- By default, ConnectIt uses the Manufacturer Part Number field in QuoteWerks to match with the product code in Sage. If you would prefer ConnectIt to use a different field in QuoteWerks, click the drop down list box to select an alternative, i.e. Vendor Part Number, Custom Text 01–10 (product fields) etc.
- By default, ConnectIt uses the Description field in QuoteWerks for the Description and Comment in Sage. If you would prefer ConnectIt to use different fields in QuoteWerks, click the drop down list box to select an alternative, i.e. Notes, Custom Text 01–10 (product fields) etc.
- To replace the default Sage Product Description with what has been entered in QuoteWerks, tick the Override Sage Product Description tick box.
- By default, ConnectIt will not transfer line items from the QuoteWerks Document which have a zero Quantity or Price. To include these lines in the transfer, tick the Transfer Line Items that have a zero Quantity and/or Transfer Line Items that have a zero Price tick boxes.
- If you require a product Requested Delivery Date and/or product Promised Delivery Date to be transferred to Sage, enter a Macro, such as &QWDH_CustomDate01 or &QWDI_CustomDate01 into the Requested Delivery Date and/or Promised Delivery Date fields. For both Requested Delivery Date and Promised Delivery Date, there are options to take No Action, or Display a Warning or Fail the Transfer if either delivery date field is blank. For full details of the macros available, please see the ConnectIt Knowledgebase Article 90. Note that these Requested Delivery Date and Promised Delivery Date options will be greyed out and inactive if the Requested and Promised Delivery Date options have been enabled on the Documents | Sage Defaults tab.
- If you would like to specify the Sage Warehouse where an Item is supplied from, then enter a value into the Warehouse field. Both macros (such as &QWDH_CustomText01) and fixed values (such as “HOME”) are supported. Note that when used in conjunction with the Advanced tab | Document Transfer | Sage 200 | ‘Suppress prompts that an Item is not available from the default Warehouse”, then Stock values in Sage may become negative.
- Click the Save button to retain the settings on the Products | Sales Documents | Main tab.
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