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- Custom Items – Should contain the word "Custom" in the Model Number. TRX will assign a unique inventory item number to the item that avoids average costing on on those items.
- Accessories and Options –Some TRX users put voltage, gas type and no charge accessories in the comments of the item to avoid creating many items.
- All item accessories can be marked "Obsolete when out of stock" so they will not show up on count sheets and interfere with inventory.
- Serial Numbers – Make sure to mark any serialized items with the "Serialized" inventory attribute when the items get created to force serial number entry when receiving and shipping.
- Import Into – Here you choose how you want to import the AQ quote. Besides importing into a project you can also import the AQ quote as a Sales Order or Quote.
- Source File – Enter the local address for the text file you exported from AQ.
- Warehouse – This will be noted as the default warehouse for the project. The initial value defaults from the AQ Import Setup screen.
- Salesperson – The salesperson for the project. The initial value defaults from the AQ Import Setup screen.
- Customer – The customer that the project is for. If there is customer data inside the AQ file you can leave this blank. Or you can press F9 to bring up the customer search screen.
- Project Type – Choose a project type for the project, you can press F9 for a list. The initial value defaults from the AQ Import Setup screen.
- Project Number – If you are auto-numbering projects this field will be populated automatically, otherwise choose a project number for the project.
- Project Title – The project title will be brought in from the AQ file so there is no need to type this in.
- Project Description – Enter a description for the project if applicable.
- Office – Enter the office that this project will be handled out of or press F9 for a list. The initial value defaults from the AQ Import Setup screen.
- Manager – Enter the manager of the project or press F9 for a list. The initial value defaults from the AQ Import Setup screen.
- Billing Category – Enter the default billing category for the project or press F9 for a list. The initial value defaults from the AQ Import Setup screen.
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