QuoteWerks Support Forum
QuoteWerks Support Forum
Home | Profile | Register | Active Topics | Members | Search | FAQ
Username:
Password:
Save Password
Forgot your Password?

 All Forums
 QuoteWerks
 Print Layouts
 Payment Options
 New Topic  Reply to Topic
 Printer Friendly
Author  Topic Next Topic  

smartpa
QuoteWerks Aficionado

Australia
50 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
494 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
Go to Top of Page

smartpa
QuoteWerks Aficionado

Australia
50 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?

Go to Top of Page

stevesiggs
QuoteWerks Genius

United Kingdom
2137 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
Go to Top of Page
   Topic Next Topic  
 New Topic  Reply to Topic
 Printer Friendly
Jump To:
QuoteWerks Support Forum © Aspire Technologies, Inc Go To Top Of Page
Snitz Forums 2000