Import a design from Virtual Worlds to EQ Flex

1. Open Virtual Worlds directly and enter your client details as usual:
   
   
   
   
2. Proceed through the sketchpad to create your room and then begin designing.
   
   
3. When you click File > Save, enter a name for your plan. e.g. Smith bathroom.vwx
   Ensure you know which folder you are saving your plan into.
   
   
4. You should continue working on your design directly in Virtual Worlds, editing and saving as much as needed.
   
   

The following instructions apply when Virtual Worlds is installed on your computer, and EQ is installed on another PC or remote hosted server.

Note on previously saved plans: Because Virtual Worlds version 8.0.284 saves extra product information with your plan for EQ to import, you can only use the EQ integration with plans that you have started in version 8.0.284 or later. If you have VWX plans saved from older versions of Virtual Worlds you cannot use these plans with this integration.

Whilst you are designing, continue to use Virtual Worlds directly by opening Virtual Worlds and selecting File > Open to work on your plan.

Keep saving your changes into the plan file using the File > Save option.

Once you have finished your plan you are now ready to import the products to EQ to be priced and ordered. The following instructions apply when Virtual Worlds is installed on your computer, and EQ is installed on another PC or remote hosted server.

Note on previously saved plans: Because this version of Virtual Worlds saves extra product information with your plan for EQ to import, you can only use the EQ integration with plans that you have started in this current version of Virtual Worlds. If you have VWX plans saved from older versions of Virtual Worlds you cannot use these plans with this integration.

To copy your plan from your Virtual Worlds into EQ Flex, follow these steps:

1. 1. 1. In EQ Flex, click the Upload new file button in the taskbar at the top of the window.
         
         
         
         
      2. Navigate to the saved file in the File Explorer window that appears. Right-click on the file and choose Open. This will upload the file to EQ Flex.
         
         
      3. Choose the customer for whom you want to create a quote, or Create a new customer if necessary. Click on the Folder on the left side of the screen to access the customers folder in File Explorer.
         
         
      4. In the File Explorer window, scroll down the left side of the screen until you find the Remote Desktop Virtual Drive. Open the Upload folder to locate the Winner file you uploaded earlier. Right-click on this file and choose Copy.
         
         
      5. Return to the customers folder by either clicking the back button until you reach it, or close the window and click on Folder again with the customer selected.
         
         
      6. Create a quote by clicking the New Quote/Order button on the EQ customer screen:
         
         
         
         
      7. Start a new quote.
         If quoting with fitted furniture items select a Furniture Quote and complete the heading options for your manufacturer range and colour choices.
         If you have only other bathroom products (e.g. sanitary ware and modular furniture), you can use a new Quick Quote. Click OK.
         
         From the blank quote, on the bottom toolbar click the drop down arrow next to the VW New Plan button. Click on Import from [PLAN NAME]:
         
         
         
         

Customer Detail Matching

If any of the Virtual Worlds client details, or EQ customer details have been changed since you last worked on this plan, EQ will show you a matching screen and highlight any differences.

EQ fields are blue and Virtual Worlds fields are purple. Click the selection buttons in the middle to select these options:

EQ - Replaces the data in your VWX plan with the EQ customer data.

No Change - Leaves both EQ and VW unchanged (details will remain different).

VW - Replaces the data in EQ with the client data from your VWX.
As you click each option, you can see a preview of how the data will be changed. You can hover your mouse cursor over the field to see the original data.

If you do not wish to be prompted about customer details you can tick Don't ask again at the bottom right corner.

Product Matching

The Match Products screen opens:



On the left, you will see the products imported from Virtual Worlds and when you click on a product, displayed on the right hand are the EQ product equivalents.

Select the items you wish to import by putting a X in the box to the left of each product.

Unmatched red products

Products that appear in red do not automatically match to an EQ product. Click on a red product and click Match Products button. You will then be able to use the Product Details screen to select an appropriate product code in EQ.

When you select the product, you will be asked if you would like to link this product in the future. Click Yes and the match will be remembered the next time you import that product code.

Matched black products 

Products in black without an X mark require you to select an alternative from the right of the screen, because EQ is presenting multiple options for the code.

Products in black with an X are already matched and selected. No action is required.

Import Products

Once you have selected the items you require (all these items are now identified with an X in the box) click the button Import Matched Products into Quote at the bottom. 

Whilst importing you may encounter some prompt boxes, such as a door selector or a screen to choose product options. Choose the relevant options to continue to the quotation screen, displaying all of your products.