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.
Step 2 — Review the menu that appears.
Step 3 — Select New Salesperson Menus.
Step 4 — From the Salespeople Menu, select Reports 2 Xcel and press Enter.
Step 5 — Review the menu that appears.
Step 6 — Select Prelude Export for AQ.
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.
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.
Step 10 — Select Execute and press Enter.
Tip: Execute is automatically selected when the menu appears. Press Enter to continue.
Step 11 — At the Output to Screen/Print/Hold/Aux/Email/Fax/FTP menu, enter P and press Enter.
Step 12 — At the SB+ Print Manager screen, enter FILEDUMP in the Printer Name field and press F2.
FILEDUMP is case-sensitive.
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.
Open the Exported Quote
Step 14 — Open the email attachment.
The attachment contains two tabs:
- Stock_Items
- Non_Stock_Items
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.
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.
Step 18 — Return to the AQ quote and click in the blank space.
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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.
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
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.
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.
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.
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.
Step 35 — Select OK after correctly labeling each column.
Step 36 — Review the manufacturer information.
The AQ Mfr Name may populate automatically. In the source example, it does not.
Step 37 — Double-click the AQ Mfr Name field beside the first Item Number.
Step 38 — Select OK when all manufacturer fields are completed.
Complete the AQ Quote
Step 39 — Review all items added to the AQ quote.
Step 40 — Confirm that the pricing carried over from the Prelude quote and matches.
Step 41 — Continue as usual to print the quote and send it to the customer.
