Archon CRM Solutions

ConnectIT

ConnectIT


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

NEW - ConnectIT DEMONSTRATION VIDEO'S - Click here to see for yourself!

Version 1.3 includes the following major additions:  

  • The ability to create several products in Sage at one time using the Items on the QuoteWerks document.

  • The ability to create Customers in Sage.  

  • Creation of Customers in Sage using SoldTo, ShipTo and BillTo fields on the QuoteWerks document.  

  • The ability to select whether the SoldTo, ShipTo and BillTo fields are to be used for the Sage document addresses.

  • Allows configuration of the ConnectIT Settings database filename

  • Windows Installer3.1 prerequisite to simplify install on a non-service packed machines and older Operating Systems.

  • Hide passwords with asterisk characters "*".

  • Disable ability to allow blank product codes when using Sage V13.0 - Blank product codes cause an error when Posting the document.

Version 1.2 updates included:

  • Support for Sage Line 50 2007 (v13.0) Accounts, Accounts Plus and Financial Controller.

  • The ability to configure the document types, before and after statuses that ConnectIT uses and sets in QuoteWerks.  

  • Integration for Sage Product Sales Orders, Product Invoices and Product Credit Notes.  

  • The ability to configure the destination document types that ConnectIT creates in Sage.

  • The ability to create Service Invoice and Service Credit document types.

  • The ability to create Sage documents from QuoteWerks QUOTE, ORDER or INVOICE document types.

  • The option to use a default product code if the products code from QuoteWerks does not exist in Sage.

  • The option to select whether the Sage Doc number is bought back into QuoteWerks and which field it is written to.

The following functionality is supported in V1.0

  • The ability to create the current active QuoteWerks document in Sage.
  • Transfers the Sage Invoice number back into the QuoteWerks software.
  • Supports QuoteWerks V4.0 ( Build 17) Standard, Professional & Corporate Editions.

  • Supports Sage Line 50 (V 9,10,11 & 12).

Quick and easy installation using a standard Windows Installer package. 

Powered by Azura CMS
Design by Azura Design Studio