Once a customer job has been exported from Dashboard to Epicor, a quote will be automatically generated; however, the fields should be reviewed for accuracy.
- In Menu Groups open the franchise folder associated with the order. For example: CA Closets CC1> CC-Phoenix
- Follow this path: Sales Management>Quote Management>General Operations>Opportunity/Quote Entry>New >New Quote
Open TARS https://tars.calclosets.com
Enter your Facility ID, Login and Password
Click on Sign In
Open TARS https://tars.calclosets.com
Enter your Facility ID, Login and Password
Click on Sign In
Click the number under the DOC column to open the Job(s) that requires processing.
Click the files that include the verbiage: QuoteAssembly, QuoteDetail and QuoteHeader. These will automatically go to the download file.
After the documents are downloaded click on the Paper Icon. This is a tracking system to allow us to know the documents will be moved over to Epicor.
NOTE: If you are uploading more than one job then you would close the file box and go to the next job and repeat process, multiple jobs can be downloaded and transferred at a time.
Copy all the documents in this folder.
Paste these files to the Live Unprocessed folder.
NOTE: This folder currently lives in the following location Apps E >TARS DMT Uploads > LIVE Unprocessed folder.
Another option for DMTing Quote Entry, if working on a larger quantity, is to batch DMT the files. While logged into TARS, go to Jobs in the tool bar.
In the dropdown, click on File Download Manager.
Select the jobs you would like to be processed through DMT by clicking on the Selected box. Use the default File Type option of Merged Header/Detail w Individual Assembly.
NOTE: The recommended number of files to batch DMT is up to 10. More can be completed at one time; however, this is the recommended maximum.
Assembly documents are large files and therefore at this time we do not recommend choosing the option to merge these documents under File Type.
To mark a job as processed, click on the icon shown below in the row, then click Mark as processed. This will turn the row from white to blue. Next, click Download.
All files will appear in your designated downloads folder. Copy all the files in the folder.
NOTE: The Header and Detail files will appear as merged for all downloaded jobs, while the Assembly documents will remain as individual files.
Paste these files to the Live Unprocessed folder.
NOTE: This folder currently lives in the following location Apps E >TARS DMT Uploads > LIVE Unprocessed folder.
For both individual and batched DMT files, follow the processes below:
Go into the DMT (Data Management Tool) function of Epicor.
Click on the following path: Management>Sales>Quote>Quote Header
Click on Quote Header Source
This will allow you to open the downloaded Header file. Click on This PC.
Click on Apps (E:) > TARS DMT Uploads
Click on LIVE UNproccessed
Click on the QuoteHeader file in question and then click on Open.
Click on OK on the Import Complete Pop-up
Click on Quote Detail > Quote Detail Source…
Click on the QuoteDetail file in question and then click on Open.
Click on OK on the Import Complete Pop-up.
Click on Quote Assembly > Quote Assembly Source…
Click on the QuoteAssembly file in question and then click on Open.
This will prompt the screen below. Click on Process.
Make sure there are no errors on the Error List section. Next, click on OK on the Import Complete Pop-up.
NOTE: If there is an error, this means that one of the part numbers isn’t coming through properly. You will need to go back to the original file document and fix the issue.
Click the number under the DOC column to open the Job(s) that requires processing.
Click the files that include the verbiage: QuoteAssembly, QuoteDetail and QuoteHeader. These will automatically go to the download file.
After the documents are downloaded click on the Paper Icon. This is a tracking system to allow us to know the documents will be moved over to Epicor.
NOTE: If you are uploading more than one job then you would close the file box and go to the next job and repeat process, multiple jobs can be downloaded and transferred at a time.
Copy all the documents in this folder.
Paste these files to the Live Unprocessed folder.
NOTE: This folder currently lives in the following location Apps E >TARS DMT Uploads > LIVE Unprocessed folder.
Go into the DMT (Data Management Tool) function of Epicor.
Click on the following path: Management>Sales>Quote>Quote Header
Click on Quote Header Source
This will allow you to open the downloaded Header file. Click on This PC.
Click on Apps (E:) > TARS DMT Uploads
Click on LIVE UNproccessed
Click on the QuoteHeader file in question and then click on Open.
Click on OK on the Import Complete Pop-up
Click on Quote Detail > Quote Detail Source…
Click on the QuoteDetail file in question and then click on Open.
Click on OK on the Import Complete Pop-up.
Click on Quote Assembly > Quote Assembly Source…
Click on the QuoteAssembly file in question and then click on Open.
This will prompt the screen below. Click on Process.
Make sure there are no errors on the Error List section. Next, click on OK on the Import Complete Pop-up.
NOTE: If there is an error, this means that one of the part numbers isn’t coming through properly. You will need to go back to the original file document and fix the issue.