Overview
The single biggest time saver in TRX is the ability to load orders and projects directly from Auto Quotes Files. TRX will allow you to import quotes from Auto Quotes directly into the new order entry screen much the same way we allow you to enter projects. This eliminates re-typing time and human errors.
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TRX will create new items on the fly based on the AQ information, allow you to set attributes, and create the order for approval before processing.
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Load Orders Screen
The Load orders from AQ screen looks and acts like the load projects screen. This screen will still use project files exported from Auto quotes and stored on your server or local machine. This screen will also check the order for items that are not in your database and create them before the order is created. Once all items are checked and created, and you process the import, the order will be displayed in the "New Order Entry" screen for editing. It will not be a real order until it is processed.
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Once the order is imported you will be asked if you would like to view it in enter new sales orders. This is recommended as, at this point, it is not a processed sales order and can be edited before you process it.
Importing AQ Project Into Existing Order
Once the Order is processed, you can import another file into the Order.
Open Order in Order Query Change
ORD>Order Query/Change
Hit “Import ADD From AQ”
Select the File Type
TRX File - Will have .txt extension
JSON File - Will have .JSON extension
Select Your File
The file will import. Any new items will be created in the popup. When you Save & Exit, the file will load (it will take longer for larger files).
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