Vendors Sub Tab |
  
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Vendors Sub Tab |
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Vendors in QuoteWerks need to be associated with their counterparts in Sage 50 (Peachtree).
Peachtree Vendor ID Mapping
The Sage 50 (Peachtree) Link can export a purchase order for each unique vendor that is on the order. Each line item in the QuoteWerks document that has a vendor specified in the vendor column will be exported in a Purchase Order for that vendor.
Sage 50 (Peachtree) assigns Vendor IDs to each of the vendors entered into Sage 50 (Peachtree). When exporting the Purchase Orders to Sage 50 (Peachtree), QuoteWerks will need to know what Sage 50 (Peachtree) Vendor ID should be associated with each Vendor Name used in QuoteWerks.
There are two ways to map the QuoteWerks vendors with the Sage 50 (Peachtree) vendors.
Lookup in Peachtree Using Vendor Full Name
Using this option, QuoteWerks will use the vendor full name listed in the QuoteWerks line item and match it with a vendor full name in Sage 50 (Peachtree) (not the Sage 50 [Peachtree] vendor ID). This option works well if your vendor full names in Sage 50 (Peachtree) match your vendor full names in QuoteWerks.
Lookup in QuoteWerks Vendor List using Full Name
If your vendor full names in Sage 50 (Peachtree) do not match your vendor full names in QuoteWerks, then you will need to setup a manual mapping to associate the QuoteWerks vendor with the Sage 50 (Peachtree) vendor.
To accomplish this manual mapping association, you will need to create an entry for each vendor that you use in the QuoteWerks under the Utilities -> Vendor Maintenance menu. In each entry, you can then enter the Sage 50 (Peachtree) Vendor ID in the Accounting ID field. After these setup steps have been completed, when QuoteWerks exports the Purchase Orders to Sage 50 (Peachtree), it will lookup the QuoteWerks vendor full name in the Utilities -> Vendor Maintenance list and then use the Sage 50 (Peachtree) Vendor ID specified in the AccountingID field to lookup the vendor in Sage 50 (Peachtree).
For information on the next sub tab, see Sales Reps Sub Tab.
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