New: Apply price, discount, etc. to a product in a quote everywhere it appears

CopyValues

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.

 

New: Track Job Profitability with Forecast & Actual Costs

Track how profitable a job is against your original forecast or quote. The Jobs module now has forecast and actual costs to allow you to better track the profitability of a job.

The columns include:

  • Forecast cost
  • Forecast hours
  • Labour cost rate
  • Actual Costs (these can be entered directly and are not linked to a PO)
  • Actual Hours

You can now see your original forecast cost and profitability for the whole job compare to your actual profitability as Purchase Orders are created, other actual costs are added and the actual labour hours are updated.

Note: When you create a job from a quote the costs and labour hours are copied to the job as forecast values.

 

New: Tax and Account codes become dropdowns

Before this version, it was possible to manually type in a tax rate (e.g. 20%, 5%, etc.) for a product or service. It was also possible to type in a nominal account code.

From this release onwards, you will need to select the name of the tax code from a dropdown list instead. An account code will need to be selected in the same way.

Why?

We have done this to make the system more compliant with accounts systems and ensure that it’s not possible to use an invalid tax rate or account code.

What do you need to do?

We have set up some default tax codes to use so you will just need to start using the dropdowns instead.

You can change these in Cog ->Accounting Settings.

If you use QuickBooks or Xero, you will need to import the codes from these systems. Make sure you are connected to your accounts system.

  • Go the Cog ->Accounting Settings.
  • Select ‘Tax Codes’ or ‘Account Codes’
  • Click ‘Import from QuickBooks’ or ‘Import from Xero’ for first the tax codes then the account codes

We appreciate this is a big change so please don’t hesitate to contact us if you have any problems with it.

 

New: Section Images & Formatted Text

You can now add up to 10 images to a section header as well as add formattable text. This means you can describe each section in depth and include plenty of images help your clients understand what you are proposing:

SectionsWithImages

The note can be formatted with colours, bold, italic, paragraphs, indents, etc.

To add these to your template you will need to use the tags:

  • {SectionNotes}
  • {SectionImage1}, {SectionImage2}, {SectionImage3}, etc..

The example below shows them in the template that was used for the above quote.

SectionImagesAndNotes-Template

New: Sign Contracts / Force PO Number / Change Acceptance Text (Jobs Module)

You can now use the Jobs module online signing tool to ask clients to sign contracts or accept your Terms and Conditions. We’ve made it possible to hide the PO box and change the acceptance text.

DocumentSign

In addition, you  can now force your client to put in their PO number before accepting or confirming a job using the same screen (with different settings):

MustHavePO

The tickbox acceptance text can be changed as well. Setting the text and whether to ask for a PO can be done in the Cog -> Job Settings -> Client Section:

ClientSettings

 

 

New: Contacts & Companies

ContactsCompanies

So that Quikflw is a better solution if you deal with consumers rather than just companies, we have this morning released a new version that has contacts and companies (instead of just clients with contacts only associated to clients).

This means if you are dealing with a private individual or a couple, you can add them just as a contact and then create quotes, invoices etc., without having to set them up as a company. You can now select a contact directly in the contact drop-down on the quote and other documents and don’t need to select a ‘client’ beforehand (now changed to Company).

ContactOnlyQuote

Contacts can be converted to a company at the click of a button and can also be associated to a company using the Company drop down in the contact edit form.

If you primarily sell business-to-business you can carry on as before!