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.
You can now create, send and export a credit note in the same way that you would an invoice. On the invoice’s screen, select ‘New Invoice’ and select ‘Credit Note’ from the dropdown list. Add items to the credit note as you would for an invoice. The values are not negative on this screen but the total is negative on the invoices list screen.
Also, you can now input a supplier’s credit note on a purchase order. In the purchase order edit screen, click on ‘Create Supplier Credit Note’. You need to already have a supplier’s invoice entered against that purchase order.
Both types of credit note will export to QuickBooks and Xero if you have connected to them.
You can now have multiple price lists and set them by customer or user. Therefore, one product can have more than one price. When you select the customer on a quote it will automatically change the price list to use to the default one for that customer. This will automatically change the currency to the one set up for the selected price list. You can set the customer default price list in each company’s edit screen.
You can also set the default price list for a user in the Manage User Accounts Page. Edit the user and change the price list as required. On the quote, this can be overridden by changing the customer.
This functionality is only available in the ‘Quotes Teams+’ and ‘Everything Team+’ packages.
We’ve made this change to reflect the fact that it might be services as well as products you are holding in the system. Products & Services it too long a title whereas ‘Items’ is short!
Track your costs and check that you are not overrunning on your budget for a job by matching up closely with your PO’s and taking items from stock.
Before, the system would add up all the costs on any associated Purchase Orders (PO’s). Now, it will only associate the costs for the number of items you have on the job. This means you can order extra items on your PO and they will not be added as costs to the job. You can also associate an item on the job to one on the PO and the cost from the PO will be automatically posted to your actual job costs.
Allocate Items from Stock
If you want to take an item from stock to use in the job, you can click on the menu for the item and select ‘Allocate from Stock’. This will update the cost of the item on the job to be the cost in the product list. It will also allocate that stock to the job and reduce the free stock by that quantity.
If you want to rename, add or hide a status you can do now do this for all modules. Quikflw can now better represent the process flows and terminology you need.
For example, if you would prefer the first status to be ‘Site Survey’ instead of ‘Draft’, or want to have ‘Office To Approve’ or hide the ‘Commenced’ status, you can do this now.
Set this by going to the module’s settings page (e.g. Quotation Settings from the cog) and:
- Change the title
- Change the order they appear in
- Hide ones you don’t want
- Set whether the details can be edited when in this status
See the support page for more details.
If you have a product that appears more than once in a quote and you need to update its price, margin, discount, etc. on every occurrence in the quote you can now do this with a couple of clicks.
Select one of the occurrences of the item, click on the mini-menu and then select ‘Apply Values to’. The values can be applied to all occurrences in the quote with a matching product code, or just those with a matching description.
This will not affect the prices in the main price list or on any other quotes.