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For more information on Professional
Estimating, please see the "Professional Estimating Basic
Walkthrough" documents from Activant or contact PE support.
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To start the export process from
Professional Estimating, DRILL
DOWN the plan list and highlight
your plan.
RIGHT CLICK and choose EXPORT and the
EXPORT TO POS QUOTE FILE.
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You will notice that your Plan Number and
Description are already filled in. If you choose to use the
customer maintenance screen then their account number will
be also filled in. The left hand boxes should all be
checked, this will confirm that all information gets
processed. SORT by DELIVERY LOAD needs be selected, and the
other boxes that need to be checked are EXPORT NOTES, which
will bring over any notes typed in during the estimating
process, and ZERO PRICING, which clears the pricing from the
Professional Estimating software and allows you to use your
Point of Sale as the pricing mechanism.
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Now click on Export to export the
file. The export file path must be the same as the XpressPOS
Import File path setting.
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Run XpressPOS for PE from the Menu
or desktop icon.
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Open your POS, ERP, or other main system and
import the order
.
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