Overview
The AutoQuotes setup screen is used to configure the AutoQuotes import functionality. If you are not using AutoQuotes you do not need to make any adjustments here. TRX Enterprise provides a means for quotes exported from AutoQuotes to be imported into projects, sales orders, or sales quotes. You can have TRX automatically create any item that is not in the database based on your setup choices. This screen has several default values that need to be populated and there is also an AutoQuotes Manufacturer/TRX Enterprise vendor cross reference table that needs to be maintained.
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Detail
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Allow Quotes - Check this box to allow users to import quotes from AutoQuotes into Sales Quotes.
Allow New Prospects - If allowing quotes check this box to allow new sales prospects to be automatically created from the information in the AutoQuotes import file. If this is unchecked and the import file contains a new prospect the file will not be imported. The prospects phone number is used to determine if the prospect already exists in TRX.
Allow Projects - Check this box to allow users to import quotes from AutoQuotes into Projects. The items in the quote become planned material for the project.
Allow Non-Inventory Planned Materials - Check this box to allow users to import quotes and designate the items as non-inventory items.
Allow Orders - Check this box to allow users to import quotes from AutoQuotes into Sales Orders.
Allow New Customers - If allowing orders check this box to allow new customers to be automatically created from the information in the AutoQuotes import file. If this is unchecked and the import file contains a new customer the file will not be imported. The customers' phone number is used to determine if the customer already exists in TRX.
New Customer Template - If allowing new customers this is the customer template used when creating the customer. Use F9 for a list of customer templates.
Allow New Items - Check this box to allow new inventory items to be created when importing a quote that includes items that don't already exist in inventory.
Use Enterprise Price Rules - Check this box to re-price the items in the quote based on TRX Enterprise Price Rules. Leave this box unchecked and the prices will be imported as they were in AutoQuotes.
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