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smartpa
QuoteWerks Aficionado

Australia
53 Posts

Posted - 08/12/2017 :  17:40:13  Show Profile  Reply with Quote
Is it possible to use the payment options area for the following:
Terms would be deposit on order balance on completion.(With amounts showing)
As we use word for our quote letters don't think we can do a formula in there.
OR
do we do a formula in a custom text box and do it that way?

MattPrestige
QuoteWerks Genius

United Kingdom
526 Posts

Posted - 08/14/2017 :  05:34:02  Show Profile  Visit MattPrestige's Homepage  Reply with Quote
I think an automated script might be the way here; this would give you the 'answer' you can use in both Word/Excel.

Is there consistent 'logic' how you create the values?

QuoteWerks MVP for 6 years
Remote QuoteWerks consultancy for companies globally.

matt@prestigequoting.com
www.prestigequoting.com
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smartpa
QuoteWerks Aficionado

Australia
53 Posts

Posted - 08/15/2017 :  15:58:11  Show Profile  Reply with Quote
Not really. Its depends upon client, project and purchase cost of items. I often put in a fixed dollar amount in the deposit menu. But most of the time its cost price of one item type plus markup

quote:
Originally posted by MattPrestige

I think an automated script might be the way here; this would give you the 'answer' you can use in both Word/Excel.

Is there consistent 'logic' how you create the values?

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stevesiggs
QuoteWerks Genius

United Kingdom
2163 Posts

Posted - 08/16/2017 :  04:35:46  Show Profile  Visit stevesiggs's Homepage  Reply with Quote
Perhaps you could use Matt's script for the most of the time when its cost price of one item type plus mark-up and then manually override when you want to enter a fixed dollar amount?


Stephen Siggs
Hilltops IT / ConnectIt Software
QuoteWerks Solution & Development Partner since 2005

Skype: stephen.siggs
Tel: +44(0) 344 357 7360
Cell: +44(0) 7875 423661
Email: steve@hilltopsit.co.uk
QuoteWerks services - www.hilltopsit.co.uk/quotewerks
QuoteWerks add-ons - www.connectit-software.co.uk
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