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Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
On the Product Lookup window, there is now an "Exclude from future Etilize results" menu. Use this to prevent Etilize search results from returning results that you know are either outdated or that you have no need to see.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: Misc     View All Features in Build
When an annual subscription like QuoteValet, QuickBooks Online Integration is expiring within 30 days, the notification window now has a [Request Renewal Quote] button to send an email to request a subscription renewal quote. The Annual Product Content (Etilize) subscription does not have this option at this time.
Version: 5.2      Build: 3      Implementation Date: 03/09/2017      Type: New     View All Features in Build
For Product Content Subscribers in the UK, Etilize Similar items are now available on the Etilize Panel. This is particularly useful when the item you searched for is not in stock, you can use this to find a similar product that is in stock. This also provides you with an easy way to see a list of products to Cross-Sell.
Version: 5.2      Build: 3      Implementation Date: 03/09/2017      Type: New     View All Features in Build
For Product Content Subscribers in the UK, Etilize Upsell items are now available on the Etilize Panel. These products will be better products with more features and usually sold for a higher price. With this, you can easily provide Good, Better, Best options on your quotes increasing the chance that customers will choose the higher priced items, increasing your sales.
Version: 5.2      Build: 3      Implementation Date: 03/09/2017      Type: Misc     View All Features in Build
For Product Content Subscribers in the UK, items that were not found in Etilize, but found in the PartLocator, for Tech Data UK (Computer2000) would be returned with a vendor name of "Computer2000". The vendor name will now be returned as "Tech Data" since that is their new name.
Version: 5.2      Build: 3      Implementation Date: 04/17/2017      Type: Fix     View All Features in Build
For Tech Data Users, in the UK that subscribe to the Product Content Subscription, Tech Data part numbers would not always be returned from Etilize or the PartLocator.
Version: 5.2      Build: 3      Implementation Date: 03/09/2017      Type: Fix     View All Features in Build
For Product Content Subscribers, on the Accessories Tab of the Etilize Panel, the Accessory would have a blank description when Etilize did not have a short description for the Item.
Version: 5.2      Build: 2      Implementation Date: 02/10/2017      Type: New     View All Features in Build
For Product Content Subscribers, the Etilize Product Comparison now supports ASI, Westcoast, Northamber distributors.
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: Fix     View All Features in Build
For Etilize Users, the 'My Favorites' would return no results if a product was added to the 'My Favorites' that was obtained from the Product Content Server rather than from Etilize.
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: Fix     View All Features in Build
When using Product Lookup and Etilize, clicking on a website link for Ingram Micro was not working because Ingram Micro changed their website.
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: Fix     View All Features in Build
When using Product Lookup and Etilize, clicking on a website link for SYNNEX was not working because SYNNEX changed their website.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: New     View All Features in Build
For Product Content Subscribers, Products sourced via Etilize can now be used in QuoteWerks Bundles. The Vendor and Vendor Part Number selected during the setup of the Bundle will be used when adding the product to the QuoteWerks Document when selecting the Bundle. QuoteWerks will also retrieve real-time pricing for the selected product and vendor combination when the product is added to the document.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: New     View All Features in Build
For Product Content Subscribers, ASI Canada pricing & availability is now available on the Etilize Panel if you have an account with this distributor.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: New     View All Features in Build
For Product Content Subscribers, on the grid toolbar there is now a "Refresh Etilize Item detail" icon. You can use this to update the selected line items in the Workbook with Etilize detail such as Description, Weight, Picture and more. This is useful when using a non-Etilize data source when adding products to your quote or when importing a Quote from Tech Data or other vendor. In the line item, the (Manufacturer and Manufacturer Part Number) or (Vendor and Vendor Part Number) fields must be filled out in order to obtain information about this product from Etilize.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: New     View All Features in Build
For Product Content Subscribers, in the Paste Special Feature, there is now an option that enables you to update the items to be pasted with Etilize detail such as Description, Weight, Picture and more. In the data that you are pasting, the (Manufacturer and Manufacturer Part Number) or (Vendor and Vendor Part Number) fields must have data in them in order to obtain information about this product from Etilize.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: New     View All Features in Build
When synchronizing, Etilize "My Favorites" can now be synchronized in the initial rollout.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: New     View All Features in Build
For Product Content Subscribers, there is now a per user "My Favorites" folder under the Etilize Product Source on the Product Lookup. To add products to the "My Favorites" folder, right click on the product in the Etilize Source list and Select "Add Etilize Product to 'My Favorites'". To remove a product from the "My Favorites" list, right click on the product list and select "Remove Etilize Product from 'My Favorites'". These actions can be performed on a product by product basis or by multi-selecting products in the list.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: New     View All Features in Build
For Product Content Subscribers, Products sourced via Etilize can now be used in QuoteWerks Required Items Sets. The Vendor and Vendor Part Number selected during the setup of Required Item will be used when adding the product to the QuoteWerks Document. QuoteWerks will also retrieve real-time pricing for the selected product and vendor combination when the product is added to the document.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: New     View All Features in Build
For Product Content Subscribers, Products sourced via Etilize can now be used in QuoteWerks Configurations. The Vendor and Vendor Part Number selected during the setup of Configuration will be used when adding the product to the QuoteWerks Document when using the Configurator. QuoteWerks will also retrieve real-time pricing for the selected product and vendor combination when the product is added to the document.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: Fix     View All Features in Build
For Etilize users, the character +- was being displayed as ±
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: Fix     View All Features in Build
For Product Content Subscribers, when double-clicking on the Vendor Name on the Etilize Panel when selecting to add a product during setup to a Configuration Container, Required Item Set, or Bundle, QuoteWerks could close unexpectedly.
