Quote Import

The Quote import type represents revenue generated from accepted quotes established for the order through the Quotes System. Only quote records with a Status of Accepted will appear as a type within Revenue Import.

The application uses the Import Agent Revenue screen to processing this import type.

The following table contains data unique to this import type.

Column	Description
Import	Users can place a checkmark () in this column to select records to be imported individually through the Import Agent Revenue dialog.
As Group	Checking this option within the grid instructs MoversSuite to create a revenue group for the item within the Transactions tab. Leaving this option unchecked, the application creates revenue items.
Description	This column displays the agent participating role in the order as Booking, Origin, Destination, and Hauling.
Agent ID	This column displays the agent receiving the revenue, which is the agent associated to the branch set for the order. The Agent ID can be updated for an item by selecting the appropriate agent from the drop-down list. NOTE: Agents are defined within Agent Setup and link to the order branch through Branch Setup.
Item Code	MoversSuite Item Code used for transaction processing of the quote item displays in the column. See Item Code Setup for more information.
Amount	The dollar amount Charge set for the quote within the Quote tab displays in this column.
Imported On	The date (in MM/DD/CCYY format) that the import was processed displays in this column.

RELATED TOPICS:

Import Agent Revenue

Quote