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QuoteWerks TASBooks integration

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

About the User: This project was commissioned by a client who had previously developed an integration but wanted the unstable application putting into a more professional framework and enhanced for deeper integration and additional features.

Project Brief: To put the existing application into a ConnectIt application framework, add error handling and improved database access techniques, update the QuoteWerks Products database Availability (Stock) information when an Order is converted to an Invoice and allow the User to select a Delivery Address if the Customer has more than one listed in TASBooks.

QuoteWerks / TASBooks integration

Features:

  • Real-time monitoring of User actions in QuoteWerks with prompts as appropriate to perform custom actions.
  • Updating Availability (Stock) both Allocated and Unallocated in QuoteWerks.
  • Automatic production of Picking / Packing Lists and Delivery Notes.
  • Outlook integration - automatically emailing notifications to Customers on Order progress.
  • Support for QuoteWerks Standard, Professional and Corporate editions.

Benefits:

  • Seamless integration between QuoteWerks and Sage TASBooks.
  • Management of the business process around Order fulfilment based on User actions.
  • Up-to-date Stock information in QuoteWerks helping the User understand what they have available to supply immediately.
  • Extremely flexible platform for future add-on development.


ConnectIt-TASBooks prompt

QuoteWerks Document

TASBooks Document

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