Click on the Opportunity tab on the left hand side of the window. Here you will configure the Opportunity Actions and Opportunity Detail settings as described below. Opportunity details will only show if "Write Product into Opportunity" is selected.

Opportunity Actions

Completion of opportunity to "Won"

This setting controls when an opportunity is created in HaloPSA from a document in QuoteWerks. Often times this will be set to Automatic when converting to an Order, but you have other options as listed below.

oAutomatic when converting to Order

oAutomatic when converting to Invoice

oNever

Update HaloPSA opportunity name with Document name

If selected, the HaloPSA opportunity name will be updated with the QuoteWerks Document name.

When converting to order/invoice, and there is no existing sales opportunity, prompt to create a won opportunity

If selected, when you convert a Quote to an Order or an Invoice you will be prompted to create a won opportunity in HaloPSA. If this is left unchecked an opportunity will not be created. If an opportunity already exists you will still get prompted to convert it to won.

Write products into opportunity

If selected, items from the QuoteWerks document will be written into the opportunity in HaloPSA.

Opportunity Details

Line Handling

Write a single summary line item into the HaloPSA opportunity

oThis will create a single line in the opportunity representing the combined cost, price, and other attributes from the QuoteWerks document line items.

Write line item detail into the HaloPSA opportunity

oThis will write every line from the QuoteWerks document into the opportunity.

Part Number for Summary Item

This is the Part number that will be written into HaloPSA as a single revenue line item. This will reflect the quote total.

Use profit amount vs sale amount in sales opportunity

This allows you to determine whether you would like to send the profit amount instead of the sale amount when writing to a HaloPSA Opportunity

If you choose "Write a single summary line item into the HaloPSA opportunity" additional setting options will appear as outlined below:

Product ID Mapping - Map QuoteWerks Fields

Here you will set which QuoteWerks field to map the HaloPSA Item# to. Most often this will be mapped to the Manufacturer Part # as this is the unique identifier in the QuoteWerks system. You can however choose to map this field to a number of other QuoteWerks fields including CustomText fields. If you choose to map to any field other than Manufacturer Part # you will be able to set how QuoteWerks assigns a part number by clicking on PartNumber Generation options.

Here you will have the option to select:

oDo not auto-generate - this will not create a part number if one does not exist in HaloPSA

oAuto-generate using macro - this will generate a part number using a custom macro if one does not exist in HaloPSA

oAuto-generate using macro based on QuoteWerks ItemType - this will generate a part number based on the QuoteWerks ItemType. For ItemTypes that are not mapped you can create a custom macro to generate a part number for you

Each HaloPSA opportunity item must have a part number. If the  field mapping results in an empty part number, then you can set how each item will be assigned a part number in the section below HaloPSA Item#.

Include item cost in opportunity line item(s)

If selected, the item costs from the QuoteWerks document will be written into the opportunity in HaloPSA.

Copy Name to SKU field for each product

If selected, the Manufacturer Part Number from QuoteWerks will be written into the SKU field in HaloPSA.