This Module can be used by any estimating program that can export the same file format, sometimes referred to as QUOTES.BM6.
Export Filename Source
The file name can consist of up to 4 variables. The default is shown below with:
- User Name
- Export Default Name (Default is PE)
- Project Name
- Date plus time (EX: 20170308 plus 1127)
You can delete any of the variables or change their order. If you are saving the export files to a desktop, you don't need the User Name.
Please see your specific ERP/POS system for more suggestions.
Export Default Name
This can be anything you want. You may what to shorten it to PE.
Export Filename Extension Setting
This is used for the Catalyst/Falcon system where the import list can be filtered using a different extension for each Vendor Module.
Use Customer Number
This is not needed by most ERP systems. The BisTrack integration requires this to be populated if you have not set a "company default customer" value in the BisTrack system. If you have multiple locations, you can add default customer numbers by location in your Location Settings.
This is used by the BisTrack ERP System. By default, BisTrack creates a new sales order. If you want BisTrack to create a new Quote instead, then set this to quote.
A value is required in this field in order to pass the quantity, cost and sell values for each item in the document. This value should match the "special order" or non-stock SKU values created for this vendor in your POS/ERP system.
Use Phrase Mapping
This is highly recommended. It can reduce the description by at least 50%. It is basically a "find and replace" tool that allows you to abbreviate or blank out unwanted text. See the Phrase Mapping instructions. Once you do this mapping, all orders will be processed using the mapping data you entered.
Use Pricing Cost Factor
This is not needed for this Module. The Cost Price is available, or there is no cost price at all. The cost will be picked up from the ERP database.
Rule for Selling Price
This is set to "Use factored pricing from data". There is probably no selling price. This can be set in the ERP system as a markup on cost, Gross Margin, or even a bottom line amount.
PE (Professional Estimating) format is not only used by PE, but also by other estimating systems to export data.
The file extension must be .BM6
Please contact the vendor or software provider for help in exporting data in the Professional Estimating format.