Professional Estimating Order Processing

For more information on Professional Estimating, please see the "Professional Estimating Basic Walkthrough" documents from Activant or contact PE support.

  1. 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.

  1. 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.

 

 

 

  1. Now click on Export to export the file. The export file path must be the same as the XpressPOS Import File path setting.

  2. Run XpressPOS for PE from the Menu or desktop icon.



  3. Open your POS, ERP or other main system and import the order