QuoteWerks Integration with Sage Line 50

ConnectIT is the NEW and future of integration between QuoteWerks and Sage Line 50.

Main functionality is as follows....

• The ability to create Service Invoice and Service Credit document types in Sage Line 50 from the current active QuoteWerks document .
Ability to create Sage documents from QuoteWerks QUOTE, ORDER or INVOICE document types.
• Transfers the Sage Invoice number back into the QuoteWerks software.
• Supports Credit Notes .
• QuoteWerks documents distinguished between - "SI Created in Sage" and "SC Created in Sage" respectively.
• Options to use a default product code if the products code from QuoteWerks does not exist in Sage.
• Integration for Sage Service Invoices and Service Credit Note document types
  
• Allows the creation of new products within Sage without needing to leave the QuoteWerks application.
• Options for writing values to the Notes Field of a Sage Invoice.
• Quick and easy installation using a standard Windows Installer package.
• The ability to create several products in Sage at one time using the Items on the QuoteWerks document.
• The ability to create Customer Records in Sage.
• Creation of Customers in Sage using SoldTo, ShipTo and BillTo fields on the QuoteWerks document.
• Create Purchase Order in Sage from quote in QuoteWerks. You can also create multiple Purchase Orders in Sage when the QuoteWerks document has more than one Vendor.
• Calculates Carriage for Purchase Orders from the QuoteWerks Shipment Costs
• The ability to select whether the SoldTo,ShipTo and BillTo fields are to be used for the Sage document addresses.
• The option to take the Sage Account Reference from a field in QuoteWerks
• Optimised customer and product searching.
• The ability to perform a non-exact match on the customer’s name when searching for an Account Reference.
• Supports different non-UK tax rates.
• Supports QuoteWerks V4.0 Standard, Professional and Corporate Editions.
• Supports Sage Line 50 (V 9,10,11, 12, 13, 14 & 2009).

ConnectIT must link directly to Sage Line 50 (must be installed on your network like QuoteWerks would be, and not on a local workstation) and does not support any 3rd party add-ons to Sage (Like Bill of Materials).