If you want to prevent some sales staff from changing your prices on a quote you now have this control. This means they can use only the prices you have set up for your products and services.
As part of this, you can also prevent them from adding one-off items that could be used to reduce the value of a quote.
Find out how here.
Make sure the correct data is entered by users with the new custom field functionality. You can specify that a custom field is a Dropdown, number, date or text:
Resulting in this:
The new functionality is available across all the tools.
Manage your different types of work with ‘Business Type’. You can set up as many as you need and then designate your quotes, jobs/projects/sales orders, purchase orders, invoices, and delivery notes. View on the list screen to help manage your resources, and export to Excel to improve your reporting.
Find out how to get started with this here.
Use the new filter functionality to select one or more companies (i.e. customers), contacts and assigned users on the list/pipeline screens:
Select a customer and it is added to the box. Select another one and it is added as well.
Save time by seamlessly copying across images from other quotes, jobs, etc. without having to download them to your desktop.
This currently only works on the top level images on a quote, job, etc. We may add it for section images depending on feedback.
It will be added to the sign-off functionality in the next two weeks.
When you buy items in a different currency to your sales currency, Quikflw can now convert the cost price from the buying currency to your sales currency when you add it to a quote, job, invoice or purchase order.
As exchange rates change you can quickly update a whole quote, job, invoice or purchase order to use the new rate.
Find out more here.
If you need to hire out equipment or services by the day or hour Quikflw now has the functionality make it easy to quote and manage.
Create Quotes, Jobs/Sales Orders/Projects, and Invoices where you hire out equipment.
You can also create purchase orders using days or hours so you can better track your costs.
For more details on how to get started, see:
In the old version of the system, you could only connect one job /sales order to one quote or one invoice to one job. With the new version, you can link multiple quotes, jobs, invoices, etc. together. You can even link quotes or invoices together.
This means that the old tabs at the bottom of the edit screen are gone and have been replaced by one tab ‘Links & Associations’.
If you want to associate a document to another one, use this new tab instead of the old singular link functionality.
It’s a big change and there will be a few more releases to get more from its potential. The PO list screen used to show the associated job or quote. This will be reinstated in phase 2 of this release in the next week or two.
Switch off email notifications from the system when a quote, purchase order or other documents you are the assigned user for changes.
You can choose to switch off all notifications or just for a status change, client acceptance, sign-off, or another change.
To manage these settings:
- Go to the Cog at the top right
- Manage User Accounts
- Edit a user
- In the notifications panel set the notifications you want that user to be sent:
Previously, you could only create a PO, Invoice or Delivery Note with all the items on a job or quote. From now you can select just the ones you want.
However, this is restricted to selecting within one section at a time (i.e. you can select 5 items in one section and create a PO, Invoice, etc. but not have 5 from one section and 2 from another).
Margins, mark-ups, discounts, refreshes, etc. can also be applied to the selected items.
How to Work with Multiple Selected Items
Click on the ‘Edit’ Button in a section:
Select the items:
Click on the ‘Create’ button to create a PO, Invoice, etc. for these.
Click on the ‘Apply’ to apply discounts, margins, etc.