Version: 5.1      Build: 2      Implementation Date: 11/23/2015      Type: Fix     View All Features in Build
For Etilize users, When pulling a part number through Etilize (sample part number - "01-SSC-0215"), the picture shows in the Etilize panel, but if the part is added to the quote, an error appears at the bottom of QuoteWerks saying that it can't find the product database "{vendor name}" where it lists the name of the vendor chosen in Etilize. The image does not display in the Picture Preview window or on the quote that is created.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: New     View All Features in Build
For Product Content Subscribers, when using the Etilize Panel on the Quote Workbook to change the Vendor Cost of an existing line on the quote and the Price for the line is calculated using a price modifier, the Adjust Price window will now appear. This enables you to decide how to handle the cost change like "Keep the original price and clear Price Modifier", "Keep the original Price Modifier", "Keep original price and re-calculate closest Price Modifier", or "Manually adjust the Price Modifier".
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: New     View All Features in Build
For Product Content Subscribers, there is a [Remove 0 Availability] button on the Etilize Product Comparison window. After retrieving Pricing and Availability from your distributors, click on this button to remove all results in the Product Comparison that do not availability from at least one of the distributors found by Etilize and the PartLocator. While this feature is very useful, it is important to note, that some distributors will show 0 physical warehouse availability, but would be able to drop ship direct from the manufacturer.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: New     View All Features in Build
For Product Content Subscribers, there is a [Remove 0 Cost] button on the Etilize Product Comparison window. After retrieving Pricing and Availability from your distributors, click on this button to remove all results in the Product Comparison that do not have a Cost > 0 from at least one of the distributors found by Etilize and the PartLocator. This will also remove items that are not available from at least one distributor. If real-time Pricing and Availability is requested from a distributor and the results return that the distributor does not carry the item or you are not authorized to sell the item, QuoteWerks will show the result with a 0.00 cost. Using this feature you can de-clutter and remove lots of results that are non-useable from your search results.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
For Tech Data USA customers, the "View URL" on the Etilize Panel has been updated to accommodate changes to the Tech Data website.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
For Product Content Subscribers, "Auto retrieve realtime pricing & availability for Etilize" setting under the Misc tab of the Tools->My Preferences menu was ignored on the Quote Workbook when showing the Etilize panel by pressing the "Show / Hide Etilize Panel" toggle button.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: New     View All Features in Build
The Etilize panel now processes Pricing & Availability requests simultaneously resulting in massive speed increases. Previously, if you had accounts with Tech Data, Ingram Micro, SYNNEX, and D & H, QuoteWerks would request real-time Pricing and Availability for each sequentially. Each real-time request takes between 1 and 5 seconds depending on the distributor and the time of day, so for 4 distributors, it would take up to 20 seconds to obtain pricing for all of the distributors of an item. With the new parallel processing, QuoteWerks requests real-time Pricing and Availability from all of the distributors for an item at the same time. This process only takes as long as the slowest distributor response time. In this scenario, this new feature could save you 15 seconds or more just on a single item!
