- By default, ConnectIt uses the Vendor field in QuoteWerks to match with the Supplier Name 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. Manufacturer, Custom Text 01–10 (product fields) etc.
- By default, ConnectIt does not allow documents to be created if the Product or Charge Code specified does not exist in Sage. Tick the tick box if you would like documents to be created even if the Product or Charge Code does not exist in Sage.
- If you have allowed documents to be created even if the Product or Charge Code specified does not exist in Sage, enter the default product codes for Taxable and Non-taxable products that are to be allocated to line items in Sage.
- Click the Save button to retain the settings on the Products tab.
|
