--- title: How Do I Convert a Prelude Quote to an AQ Quote? description: Export stock and non-stock quote items from Prelude and import the emailed Excel data into an AQ quote using Import Mapping. --- [Skip to content](https://train.singerequipment.com/knowledge-base/how-do-i-convert-a-prelude-quote-to-an-aq-quote#main-content) English Show submenu for translations [![SINGER](https://train.singerequipment.com/hubfs/images/logos/singer-logo.svg)](https://train.singerequipment.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Singer Equipment Knowledge Base](https://train.singerequipment.com/knowledge-base?hsLang=en) 2. [Prelude](https://train.singerequipment.com/knowledge-base/prelude?hsLang=en) 3. [Quotes and Pricing](https://train.singerequipment.com/knowledge-base/prelude?hsLang=en#quotes-and-pricing) September 14, 2026 # How Do I Convert a Prelude Quote to an AQ Quote? ## Export stock and non-stock quote items from Prelude, receive them by email, and import them into an AQ quote. ### [**Job Aid: Prelude to AQ**](https://singerequipmentco-my.sharepoint.com/:p:/g/personal/afalcione_singerequipment_com/IQDAoAE5kt0JSrq_TC9EARPQAdy1hbXQ86uCcAP9LLXkWrA?e=Uuya9F) Use this procedure to export a Prelude quote and add its stock and non-stock items to an AQ quote. Export the Quote From Prelude **Step 1 — From the Customer Service Menu, select Entry and press Enter.** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-39-44-5334-PM.png?width=670&height=255&name=image-png-Aug-21-2026-08-39-44-5334-PM.png)** **Step 2 — Review the menu that appears.** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-40-17-2897-PM.png?width=670&height=259&name=image-png-Aug-21-2026-08-40-17-2897-PM.png)** **Step 3 — Select New Salesperson Menus.** ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-40-46-9720-PM.png?width=670&height=261&name=image-png-Aug-21-2026-08-40-46-9720-PM.png) **Step 4 — From the Salespeople Menu, select Reports 2 Xcel and press Enter.![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-02-16-4384-PM.png?width=670&height=252&name=image-png-Aug-21-2026-08-02-16-4384-PM.png)![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-02-47-0805-PM.png?width=670&height=289&name=image-png-Aug-21-2026-08-02-47-0805-PM.png)** **Step 5 — Review the menu that appears.** **Step 6 — Select Prelude Export for AQ.** ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-03-30-3141-PM.png?width=670&height=293&name=image-png-Aug-21-2026-08-03-30-3141-PM.png) **Step 7 — Confirm or enter your email address.** The screen will populate with your email address already entered. If it does not, type it in the **Email Address** field and press **Enter**. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-04-04-7479-PM.png?width=670&height=291&name=image-png-Aug-21-2026-08-04-04-7479-PM.png) **Step 8 — Confirm Email appears next to Format and press Enter.** **Step 9 — Enter the desired quote number next to Quote Number and press F2.** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-06-08-2405-PM.png?width=670&height=282&name=image-png-Aug-21-2026-08-06-08-2405-PM.png)** **Step 10 — Select Execute and press Enter.** **Tip:** Execute is automatically selected when the menu appears. Press **Enter** to continue. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-06-48-6430-PM.png?width=670&height=291&name=image-png-Aug-21-2026-08-06-48-6430-PM.png) **Step 11 — At the Output to Screen/Print/Hold/Aux/Email/Fax/FTP menu, enter P and press Enter.![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-08-01-1298-PM.png?width=670&height=285&name=image-png-Aug-21-2026-08-08-01-1298-PM.png)** **Step 12 — At the SB+ Print Manager screen, enter FILEDUMP in the Printer Name field and press F2.** **FILEDUMP is case-sensitive.** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-09-23-4065-PM.png?width=670&height=301&name=image-png-Aug-21-2026-08-09-23-4065-PM.png)** **Step 13 — Wait for the request to process.** Prelude will display **Selecting Records** while it processes the request. Within 5–10 minutes, you will receive an email with the quote. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-10-45-9917-PM.png?width=670&height=264&name=image-png-Aug-21-2026-08-10-45-9917-PM.png)  Open the Exported Quote **Step 14 — Open the email attachment.