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Exchange Rate Update utility

For use with: QuoteWerks v4.0 build 17 to v5.2 build 8.18

About the User: This project was commissioned by a client who buys and sells high volume, low margin products worldwide. Due to the fluctuating exchange rates, it is essential for them to have current pricing to ensure profitability on deals.

Project Brief: To make updating product sales and purchasing easier by automatically reading the current currency exchange rates from a bank’s website and then updating QuoteWerks’ product databases and quote document cost and selling prices.

Exchange Rate Update utility

Features:

  • Reads the current currency exchange rates from their bank’s website.
  • Updates QuoteWerks’ Convert From / To Exchange Rates.
  • Updates QuoteWerks’ product database purchase cost and selling price values.
  • Updates cost and selling prices on the current QuoteWerks document based on updated Exchange Rates and various factors inputted into the QuoteWerks Document.

Benefits:

  • Saves significant time versus manually updating QuoteWerks’ exchange rates, product prices and document details.
  • Ensures quoted prices are up-to-date thus ensuring accurate margin on sales.

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