AQ Import

Owned by Stephen Juliano (Unlicensed)
Last updated: Sept 03, 2022 by Colleen Juliano
3 min read

Table of Contents

Overview

 

TRX's unique interface with Auto Quotes allows you to completely design your projects in the AQ environment and easily import them into TRX. The interface saves time as there is no need to re-key items which will reduce mistakes. 

Detail

When importing a project from AutoQuotes the job should be completely quoted with customer sign off on the AQ Quote. We also allow importing items via change order not marked as a change order so it is possible to import parts of the job as they are completed. 

The following are helpful hints to maximize efficiency using the AQ Interface:

  • 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.

When you are ready to import the project press the lightning bolt button located in the toolbar. TRX will create any items that do not yet exist in inventory. You will have an opportunity to review the items that were created and make any changes needed. We allow changes to the item category, class, and manufacturer as well as allowing you to mark items as serialized or obsolete when out of stock. We also offer a means to mark all items as obsolete when out of stock by pressing the button labeled "Mark All Obsolete." Save (F10 or press the save toolbar button) and press the red door toolbar button when you are done.

After you have exited the Missing AQ Items screen we bring you back to the AQ Import screen and you will press the lightning bolt button again to move forward with creating the project.