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QuoteWerks Help
Version 25 (Build 1.17) 
January 16, 2025
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Click on the Product Group Mapping tab on the left hand side of the window. This is where you can map QuoteWerks Item Types to HaloPSA Product Groups. This is an important setting to ensure that as opportunities and quotes are shared between systems the appropriate Product Group is being assigned.

If an Item Type cannot be mapped to a HaloPSA Product Group the Default Product Group will be assigned. This default can be set under 'Default Product Group.'