Articles
Delete Aged Product Quotes
Delete aged product quotes by Customer at Hub / Utilities / Delete Aged Product Quotes . The quotes for the Customers selected that expire on or before the date entered display. A checkbox is available to indicate the quotes to delete when Conti...
Edit Product Pricing
The Edit Product Pricing utility found at Hub / Utilities offers the ability to edit several product prices at the same time. The feature can be used to create Price Levels marked up by a certain percentage or a specific margin from cost or anothe...
Transfer to Field History
The posting of product application to Field History is a User-initiated function. This may be done for all Fields or for a specific Field.
Post History All Fields at...
Create or Refresh Play Data
This function, found at Hub / Utilities / Create/Refresh Data , creates a copy of the currently logged in dataset to a different data folder on the current server or to another data server (running a version of SQL Server). Most often this function...
Create Combination Field Utility
Multiple Fields may be combined into a single Field using the Create Combination Field utility. Navigate to Hub / Utilities / Admin Utilities / Hub / Create Combination Field . Double-click on the Field Rec # column heading to select which Fi...
Make a Database Image
Using the Make a Database Image utility creates a snapshot in time of the system's data. The utility, found at Hub / Utilities / Make Database Image, allows users the option to save the Image locally, such as on their PC or network, or the Image...