QuoteWerks has many tables in which it stores information. The primary tables are the DocumentHeaders, DocumentItems, and QuoteWerks Application tables. You can insert data fields from these tables into your layouts. In print layouts (not report layouts), you can also insert data fields from your Contact Manager. In report layouts (not print layouts) you can insert fields from Product Databases.
In order to ensure you select the correct field(s) for your layout, you need to know what kind of information is in each of these tables.
Relational Fields
GrandTotal Field
Subtotal + TotalTax + ShippingAmount
Subtotal Field
Sum of the ExtendedPrice field (DocumentItems field) for all items in the quote
TotalTax Field
GST Tax + LocalTax (PST Tax)
Defined Terms
Alternate
This term refers to a feature in QuoteWerks that multiplies the base currency by a selected exchange rate to automatically calculate the prices in a different currency.
This refers to your native currency. In the USA, the base currency is USD ($).
Custom
The field value can be specified by the user to contain custom data.
Total
This terms refers to Quantity * unit X.
Related Topics:
•DocumentHeaders Table and Fields
•DocumentItems Table and Fields
