Setting Up Peachtree Configurator

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OASIS can now access Peachtree's website configurator. This article will explain how to set up the configurator within OASIS.

 

1. Navigate to the Manufacturers page.

2. Open the Peachtree manufacturer entry.

3. Click the "General" tab.

4. Select "OASIS Specialization" from the "Specialization" drop-down list.

5. Click "Configure Specialization."

6. A new window will appear.

7. Enter the following URL into the "URL" field: https://www.oasissalessoftware.com/data/Peachtree

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8. Enter "site" into the User and Password field for the appropriate workgroup. Peachtree will authorize access from their site.

9. Click "Test." A pop up should appear stating that the set up was complete.

10. Click "Ok."

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