Defaults Tab |
  
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Defaults Tab |
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New Item Defaults
Default Item Type
When exporting an item(s) to Sage 50 (Peachtree) and a new item needs to be created in Sage 50 (Peachtree), you will be prompted to select the item type of “Stock item”, “Non-stock item”, “Service”, or “Labor”. Here you can select the default type.
Item Default Accounts
When you create a new item in Sage 50 (Peachtree), Sage 50 (Peachtree) allows you to associate a Sales Account, Cost of Sales Account, and an Inventory or Salary/Wages account with the item.
When QuoteWerks creates an item in Sage 50 (Peachtree), you can also select the appropriate accounts prior to the item being created.
You can specify the accounts that you would typically use for each type of item. When the Create Sage 50 (Peachtree) Item window is displayed the default accounts for that type of item will already be selected. If you want to change the account for the item, you can do so.
New Customer Defaults
Default Tax Code
You can set the default Tax Code used when QuoteWerks creates a new customer in Sage 50 (Peachtree). During the creation process, you will get the chance to select a different Tax Code at the time the customer is created.
For information on the next tab, see Sales Tax Tab.
Related Topics:
●Setting Up the Interactive Sage 50 (Peachtree) Link