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Import Quote

This function is used to import a quotation (REQ file). A quotation is created using the Export to Estimating function (described above) and results in a REQ file. This REQ file is then read by the Materials Management program, where the items are priced or the file can be forwarded to a supplier who will price the items. In any event, once the file has been modified to include prices for its items, it can be imported back into its original summary report, updating the prices in it.

In the Open Summary window, an available quotation is indicated with an icon in the Quote column. indicates one quote is available; means there are multiple quotes available (at least two).

The program looks in the INBOX folder under the ESTIMATION folder (wherever the program was installed) for quotations to be imported.

Click once with the secondary mouse button on the summary report to display the drop-down editing menu.
Select Import Quote. A window displays showing the available quotations or requisitions.

Additional column headings are available in this window. A secondary mouse click on a field heading displays a menu of column headings from which you can choose to customize the display to meet your requirements.

Highlight the quotation you want to import, select The import is performed. When the Open Summary window returns, notice that the Quote icon has disappeared. This means that the quotation has been processed and it has been moved from the INBOX folder to the INBOX\PROCESSED folder.

If you import a quotation file that has the same filename as a file that has already been imported (processed), the program will warn you that a file of that name already exists in the Processed folder and asks you if you want to overwrite it.

When you open the summary report, any items that were matched and priced in Materials Management or by the supplier have prices displayed in blue.