The Product List sub-tab is shown below:
QuoteWerks can link to the ConnectWise product database as a Product Data Source. From within QuoteWerks you can search the ConnectWise product database, and add these products to your QuoteWerks quote.
Once you complete the mappings on this tab and click on [Ok], you can create a ConnectWise Product Data Source under the Products->Setup Product Data Sources menu.
Here you can map the ConnectWise Product Types or Categories/SubCategories over to a corresponding QuoteWerks Item Type and define what Item Type to use if a ConnectWise Product Type is left unmapped.
ConnectWise Products that are Taxable Should Be Mapped to this QuoteWerks Taxable Status (Applies to Canadian Users Only)
ConnectWise Manage Users in Canada can use this mapping on the ConnectWise Setup Window. The mapping enables a taxable item to be set as PST Only, GST Only, or Both GST and PST. For users outside of Canada, the only option is 'Y' for taxable.
Use ConnectWise Product's Unit of Measure to Determine Recurring Properties
When this setting is enabled QuoteWerks will view the unit of measure field in ConnectWise to determine if the item is recurring. For example, if the unit of measure of an item in ConnectWise is marked as "Month" the item when added to a document in QuoteWerks will have a recurring property of monthly.
First Payment Included in Document Totals for Recurring Products
When this setting is enabled QuoteWerks will have the option to include First Payment in Document Total check for any recurring items added to the quote from the ConnectWise product database.
Click OK once you have completed all steps and are ready to exit the ConnectWise Integration setup.
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See the following topics for information about the other sub-tabs under the ConnectWise Setup window's Products tab:
