- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
- Door Management
- Exchange Rate Lookup
- Microsoft Business Central
- Microsoft CRM Contracts
- PDF Conversion
- Peer Reviews & Approvals
- Price Rounding
- Postcode Address Finder
- Purchase Order Tracking
- QuoteWerks Avalara Avatax
- QuoteWerks ChargeLogic
- QuoteWerks DDI System
- QuoteWerks Excel Reporting
- QuoteWerks FedEx & UPS
- QuoteWerks HTML Email
- QuoteWerks Line Item Sort
- QuoteWerks Monday.com
- QuoteWerks Opt Item Import
- QuoteWerks Price Uplift & Drop
- QuoteWerks Sage 50 Canada
- QuoteWerks Sage 50 Stock
- QuoteWerks Scripting
- QuoteWerks ServiceNow
- QuoteWerks TASBooks
- QuoteWerks TechData (C2000)
- QuoteWerks PO Tracking
- Repair Management
- Resource Management
- Sage 200 Discounting
- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
QuoteWerks Sage 50 Canada integration
For use with: QuoteWerks v4.0 build 17 to v23.0 build 5.13 & Sage 50 Canada v27.20 (2020 SP1) to v28.10 (2021 SP1).
About the User: This project was commissioned by a client who recently added QuoteWerks
to the software that they use day-to-day.
Project Brief: The immediate requirement was to take one of the existing ConnectIt
accounting integration applications (ConnectIt-Sage100 for Sage 100 ERP) and convert this to work
with Sage 50 Canada. On completion and following the successful rollout of the software for Canada,
the client then decided that they would also like to roll it out for use with their other territories,
including North America, Germany and UAE all of who also used the Canadian edition of Sage 50 for
accounting.
Versions
The initial ‘one document at a time’ version of the ConnectIt software running from the QuoteWerks Tools menu:
The enhanced version which supports ‘Profiles’ to cater for the different Configuration settings required for the different Territories and runs with it's own User interface transferring multiple Documents at once:
Features:
- Enables the QuoteWerks user to create the current active QuoteWerks document in Sage as a Quote, Order or Invoice.
- An intuitive and user friendly interface that allows the User to transfer document information with just a few clicks.
- Several utilities to check that the configured Sage Company ConnectIt is linked to has the required Accounts set up.
- Many configuration options so that ConnectIt-Sage100 can be set up to suit your business requirements.
- Support for QuoteWerks Standard, Professional and Corporate editions.
Benefits:
- Seamless integration between QuoteWerks and Sage 50 Canada.
- Signifcant time saved as compared to manually re-entering the document information into Sage.
- The inevitable human errors of re-entering the document information into Sage are completely eliminated.
- Built on a very flexible platform for future development enhancements.
