Only for Team Leads.
There are 2 ways to create a Project:
- Click on Upload Project to upload your customer's RFQ (in any of the following formats: csv, .tsv, .xls, .xlsx, Eagle .sch, KiCad.sch, .SchDoc),
- or click Create New Project to add a Market Basket, Implementation, Blanket, or RFQ project. Add unlimited part numbers and get instant inventory and cost data for your new opportunity.
Upload Project
If you already have a file from a customer, the quickest way to upload your RFQ is from the dashboard page.
By clicking Upload Project and choosing a file on your computer, you can quickly upload your customer's file and begin working on it in VallenIQ.
For more details on how to upload your project, see the next article Mapping your Project.
Heads' up!
- Preview shows around 1,000 rows
- Your Project will be imported fully
Create New Project
Click Create New Project to start with an empty project and add line items later.
You'll first need to enter your project information. This includes details, such as:
- Project Name
- Customer Account
- Ship To Suffix
- Warehouse
- Contact Name
- Contact Phone
- Contact Email
- Address
- Vertical & Team Lead
- Project Due Date
- Project Type
- Notes
When you arrive at your empty Project, you'll be able to add line items by:
- copying and pasting part numbers
- uploading a project
- adding parts individually using Search results