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: New     View All Features in Build
The Etilize search capabilities have been significantly improved. After doing the initial search, you can now drill down by selecting Category, Manufacturer, and Product Feature attributes to narrow down the results of your search. For example, when searching for a laptop, you can narrow the Etilize results by selecting the screen size, RAM, Hard Drive size, etc.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: New     View All Features in Build
The Etilize panel now has a Similar Items tab. This will contain a list of products that are similar in feature set to the product you are looking at. This is particularly useful when the item you searched for is not in stock, you can use this to find a similar product that is in stock. This also provides you with an easy way to see a list of products to Cross-Sell.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: New     View All Features in Build
The Etilize panel now has an Upsell items tab. This will contain a list of products would be an up sell to the selected product using Etilize's advanced suggested selling engine. These products will be better products with more features and usually sold for a higher price. With this, you can easily provide Good, Better, Best options on your quotes increasing the chance that customers will choose the higher priced items, increasing your sales.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: New     View All Features in Build
Etilize Product Comparison window. The QuoteWerks Product Content subscription now supports side-by-side comparison of Etilize items. From the Etilize panel you click [Compare] which will load the item into this window. You can compare up to 15 items at the same time (limited by monitor size). The compare displays all the attributes of each item in a table format. There is an option to "Highlight Product Differences" making it easy to pin point differences between the items. On this Compare window, you can also see all the prices and availability for all the items for all the distributors at the same time empowering you with all the information needed to make the best choice for your needs. The pricing & availability on the Etilize Compare Window uses the new parallel processing of real-time requests to fulfill 45 price requests in 3 seconds. Similar to the Etilize panel you can click the distributor part number to view the item on the distributor website, any part numbers found by the PartLocator will be displayed with bulls-eye icon next to it, and the lowest cost for each item is indicated in green. You can also select an individual item and display the Etilize panel giving you access to more detailed warehouse availability and also the consumer pricing. Also on the Compare window is a [Add PDF to Links Tab] button which will create a PDF file of the Product Feature comparison table (not including pricing) and add it to the Links tab. As with the Etilize Spec Sheet PDF, this PDF obeys the option to not include the ManufacturerPartNumber if that option is set.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: New     View All Features in Build
When performing at Etilize search, there is a new column "Etilize Distributors" which contains tokens indicating which distributors Etilize found distributor part numbers for. The tokens are [TD]=TechData, [SY]=SYNNEX, [IM]=Ingram Micro, [DH]=D&H, [NA]=Northamber, [WC]=Westcoast, [WCG]=Westcon Group, and [ASI]=ASI respectively. It is important to note that this is useful to get a rough indicator, but when selecting the row and the Etilize panel is loaded, the QuoteWerks PartLocator will locate additional distributor part numbers not found in the Etilize search.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: New     View All Features in Build
On the Etilize panel, if no default vendor has been specified in the setup, the first vendor in the list is now selected.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: New     View All Features in Build
From the Quote WorkBook, when using the Etilize Panel, dbl-clicking on the vendor now performs the same function as clicking on the [Update] button.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: Misc     View All Features in Build
On the Etilize Panel if no default vendor has been specified, then the first vendor is now selected rather than the last vendor.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: Misc     View All Features in Build
On the Quote WorkBook, when the Etilize Panel is displayed, double-clicking on the Vendor option will update the line item in the Quote WorkBook with that vendor.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: Misc     View All Features in Build
On the Etilize panel, your selection of the "Auto retrieve real-time" checkbox will be remembered until you restart QuoteWerks at which time, it will use the user based default setting "Auto retrieve real-time pricing & availability for Etilize" specified on the Misc tab of Tools->My Preferences.
Version: 5.0      Build: 4      Implementation Date: 05/15/2015      Type: Fix     View All Features in Build
For Product Content Subscribers in the UK that use Tech Data (Computer 2000), the Real-time Pricing and Availability displayed on the Etilize panel would always return an error. This issue was introduced in v5.0 Build 4.00.
Version: 5.0      Build: 2      Implementation Date: 01/23/2015      Type: New     View All Features in Build
For Product Content Subscribers, when Etilize returns multiple Part Numbers for the same vendor/distributor, the background color of the Vendor Part Number drop down for that vendor will now be yellow on the Etilize Panel. This will provide you with a visual indication that there are multiple part numbers and you may want to more closely examine the part number to make sure this is the one you are looking for.
Version: 5.0      Build: 1      Implementation Date: 01/06/2015      Type: New     View All Features in Build
For Etilize users, on the Product Lookup window, there is now a [Clear] button that clears the Etilize search keyword and sets focus to the search keyword text box.