** The attachment contains two tabs: - **Stock\_Items** - **Non\_Stock\_Items** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-12-00-2658-PM.png?width=471&height=262&name=image-png-Aug-21-2026-08-12-00-2658-PM.png)** **Step 15 — Open a blank or existing AQ quote.** Use a blank AQ quote or open the AQ quote to which you want to add the items. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-13-17-9222-PM.png?width=670&height=368&name=image-png-Aug-21-2026-08-13-17-9222-PM.png) Import the Stock Items **Step 16 — Open the Stock\_Items tab in the Excel spreadsheet.** **Step 17 — Select and copy the stock items you want to add to the AQ quote.** Highlight all the desired items, then press **Ctrl+C**. The selected information will be surrounded by green dashes. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-14-07-6720-PM.png?width=670&height=485&name=image-png-Aug-21-2026-08-14-07-6720-PM.png) **Step 18 — Return to the AQ quote and click in the blank space.** ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-15-00-6056-PM.png?width=670&height=358&name=image-png-Aug-21-2026-08-15-00-6056-PM.png)\] **Step 19 — Press Ctrl+V to paste the Excel information.** Right-clicking and attempting to paste will not work. **Step 20 — Review the Import Mapping screen.** The column titles may not initially appear. This is okay. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-18-04-1320-PM.png?width=670&height=444&name=image-png-Aug-21-2026-08-18-04-1320-PM.png) **Step 21 — Match each column using the dropdown boxes.** For stock items, the order from left to right is: - **Item#** - **Stock Model** - **Model** - **Quantity** - **Selling Unit** - **Net** - **Sell** ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-19-13-6689-PM.png?width=670&height=420&name=image-png-Aug-21-2026-08-19-13-6689-PM.png) **Step 22 — Select OK after correctly labeling each column.** **Step 23 — Review the manufacturer information.** The **AQ Mfr Name** may populate automatically. In the source example, it does not. **Step 24 — Double-click the AQ Mfr Name field beside the first Item Number.** In the source example, all three items are from WNA. Begin typing **Waddington North America** in the blank field.![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-20-09-0721-PM.png?width=670&height=566&name=image-png-Aug-21-2026-08-20-09-0721-PM.png) **Step 25 — Select the manufacturer name and press Enter.** **Step 26 — When the AQ Mfr Name is fully populated, select OK.** **Step 27 — Review the stock items added to the AQ quote.** The pricing from the Prelude quote will carry over and match.![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-21-08-3656-PM.png?width=670&height=150&name=image-png-Aug-21-2026-08-21-08-3656-PM.png) Import the Non-Stock Items **Step 28 — Return to the Excel document.** **Step 29 — Select the Non\_Stock\_Items tab.** **Step 30 — Review the Non\_Stock\_Items tab.** **Step 31 — Select and copy the non-stock items you want to add to the AQ quote.** Highlight the desired items, then press **Ctrl+C**. The selected information will be surrounded by green dashes.![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-23-20-9856-PM.png?width=670&height=117&name=image-png-Aug-21-2026-08-23-20-9856-PM.png) **Step 32 — Return to the AQ quote and click in the blank space.** \[INSERT IMAGE 23 — Blank AQ space for non-stock items — centered\] **Step 33 — Press Ctrl+V to paste the Excel information.** Right-clicking and attempting to paste will not work. **Step 34 — Correct the column labels on the Import Mapping screen.** The columns will initially be incorrectly labeled. Change each applicable dropdown box so the information populates correctly. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-24-44-5676-PM.png?width=670&height=423&name=image-png-Aug-21-2026-08-24-44-5676-PM.png) ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Aug-21-2026-08-25-15-2082-PM.png?width=670&height=421&name=image-png-Aug-21-2026-08-25-15-2082-PM.png) **Step 35 — Select OK after correctly labeling each column.** **Step 36 — Review the manufacturer information.** The **AQ Mfr Name** may populate automatically. 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