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Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
For Tech Data Canada, the Excel formatted Tech Data Price Quotation that you receive from your Tech Data sales rep can now be imported into QuoteWerks.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
The Excel formatted Tech Data Price Quotation that you receive from your Tech Data sales rep can now be imported into QuoteWerks. If you have the QuoteWerks Real-time module and have entered Tech Data USA real-time credentials, a new "Import Tech Data Excel Quote" icon will appear above the DocumentItems grid. Just click on that and choose the Excel price quotation that you receive from your Tech Data sales rep and the quote will be imported into QuoteWerks. If you select a line in the quote before importing, the Tech Data price quote will be inserted above the selected line. If no line is selected then the quote will be imported at the end of the quote. The Tech Data quotation #, the shipping amount and the freight amount are inserted as a non-printing comment line for your reference. If there are any promo notes for the imported items they will appear in the Notes column for each line item. After the Tech Data Excel Price quote file is imported, it will be linked automatically on the File Links tab for future reference.

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Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
For Tech Data online orders you can now choose to submit online orders to Tech Data overriding the distributor real-time price with your own distributor sales rep negotiated price. When submitting an overridden price you can enter a reason such as a Tech Data sales rep quotation # or manufacturer special. When Tech Data receives an order that has prices specified, it automatically places the order on hold for sales rep review. QuoteWerks will pass the reason you specified in each line item so the Tech Data sales rep knows the reason for the non-standard price. QuoteWerks automatically sends the Tech Data sales rep an email letting him know to look for this order and to process it. The benefit is that now you can send over standard and specially negotiated price orders and even though it will flag the order to be manually reviewed, all the information will already be in the order without anyone having to re-type information.