Version: 5.0      Build: 1      Implementation Date: 12/12/2014      Type: Fix     View All Features in Build
On the Etilize panel in some cases the warehouse list would be longer than the display area and a vertical scrollbar would not appear.
Version: 5.0      Build: 1      Implementation Date: 01/06/2015      Type: Fix     View All Features in Build
For Product Content Subscribers, when attempting to obtain real-time pricing and adding an item to a quote at the same time, a blocking error would be returned when downloading the image from Etilize.
Version: 4.9      Build: 8      Implementation Date: 06/30/2014      Type: Fix     View All Features in Build
For Product Content Subscribers, some Etilize items do not have a thumbnail size image available which would result in no picture being displayed in the quote. Now, if there is no thumbnail size (300 pixel), a lower resolution 75 pixel image will be used.
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: New     View All Features in Build
For Product Content Subscribers in North America, there is now an option to select the Etilize Language of English, French, or Spanish. Etilize populates all of their products with English descriptions and a subset in French and Spanish. The catalog size for non-English Languages are not as large and you will have limited results.
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: New     View All Features in Build
For Product Content Subscribers, the QuoteWerks Tax Code can now be mapped to an Etilize Category Name. If no Tax Code is mapped, the default tax code set on the Document Items Tab of the Tools->Options Menu will be used. As an example, this allows you to setup automatic mappings to tax hardware and not tax software renewals.
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: Misc     View All Features in Build
For Product Content Subscribers, when a result was found from the PartLocator or the Consumer Prices only (not via Etilize), there would be a blank line in the vendor list.
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: Misc     View All Features in Build
On the Purchasing window, when using the Etilize panel to change the vendor that you will purchase the item from, after updating the item with the new vendor, the Etilize panel no longer tries to reload all the pricing again, resulting in a speed increase.
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: Misc     View All Features in Build
For Tech Data USA customers using the Product Content Subscription, if Etilize returns a Tech Data part number that begins with a 7, it will no longer be selected by default. Tech Data USA part numbers that start with a "7" are kitted versions of a different part number.
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: Fix     View All Features in Build
For Product Content Subscribers, some characters in the descriptions returned by Etilize would appear in QuoteWerks improperly.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
For UK users, the QuoteWerks Product Content subscription (powered by Etilize) now supports Accessories for the UK. Subscribers in the USA and Canada already have this feature. Including these manufacturer suggested accessories on your quotes is an easy way to up-sell options and a great way to generate more revenue.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
CRMProductID Auto-Generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the CRM Opportunity CRMProductID. As a starting point the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field. This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in CRM Opportunity. If the CRM integration supports using CRM Products as a product data source link, you can even use the Etilize functionality in combination with your own proprietary parts in CRM Opportunity. There are 3 auto-generation options. With "Do not auto-generate", when exporting items to CRM Opportunity, if the mapped field is empty, this will stop and force you to specify your proprietary part number. If you pulled the part from CRM Opportunity, it will already have your proprietary part number from CRM Opportunity. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to CRM Opportunity, if the mapped field is empty, then you will be forced to manually specify an CRMProductID before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to CRM Opportunity, instead of just using a simple field value like the ManufacturerPartNumber to become the CRM Opportunity CRMProductID, you can choose to have the CRM Opportunity CRMProductID auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber. With "Auto-generate using macro based on ItemType:", when exporting items to CRM Opportunity, instead of just using a simple field value like the ManufacturerPartNumber to become the CRM Opportunity CRMProductID, you can choose to have the CRM Opportunity CRMProductID auto-generated based on the ItemType of the Item. So, for example if the ItemType is "Haas", then you can map to an auto-generation macro of "Haas:&DI_ManufacturerPartNumber, but if the ItemType is "Hardware" then you can map to an auto-generation macro of just "&DI_ManufacturerPartNumber". You can also set a value for "If any ItemTypes are not mapped use the following macro:".
