A series of steps must be completed by AutoQuotes users prior to implementation of the product.
- Export the AutoQuotes Manufactures list into an Excel spreadsheet.
- Select the Mfr Export Option on the MFR Settings tab.
- Add Your Vendor ID to the export, if necessary.
- Add the DDI Vendor Number as Your Vendor ID in the Excel file.
Note: Required only for vendors you use.
- Import the updated excel file into Auto Quotes using the MFR IMPORT option to create a link between DDI vendor number and AutoQuotes vendor.
- Add the JSON export option to AutoQuotes, if necessary.
Note: Navigate to Admin Settings>Company Settings>Export, then click Add Export (or Add, if there are already other export types).
- In the Add Export Settings dialog:
- Type the export Name.
- Set the Export Type as Json Export v2.
- Enable the Use Your VendorId as Vendor Number option.
- Save changes.
- Export the project from AutoQuotes using the JSON file export created above using the
Accounting Export option on the EXPORT/IMPORT tab.