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Customer Selection

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AutoQuotes are created for customers, however the .JSON file may not have the full customer information.

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The Import From section shows the name of the customer as recorded in the .JSON file.

The Import To section shows whether or not a match can be found in the POSitive For Restaurant Equipment Customer Center.

If there is no match found, choosing Continue will create a new customer in POSitive with the customer information from the AQ import. You also may change the customer by selecting "Change Matching Customer".

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"Change Matching Customer" will open the POSitive For Restaurant Equipment Customer Locate screen. Find the desired customer and choose Select.

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The Import To section now shows the customer you selected. Click on Continue to begin the AQ import.