[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
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Kim Singer
New Member

2 Posts

Posted - 02/05/2015 :  10:19:49  Show Profile  Visit Kim Singer's Homepage
Can you enforce the requirement for a Purchase Order Number? And if YES, can you limit the enforcement rule to specific customers?

Quintadena
QuoteWerks Genius

United Kingdom
2357 Posts

Posted - 02/05/2015 :  10:25:53  Show Profile  Visit Quintadena's Homepage
Yes, you can do anything you like in the HTML - we have about 2/3 mandatory fields and 2/3 advisory items.

It'd probably be easiest to have two QuoteValet templates and you upload the 'mandatory PO' or 'regular' one on a client by client basis.

The World's #1 Solutions Partner 2007-2016
sales@quintadena.com
(Support, Configuration, Development and Extensions)

Have you seen our QuoteWerks to Xero Integration? http://goo.gl/MaJwgu
Live Chat with us about QuoteWerks here - http://goo.gl/1gtui - (UK office hours)
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Kim Singer
New Member

2 Posts

Posted - 02/05/2015 :  10:43:49  Show Profile  Visit Kim Singer's Homepage
Thank you for the quick reply Matt
So my next question - is "as I'm new to Workwerks/QuoteValet" can someone at your company show me how to do this? Could you get someone to contact me? kim@kogo.co.uk
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Quintadena
QuoteWerks Genius

United Kingdom
2357 Posts

Posted - 02/05/2015 :  10:52:20  Show Profile  Visit Quintadena's Homepage
quote:
Originally posted by Kim Singer

Thank you for the quick reply Matt
So my next question - is "as I'm new to Workwerks/QuoteValet" can someone at your company show me how to do this? Could you get someone to contact me? kim@kogo.co.uk

Hi Kim,

Kogo have a support contract with us so you're absolutely entitled to do that! If you look in your Tools menu, you should see something related to Online Support - click that and one of our team will help.

The World's #1 Solutions Partner 2007-2016
sales@quintadena.com
(Support, Configuration, Development and Extensions)

Have you seen our QuoteWerks to Xero Integration? http://goo.gl/MaJwgu
Live Chat with us about QuoteWerks here - http://goo.gl/1gtui - (UK office hours)
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