Adaco: Importing Quotations

How to Import Quotes

• Go to Purchasing > Import Quotations.
• In the Quotation Details section, select  in the Vendor Number field, and select the Vendor, as per Fig.2. This is a mandatory field.

Fig.1 - Quote File Not Found message
 

• When a quote file is not found, select  in the Quotation File field to navigate and select the quote file, as per Fig.2.  This is a mandatory field.

• XLS - export from Property > Vendor > open Vendor > select Products tab > Export 
• CSV - excel file created using a generic 4-column setup: Vendor Product Number, Vendor Product Description, Cost (no currency symbols), Vendor Purchase/Pack Info. Requires Vendor Product Number (Property > Vendor> Options) to be enabled and Delimited Ascii (Property > Vendor > Products tab) to be checked as per Fig.3.
• TXT - similar to the CSV file but the field lengths need to be defined (Property > Vendor > Products tab > Start Position & End Position)

• In the Start Date list, select the start date that the quote will be active.  This is a mandatory field
• In the Expires On list, select the date that the quote will expire on.  This is a mandatory field

Fig.2 - Quotation Details section


Fig.3 - Product Import Quotation sample.csv
 

• Select Import

Field	Description
Matched Products	These are vendor products that are associated with products in Adaco, and are in the vendor's list of products as per Fig.4.   Fig.4 - Matched Products
Mismatched Products	These are products from the vendor that are not associated with products in Adaco, but can be associated in this screen.   Fig.5 - Mismatched Products To match a product, select the Select check box In the Product Number box, either enter the Adaco product number, or search for the product via the  button
Products Not Quoted	These are products that are on the vendors list of products, but are not in the quote file.   Fig.6 - Products Not Quoted To add a product that was not quoted in the file, select the Select check box Enter/Change the price in the Price field as needed Note: The Price field in this tab is populated from Product Master screen. Select Accept Quote to add that product to the active quote
Error Lines	These are products that could not be processed for various reasons.  The error can sometimes be corrected in this screen, or may need to be fixed within Adaco, or in the quote file itself.   Fig.7 - Error Lines To correct an error line, select the Select check box In the field where the error indicates, make the needed change Product Number Price Purchase Unit Select Reload to resolve the error message and add the product to the quote.

• Once all necessary corrections have been made to the products in the file, select either Save and New or Save and Close to commit the quote to the system

Fig.8 – Quotation Errors for example Quotation 26