Click on the Settings tab on the left hand side of the window. Here you will configure the Field Mapping, Default Product Group, and Default Record Owner, as described below.

Field Mapping

You will use this section to map each Halo Site Address Line to a QuoteWerks address field. You can do this by using the drop down menus in the QuoteWerks Field Mapping column and selecting the appropriate fields.

Default Product Group

Here you can set the default Product Group for Products in HaloPSA that do not have a Product Group set. This Halo Product Group will be used when a QuoteWerks line item cannot be matched to an existing Halo product and a new Halo product needs to be created.

Default Ticket Type

This setting determines the type of ticket that will be created in HaloPSA when creating a new opportunity. The options available here will display those ticket types available in HaloPSA.

Default Record Owner

Here you have the ability to set which QuoteWerks user is the default record (Opportunity/Quote) owner in HaloPSA. You can select to set the default to either the QuoteWerks Logged In User or the QuoteWerks Sales Rep, both of which are mapped to the HaloPSA UserName.