1.Select the +/- column if you use negative values in QuoteWerks. If the box is ticked, ConnectIt will change the sign in the corresponding document from plus to minus, or from minus to plus. If the tick box is not ticked, ConnectIt will not change the sign.
2.Select the Active column to select which QuoteWerks document types you would like to be created in Sage. If you would like certain document to be created please tick the appropriate box in the Active column for that particular document type. To prevent certain document types being created, click the tick box to deactivate it so that the box is not ticked.
3.Select from the Address and the Delivery Address column which of the QuoteWerks Sold To, Ship To, Bill To address fields are used when transferring the information into Sage. The Address column transfers to the Sage Address on the details tab of a document and the Delivery Address transfers to the Sage Delivery Address on the Order Details tab.
4.Select the Comment column tick box if you would like to transfer QuoteWerks comment lines into Sage.
5.Select the Group Header column tick box if you would like to transfer QuoteWerks Group Header lines to Sage as Message Lines.
6.Select the PO Docs column tick box if you would like to transfer Comment and Group Header lines to Purchase Order documents as well as Sales documents in Sage.
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