Use this option to import furniture from one quote/order into another quote/order. This is useful if you want to re-price furniture contents in a different manufacturer's catalogue. When this involves changing from one manufacturer to another manufacture the system will offer a "probability" when matching one manufacturer's unit codes with another based on the product code, category and sizes.
- Begin a new furniture quote.
- Go to the Current_Quotation menu and click Import Furniture from Quote:
- Select the other furniture quote/order from the drop down box of order numbers.
- Click the Load Item List button and the window will display all the furniture products on the left hand side.
- On the right side select the equivalent new code for each item.
- To save time in future imports you can tick the Save column to save the match history.
- If no equivalent code is available click the Match button to search across everything to find the right product.
- When completed click the Import button and all the furniture products will be added to this new quote.
You can now work with this quotation as normal.