Are there sample csv files for importing quotes or am I safe to assume the ones for order entry will work? The templates look the same except for the fields unique to CQ.

Thanks

Hi Mike

There are six sample csv files, in the \Softrak\ACWIN\Samdata folder. They start with the letters QT and have an extension of CSV.

Steve

Thanks Steve, I was afraid of that. I deleted all my Samdata folders but one assuming that they were the same for all modules. But since I'm doing a simple import (Quotes Version 1 Default) I'm not gong to worry about it right now. Everything worked fine but as follows:

I assumed that non-imported fields would use default values (other than those documented in the manual). I have defaulted every customer/prospect with a Contact/ShipTo Code of "BLANK" and the corresponding description "Same". I don't want the billing info always printing in the ShipTo fields. When I did the import, the Contact/ShipTo Code "BLANK" and the first description line "Same" where there, but every other field was filled in with the billing info. Must I always import blank data for all the ShipTo fields when i do an import??

Thanks

Mike,

You should call your Adagio Consultant to help you with this. We have done a number of imports into Adagio CQ from Web stores and it works quite well.

We have recently released our Link2SalesCQ which now handles mass transfers of Approved Quotes (Web Orders) into Adagio Order Entry. Our bench mark is about 80 quotes per minute on a busy network. We have transferred as imports into Adagio Order Entry, as many as 400 per import with over thousands line of details.

Works well. Please call when you are looking for a solution to transfer the quotes (approved) to Order Entry, if you have the volume.

Best,
Brian

With Link2SalesCQ, do the quotes arrive in OE as open orders or as invoices? In the past the problem has always been doing the Ship All and posting the invoices one-by-one because of OE's inability to post multiple orders like Adagio Invoices does. How does Link2Sales CQ handle this?

Hi Brian,
With Link2SalesCQ, the quotes normally arrive in OE as open orders. If your settings in OE are set to default to shipped as ordered or if you want to receive the orders in from SalesCQ as being shipped, that is possible, too.

The Link2SalesCQ is used a vehicle to select (in mass) quotes that we use Gridview to create the driver file of quotes that are approved for sending to Order Entry. We currently map the quoted quantity as the ordered quantity, but we could easily map the ordered quantity from the web, and and feed into the ordered and shipped quantity in Order Entry, if by default the site was shipping the quantity in OE before confirming the packing slip details.

Thanks,
Brian