"Columns"

There are some extra colums that can be added to the spreadh sheet: "Custon Columns*" and "Spec Remarks". Exactly what is the purpose of these? Can they be printed into any reports or are they just there for spread sheet reference?

To be more specific, what is the "Spec Remarks" column purpose? Can I print this onto Cover Sheets?

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Permalink Reply by Renee' Ralston on October 19, 2011 at 11:52am

Hello Nick,

Custom Columns are for Spreadsheet viewing only. Custom Columns can be managed in the Defaults\Misc Settings Tab- you can title the column anything that you are needing to add to the spreadsheet. Custom Columns are not printed on the Reports they are mainly used for reference information on the Spreadsheet.

Special Remarks are remarks that would take the place of the pricing on the Quote – No charge, TBD, Deleted, See Above…etc.

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Permalink Reply by Mary Ann Graue on October 20, 2011 at 1:36pm

Nick,

You can add custom columns and print them out in an excel spreadsheet of your quote. You can name them and even set data to populate them in a drop down. We are using for manufacurer specified. You can merge many quotes together and create an excel spreadsheet from the merged quote. Many possibilites for data organization using the excel spreadsheet.

Mary Ann Graue