The Kaseya BMS Quotes tab is where default mappings can be set for how quotes are created in Kaseya BMS from QuoteWerks.
Create Service Quote when creating an Opportunity in Kaseya BMS checkbox
When this checkbox is set, QuoteWerks will be able to create the service quote in Kaseya BMS. The line items from QuoteWerks will be written into the Kaseya BMS service quote.
Important: QuoteWerks will create the service quote in Kaseya BMS and link it automatically to the opportunity it creates. The service quote will include both products and services on the same quote. This setting is required if you wish to have the line items from QuoteWerks pushed over to Kaseya BMS. |
Quote Status
The Quote Status mappings enable you to set the default status for the quotes QuoteWerks creates in Kaseya BMS. You can set the default status when a quote is "New", Closed-Won, and Closed-Lost and this default status will be used when the quote is created, marked as won, or marked as lost. These are just the defaults, the user will be able to manually change as needed if they'd like to.
Mapping
The Map QuoteWerks Field drop-down will provide a list of fields from QuoteWerks (Introduction Notes, Closing Notes, Purchasing Notes, Internal Notes, CustomMemo01, CustomMemo02, CustomMemo03, and CustomMemo04) that can be used to populate the Kaseya BMS "Quote Summary" field. This is useful if you want to create an internal summary of what the quote is for in QuoteWerks and have that text write into Kaseya BMS.
Shipping
If the Include Shipping in Kaseya BMS Quote checkbox is set, QuoteWerks will write over the Shipping Amount into the Kaseya BMS quote. For this feature to work, you will need to set a default Shipping ItemName and a Shipping Description.
See the following topics for information about the other tabs on the Kaseya BMS Setup window: