You can now specify with flexibility the expected payment dates for both your sales invoices and supplier invoices. For your sales invoices, this can be set across your company but override for some customers.
If you post your invoices to your accounts package from Quikflw this will give you a more accurate forecast of your cash flow.
You can select from:
- x day(s) after the invoice date
- x day of the following month
- x day(s) after the end of the invoice month
- x day of the current month
You can set your default payments terms in the Invoice Settings and for individual customers and suppliers on their edit screens.
If you use Jobs as the starting point of your process you may want to occasionally mark up a supplier’s prices. This functionality has been in the Quotes modules for a while but is now available Jobs. It can only be applied to all the items in a Job – not on an item by item basis as is the case with Quotes.
Use the ‘Apply’ button at the right of the job edit screen to bring up this screen and decide what to apply it to:
When a customer comes back months later to revive a quote you may need to update the prices you have given. This previously time-consuming and tedious task has now been automated in Quikflw’s quoting software.
You can select a single item and select ‘Refresh Price’ or update all the prices on the quote using the ‘Apply’ button at the top right.
If you want custom fields for your clients and suppliers they are now available. Use this to add details such VAT number or customer specific T&C’s.
So that Quikflw shows the information that is important to you in the right places, you now can change the order that the columns appear on both the list and edit screens. Click onto the column header you want to move and drag it to where you want it to go and then drop it.
On both the list and edit screens you can now resize columns widths by clicking and holding the line between the column you want to resize and the next and dragging it to the left or right.
You can reset the columns to their defaults by clicking on the link at the bottom of the pages ‘Reset Column Orders & Sizes’.
The leading business software review site CompareCamp recently recognised Quikflw with two awards:
- Great User Experience
- Rising Star of 2018
The Great User Experience was awarded after they had tested the quotation through to invoices system for clean design, accessibility, clarity, and ease-of-use. The reviewers highlighted how the system gives control over documents and creates an easy to understand workflow from Quotes to Jobs to Purchase Orders to Delivery Notes and Invoices.
Keeping the system easy-to-use is an on-going job as we add more functionality and we are delighted to be recognised for what has been done so far.
The Rising Star Award was given due to the increase in client base as well as how existing clients are benefiting as more functionality is being added based on their feedback. We know it’s a big factor to our clients that the system keeps improving how they work and the recognition of this with the award was very pleasing.
CompareCamp is a reputable online resource for reviews on B2B and SaaS solutions prepared by a team of software experts. CompareCamp reviews encompass all types of business solutions in the market. Aside from making product analysis, they also create comprehensive guides to assist businesses in making informed buying decisions across a wide selection of business tools and apps.
If you regularly quote or create jobs with the same products and services you can now set these up as templates and create a quote or a job from them to save time. For example, delivery charges can be added to templates to make sure staff don’t forget to add them or if you always have the same set of items for some quotes this make quote production quicker.
Templates can be accessed at the top of the quote and job list screens using the button ‘Templates’. Add, edit, delete and create quotes or jobs from them. If you are creating a quote from a template the system will use the next quote number and the same happens for jobs.
You can generate templates from existing quotes or jobs. Open the quote or a job you want and click on ‘Show More Settings’ and then ‘Create Template’. You will find the resulting template in the templates section.
If you want lots of columns like this:
Or just a few:
Now you can!
To reduce the manage the number of columns on any of the list screens, open the Settings menu for any module.
- (Quotations or Jobs, etc.) Settings
- Show Hide List Columns
Select which ones to hide and which ones to show and then click Save.
You can now report on your most profitable and active customers and staff. See jobs value by status and by month or year. Click on the chart icon on the new dashboard under the Jobs section or click on the ‘Charts’ button at the top of the jobs list to access it.
We’ve also redesigned the dashboard to make it really quick to create a new quote, job, PO, delivery note or invoice or to just go straight to a module.
If you’d like to see some different charts, please let us know as we plan to add many more.
Analyse your quotations, their profitability, your salespeople’s performance with a leaderboard and the status of your quotes with the new reporting. Report by product or customer using the search bar and use the status panel on the left and the dates selection below that to filter even further.
You can resize or remove charts (use the edit button on the left-hand side) to give you a dashboard with just the information you want to see.