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
The Promo End date for any Tech Data promo price will now be displayed on the Etilize panel.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For QuoteValet and product Content users, if Etilize picture file names contained non-standard characters, the picture would be displayed but would not be uploaded to QuoteValet.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: New     View All Features in Build
For Product Content Subscribers (powered by Etilize), Jenne pricing & availability is now available on the Etilize Panel if you have an accounts with this distributor.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: New     View All Features in Build
For Etilize users (USA and Canada), when selecting items for purchasing on the Purchasing Window, there is now an Etilize Panel that lets you obtain current pricing and availability and enables you to change the sourcing vendor to a vendor that has the item in stock and at a lower price right before you place the order.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: New     View All Features in Build
For Product Content Subscribers (powered by Etilize), ASI pricing & availability is now available on the Etilize Panel if you have an accounts with this distributor.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: Misc     View All Features in Build
The Etilize tab on the Real-time Setup window has been renamed to "Content Subscription".
Version: 4.9      Build: 1      Implementation Date: 10/09/2013      Type: Misc     View All Features in Build
For Etilize users, Etilize has changed their web service URLs which requires an update in QuoteWerks as the old urls will no longer work as of October 24th, 2013.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: Misc     View All Features in Build
For Product Content Subscribers (powered by Etilize) in Australia, there is now an Australia drop-down selection in the Country Selection of the Product Content Subscription setup.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: Fix     View All Features in Build
For Product Content Subscribers (powered by Etilize), the default vendor would not be selected after loading non-Etilize Vendors.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: Fix     View All Features in Build
For Product Content Subscribers (powered by Etilize) in Australia, the Ingram Micro Australia would not always be displayed via the PartLocator.
Version: 4.9      Build: 1      Implementation Date: 10/31/2013      Type: Fix     View All Features in Build
For Etilize users, when right clicking on an item in the product lookup and choosing 'Copy" would receive error "Provider Error (10) at least 1 'Vendor' node must me in the XML request" when there were no realtime credentials entered for any of the realtime vendors that QuoteWerks supports.
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: New     View All Features in Build
For Product Content Subscription users, individual product weights are being retrieved from Etilize (if available).
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: New     View All Features in Build
With product Content Subscription information coming from both Etilize and the QuoteWerks PartLocator, there are now visual indicators identifying where the information is coming from. A PartLocator bulls-eye icon will appear to the right of the part number if the PartLocator was used to locate the part number. Similarly, if the Etilize search returned no results at all, and the PartLocator did find results, then a PartLocator bulls-eye icon will appear in the bottom left of the Etilize panel. Conversely, if all the information was found through Etilize, then the Etilize icon will appear in the bottom left of the Etilize panel.
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: New     View All Features in Build
For QuickBooks users, when exporting items to QuickBooks there is now a QuickBooks ItemName auto-generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the QuickBooks ItemName. As a starting point the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field. This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in QuickBooks and pull them from QuickBooks using the product data source link. You can even use the Etilize functionality in combination with your own proprietary parts in QuickBooks. There are 3 auto-generation options. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, this will stop and force you to specify your proprietary part number. If you pulled the part from QuickBooks, it will already have your proprietary part number from QuickBooks. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, then you will be forced to manually specify an ItemName before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to QuickBooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber. With "Auto-generate using macro based on ItemType:", when exporting items to quickbooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated based on the ItemType of the Item. So, for example if the ItemType is "Haas", then you can map to an auto-generation macro of "Haas:&DI_ManufacturerPartNumber, but if the ItemType is "Hardware" then you can map to an auto-generation macro of just "&DI_ManufacturerPartNumber". You can also set a value for "If any ItemTypes are not mapped use the following macro:"
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: New     View All Features in Build
When doing an Etilize search you can type in, for example, "mouse USB optical not(keyboard)" to search for USB optical mouse that does not have the word "keyboard" in the results.
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: New     View All Features in Build
When a part number is found in an Etilize search, but the distributor part numbers are missing, QuoteWerks PartLocator will find them using the PartLocator data. When part numbers are not found through an Etilize search, it is typically because the part numbers require authorization to purchase. When this happens, the PartLocator bulls-eye icon will appear to the right of the part number.
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: New     View All Features in Build
When selecting a line item on the Quote WorkBook, and using Etilize panel, when an item is not found in Etilize, QuoteWerks will search the PartLocator for the item's description and vendor information.
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: New     View All Features in Build
For debugging Product Content Subscription results, holding down the SHIFT key while double-Clicking on the PartLocator or Etilize icon located in the bottom left of the Etilize panel will show the XML data the content is based on.
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: Fix     View All Features in Build
When a part number search was run through Etilize and Etilize did not return a match, the QuoteWerks Part Locator search was automatically run, and if the QuoteWerks Part Locator did find the part number, the image displayed would always be of a HP toner cartridge.
