Getting Started

Mailing jobs often contain unknown product quantities when you receive them from your customer, which may prevent you from starting the production process, including makeready tasks such as plate burning, cutting paper, or reserving inventory items, while you wait for the final quantity from your customer.

With the Import/Export Composition Detail feature, that enables you to easily update Estimate or Job records, you can create the records with only a rough idea of the products and their components’ final quantities right away. When you receive the right final quantity from the customer – or if the quantity changes multiple times – you can correct what you set in the Job or Estimate and then recalculate the engineering or, if you already started the production, define a fixed quantity to charge on the Job.

This feature also enables you to use a spreadsheet to quickly check, compare, and update the product information directly in the corresponding Job or Estimate record, rather than individually checking and updating every component and component version on the Composition Detail screen in iQuote. Additionally, you can use the same spreadsheet to edit the descriptions of products, components, and versions, as well as create new versions.

Tip: While the Import/Export Composition Detail feature can help you edit and update large amounts of product information quickly, you can still use the standard iQuote screens for small changes to product details.

 

Prerequisites

To use the Import/Export Composition Detail feature in iQuote, you must complete the following prerequisites:

Obtain the appropriate permissions to access Product Specifications from your system administrator.

Install Microsoft Excel or similar software that can open an .xlsx format file.

Set up at least one Estimate or Job record in iQuote.

 

How It Works

The following table describes how the Import/Export Composition Detail feature works:

 

‎