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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. 

Table of Contents

Detail

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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  1. Open Order in Order Query Change

    1. ORD>Order Query/Change

  2. Hit “Import ADD From AQ

    1. Image Added

  3. Select the File Type

    1. TRX File - Will have .txt extension

    2. JSON File - Will have .JSON extension

  4. 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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Create New Items Screen

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Items Loaded into Order

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