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AQ Import Setups |
  
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AQ Import Setups |
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These are the recommended settings and will likely never need to be changed.
Go to Maintenance: Import: and select Import AutoQuotes
Select the "cogwheel" and select Customer Setup and Inventory Setup to make changes
Customer Setup
These settings will be applied to *new* customers added to POSitive via the AutoQuote Import. Once the customer is added to the Customer Center, these default settings can be changed if desired.
Defaults
Default Customer Type = Computed (or your choice)
Default Tax Group = Cash Sale Default
Default Price Code (level) = 2
Default Terms = NONE (or your choice)
Default Category = DEFAULT (or your choice)
Duplicates
Duplicate Action = "Do not update; leave existing information"
Inventory Setup
Costs = checkmark all "update" options (except Imported Price Includes Tax)
Other visible options = leave UNCHECKED
"Import as Unposted,"
"Verify Cost/Price Changes Before Committing"
"Show Linked Only"
Defaults
Vendor ID = (leave this blank)
Default Department and Category (your choice)
(Note: ALL inventory imported from AutoQuotes will *not* be categorized. All inventory will be assigned to the category designated here. After the import is completed, you will want to re-assign the items in this category to other appropriate categories. An inventory item can only be assigned to one category.)
Click on the Choose Dept/Category [F5] button
Select a desired category (or create a new one for selection)
Update Options
Select "If item already exists in Inventory, update even if Description is different"
Select "Add/Update Imported Items To Vendor Inventory List"
User Define (leave All blank)
Numeric Format (leave All blank)
Matrix (leave All blank)
SKUs (leave All blank)