Information about the different sections of the Autotask Setup window's Settings tab is outlined below.
To activate purchase orders from QuoteWerks in Autotask, choose "Autotask" from the Purchase Order Integration drop-down box. This will allow you to send over any orders from QuoteWerks to Autotask as purchase orders.
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Sync Received Items to Autotask
Checking this box will communicate from QuoteWerks to Autotask when items have been received.
For information on how to use purchase orders with Autotask, see Creating Purchase Orders in Autotask.
You can create new quotes starting with an Autotask Opportunity. When you create a new opportunity in Autotask or there is an existing opportunity in Autotask you can select this opportunity at time of opportunity creation in QuoteWerks by selecting it from the Opportunity dropdown menu.The Opportunity drop down will contain a list of all existing Autotask opportunities associated with the Autotask contact record on the Sold To / Ship To tab in QuoteWerks. If you have not already created a new opportunity for this quote, here you can select an existing opportunity to update with the current quote’s information.
User Impersonation
The User Impersonation setting allows API users to add and edit items on behalf of another resource or Autotask User. The resource being impersonated must have permission to perform all the actions the API user will need to integrate QuoteWerks with Autotask. Checking this checkbox will enable this setting.
See the following topics for information about the other tabs on the Autotask Setup window:
