Before you begin: Any items, components or cost centres used in the Estimate must exist for both companies, with the same codes (otherwise these lines will not be copied into the new estimate).
The Zavanti ERP software allows users to set up standard estimates, commonly referred to as “templates”. These estimates are used to create new estimates (via the copy function) to cut down on time spent entering estimates. A great example is for residential builders with standard “kit” homes with common materials.
The Zavanti ERP software also allows you to copy estimates from one company in the database to another, by exporting the estimate and importing it into another. The following topic contains step-by-step instructions for this process.
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Before you begin: Any items, components or cost centres used in the Estimate must exist for both companies, with the same codes (otherwise these lines will not be copied into the new estimate). |
1. Open the Estimating module
2. Select Utilities > Export an Estimate
3.
From the Company field, select the company you would like to export the estimate
from.
The current company will be selected by default.
4. Select the Estimate from the Estimate drop down box
5. Click the File button.
6. Browse to a suitable location where you would like to save the exported file.
7. Type a name for the exported file in the File Name field, and press Save.
8. If you would like to copy all Cost Centres, ensure the “All” has a tick next to it. To individually select the cost centres to be copied, press Select, highlight all appropriate Cost Centres and press OK.
9. Press OK to begin exporting the estimate.
10. Once the export is complete, a message will appear advising you what has been successfully exported. Press OK to this message.
11. Log into the Estimating module for the new company you would like to copy the estimate to.
12. You must first create a blank estimate for the details to be imported to. Press the New button in the main screen of Estimating.
13. Enter an Estimate Name and press Save.
14. Press the OK button to finalise the new estimate.
15. Select Utilities > Import an Estimate
16. From the
Company box, select the company you would like to export the estimate
into.
The current company will be selected by default.
17. Select your new blank estimate from the Estimate drop down box.
18. Click on Get File
19. Browse to where you saved the exported estimate in step 6, highlight the estimate and press Open.
20. If you would only like to import selected cost centres, press the Select button and choose the specific information required. Otherwise, ensure there is a tick next to “All” to copy all cost centres.
21. Press OK to begin the importing process.
22. Once complete, a message will appear advising the estimate has been imported successfully. Press OK to this message.
23. Close the Estimate Import window.