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QuoteWerks Help
Version 25 (Build 4.02) 
October 2, 2025
  •      

Customer Profile Maintenance

Navigate to Setup -> Options -> Customer Profile Maintenance to modify the Customer Profile List:

To add a new customer profile, click the [New] button and type in the name of the new profile.

To delete a customer profile, select the profile name then press the [Delete] button.

To edit a customer profile, select the profile name then press the [Edit] button type in the name of the new profile:

 

Additional Resources:

Product Profile Maintenance

Customer Price Level Assignment Maintenance

Customer/Product Price Profile Matrix Maintenance

Item Pricing Method and Related Fields