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Peachtree Customer ID

Select the QuoteWerks field that will be used to store the Sage 50 (Peachtree) Customer ID. For details, see the Configuring the Sage 50 (Peachtree) Customer ID section earlier in this Chapter.

Peachtree Item ID

Select the QuoteWerks field that will be used to store the Sage 50 (Peachtree) Item ID for each line item in the order. For details, see the Configuring the Sage 50 (Peachtree) Item ID section earlier in this Chapter.

Peachtree Sales Rep ID Mappings

The Sage 50 (Peachtree) Sales Rep ID will probably be different from the QuoteWerks Sales Rep name. Here you can specify what the Sage 50 (Peachtree) Sales Rep ID is for each QuoteWerks Sales Rep name. Check the “Leave Sales Rep ID Blank” checkbox if you would prefer not to export sales rep information with the transaction.

 

For information on the next tab, see Misc. Tab.

 

Related Topics:

●Setting Up the Import/Export Sage 50 (Peachtree) Link

Version 5.2 (Build 8.12)  - July 7th, 2017