- 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.
- Click the Save button to retain the settings on the Products | Purchase Documents tab.
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