Enter data for Quotes / orders
The process of a 'Merge' add the contents of one or more files to the existing order on screen. At the Orders screen or Product requirements screen:-
● Select: Edit - Merge
The program displays the Merge dialog
● Enter the list(s) to merge in
List - use this option to select from the available Orders or Product requirements.
For Orders the program prompts with a warning:- Changing Order will Change Estimate. This warns that after the merge the Order has to be re-estimated for accurate costings.
The Quantity field applies to each incoming order or requirements list - so a quantity of 2 doubles each requirement in the incoming order as each line is merged into the current order or requirement list.
OK - confirm merge
Other options
Delete - remove item from merge list
Help - information about this dialog
Cancel - abandon merge
Notes
- If there are global answers to global variables in the current order the merge does not occur - this prevents the loss of global answers that are answered on a per product basis for the order that is merged in.
- For Orders only order items are merged. The customer information is not merged in. To use the same customer information copy the order containing the customer information before merging with SAVE AS.