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: Fix     View All Features in Build
The "Powered by Etilize" image displayed in the Etilize spec sheet was missing due to a change by Etilize.
Version: 4.8      Build: 3      Implementation Date: 01/23/2013      Type: New     View All Features in Build
On the Quote WorkBook, when displaying the Etilize panel for an item, only a Vendor Part Number and a distributor that Etilize supports is required to retrieve information from Etilize about this item. This is useful, for example, when pulling in a list of Tech Data part numbers into the quote and then wanting to fill in the information on the products (such as the description and picture) using Etilize.
Version: 4.8      Build: 1      Implementation Date: 11/14/2012      Type: New     View All Features in Build
Our product content subscription (powered by Etilize) now has a new PartLocator service. Distributors add new parts to their websites daily and subscription services have a tough time keeping up with that pace. Now, QuoteWerks provides you with ALL the parts from your distributors D&H, Ingram Micro (USA and Canada), SYNNEX, and Tech Data (USA only). We've negotiated deals with the distributors to host their product data so as to provide our mutual customers with the best experience possible.
Version: 4.8      Build: 1      Implementation Date: 11/14/2012      Type: Misc     View All Features in Build
For Etilize Users, if the "Remove Manufacturer Part Number from Etilize Description" setting is selected, the Manufacturer Part Number will now also be removed from the Etilize Spec Sheet.
Version: 4.7      Build: 8      Implementation Date: 09/13/2012      Type: New     View All Features in Build
For Etilize users, on the Etilize Panel Accessory tab, you can now double-click on the distributor real-time pricing option to add the item to the Workbook.
Version: 4.7      Build: 8      Implementation Date: 09/28/2012      Type: New     View All Features in Build
Distributor realtime raw error messages are now displayed when hovering over the distributor price listing in the Etilize panel if there was an error retrieving the realtime pricing.
Version: 4.7      Build: 8      Implementation Date: 09/13/2012      Type: New     View All Features in Build
Real-time Pricing and Availability is now available for Westcon Group. Westcon Group includes Comstor, Collaboration, and Vodaone, and is available on the Etilize Panel.
Version: 4.7      Build: 8      Implementation Date: 09/13/2012      Type: New     View All Features in Build
For Etilize users, Arbitech, Blue Star, Digitek, EET, Supplies Network, and Northamber pricing & availability is now available on the Etilize Panel if you have accounts with these distributors.
Version: 4.7      Build: 8      Implementation Date: 09/13/2012      Type: New     View All Features in Build
For Etilize users, the QuoteWerks Price Modifier can now be mapped to an Etilize Category Name. If no Category is mapped, the default price modifier will be used. As an example, this allows you to markup software and hardware differently.
Version: 4.7      Build: 8      Implementation Date: 09/13/2012      Type: Misc     View All Features in Build
For Etilize users, real-time distributors will not appear in the Etilize Panel unless you are in demo mode or you have setup real-time credentials.
Version: 4.7      Build: 8      Implementation Date: 09/13/2012      Type: Misc     View All Features in Build
For Etilize users, the older Tech Data USA part numbers will no longer be displayed. This helps to switch over to the new Tech Data part number format.
Version: 4.7      Build: 8      Implementation Date: 09/28/2012      Type: Fix     View All Features in Build
In some cases, Westcon would not appear in the Etilize list.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For Etilize users, you now have an option to have the Manufacturer Part Number automatically removed from the Description returned from Etilize. This helps prevent price shopping.
Version: 4.7      Build: 6      Implementation Date: 05/15/2012      Type: New     View All Features in Build
The QuoteWerks Etilize integration now supports Tech Data Canada.
Version: 4.7      Build: 6      Implementation Date: 05/15/2012      Type: Fix     View All Features in Build
When using the Etilize Panel on the Quote Workbook, if the Auto-retrieve realtime checkbox was set, the selected vendor on the quote would not be updated unless the Retrieve Real-time button was manually pressed.
Version: 4.7      Build: 4      Implementation Date: 03/09/2012      Type: New     View All Features in Build
You can now manually associate a picture with a line item in the quote. Previously this would happen only through Etilize or through the picture specified in the product Definition in a product database. This new feature is useful for attaching "one-off" pictures to an item in the quote. There is a "Show/Hide Set Picture Panel" button on the Quote WorkBook. This will display a new panel making it easy to see the current picture and associate a picture with the item. You can also drag a picture file onto the [Select Picture] button.
Version: 4.7      Build: 4      Implementation Date: 03/09/2012      Type: Misc     View All Features in Build
For Etilize users, on the Quote Workbook, when using the Etilize panel to obtain information about line items in the quote, if a line item had "Cisco" for the manufacturer instead of "Cisco Systems", the Cisco item would not be found in Etilize.
Version: 4.7      Build: 4      Implementation Date: 03/09/2012      Type: Fix     View All Features in Build
For QuoteValet users, when using Etilize, sometimes the auto generated file name for pictures downloaded from Etilize would cause problems when uploaded to the QuoteValet server.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
From the Quick Lookup Bar, you can now do an Etilize search.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: Misc     View All Features in Build
When mapping the list of Etilize categories, the list is now sorted.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: Fix     View All Features in Build
When adding an accessory line item to the quote from Etilize Accessories, the Description sometimes would not be set in the line item.
Version: 4.7      Build: 1      Implementation Date: 11/07/2011      Type: New     View All Features in Build
Etilize 2.0 UI redesign and enhancements. Now includes accessories, spec sheets, website links, and support for multiple part numbers for the same item. The Etilize panel is now available on both the Product Lookup window and the Quote WorkBook, making it easy to update existing items on existing quotes with updated Etilize information. Etilize information is no longer just displayed when searching Etilize on the Product Lookup window, the Etilize panel now displays when searching individual product databases including Autotask and ConnectWise products. When searching for Etilize Products from the Product Lookup, you can narrow down the results by Category, Sub-Category, Manufacturer, and you can also limit the results to only items carried by distributors that you have setup real-time pricing for. Pricing is now available from CDW, Newegg, Dell, and Amazon. Etilize product content is now supported for UK Customers. To top it all off the Etilize integration now boasts a 7x speed increase!
Version: 4.7      Build: 1      Implementation Date: 11/16/2011      Type: Fix     View All Features in Build
While using Etilize integration, Northamber would not appear in the list of available vendors.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: Fix     View All Features in Build
QuoteWerks manufacturer field is 40 characters long. In cases where Etilize returned a manufacturer name longer than 40 characters, it will be truncated and no error message will be displayed.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: Fix     View All Features in Build
For Etilize users, sometimes Etilize returns more than one part number for an item for each distributor. Sometimes one of the part numbers is discontinued and the other is valid. For Tech Data we now use the last part number in the list, for all other distributors, we use the first part number in the list.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: Fix     View All Features in Build
For some Etilize part numbers pictures would not be retrieved, and an error message would be displayed about the Etilize part number not matching.
Version: 4.6      Build: 3      Implementation Date: 03/21/2011      Type: Misc     View All Features in Build
Added Debug Command for displaying Etilize query result details.
Version: 4.6      Build: 3      Implementation Date: 03/21/2011      Type: Fix     View All Features in Build
For Etilize users, sometimes Etilize returns more than one part number for an item for each distributor. Sometimes one of the part numbers is discontinued and the other is valid. We now use the first part number in the list.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: Fix     View All Features in Build
When retrieving Etilize pictures in some cases firewall software interferes with the downloading of the picture causing QuoteWerks to terminate unexpectedly.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: Fix     View All Features in Build
When using Etilize with Ingram Canada or other Canadian real-time vendors, the Ingram USA vendor part number was being returned instead of the Ingram Canada vendor part number in certain circumstances.
Version: 4.5      Build: 4      Implementation Date: 04/07/2010      Type: New     View All Features in Build
QuoteWerks now supports product content subscriptions from Etilize. This subscription provides QuoteWerks users in the IT industry with consumer friendly product descriptions, product images, and marketing descriptions. Without Etilize, QuoteWerks users have to import product information and scour the web looking for product images to download and for product descriptions to include in their quotes and proposals. With Etilize, QuoteWerks searches the Etilize database "from the cloud", and returns product matches including customer friendly descriptions, product pictures, and in depth product summaries with marketing and feature descriptions, all of which are easily added into the quote. The pictures are automatically downloaded and saved into the QuoteWerks\Images folder. Combine the Etilize subscription with the Real-time Pricing & Availability for D&H, Ingram Micro, Tech Data, and SYNNEX, and the Etilize integration will also show you the current pricing and availability for each of these items from each of these distributors all at once. Please note, Etilize supports part numbers from D&H (USA & Canada), Ingram Micro (USA & Canada), Tech Data (USA only), and SYNNEX (USA only).

See a screenshot of this feature