Links Tab

•QuoteWerks Web QuoteValet Tab

•QuoteWerks Web Deliver Window Tab

•Pulling Contacts into QuoteWerks Web