User Tools


Plan Scan


Send to Quote

This window allows you to Send your Quantity's to your Quote.

Area This is the Area of this item measured you will be sending into the quote.
Perimeter This is the Perimeter of the Area measured which you can use to send to Items in your quote.

Note: You can only send Quantities to Items with the same unit of measure.
Areas: Send ► m2 to m2
Counts: Send ► Count to each
Lengths: Send ► Lm to Lm
(Lineal Meters)
Volumes: Send ► m3 to m3
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Add Item Link This button allows you to setup Item Links from Plan Scan to the Items in your quote. You can add multiple Links that send your quantity's to multiple locations in your quote. This helps you quote faster!
Edit Item Link This button allows you to Edit an Item Link.
Delete Item Link This button allows you to Delete an Item Link.
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Include Selecting a green tick () for an Item Link, allows the quantity to be sent to this Items Link in the quote.
Excluded Selecting a red cross () for an Item Link, will deactivate the Item Link, therefore, not sending the quantity to this Item.
Override Existing QTY Selecting a black circle () for an Item Link, allows the quantity to Override the Existing quantity of that Item Links Item in the quote.
Deduct from Quote Selecting a red minus symbol () for an Item Link, will send this item as a negative deduction to the quote.
Send To This is the work view (Tab) in the quote the Quantity is setup to Send To. E.g. Cost Schedule, Timber List, Job Specifications.
Group This is the Group of the work view (Tab) in the quote the Quantity is setup to Send To.
Item This is the Item of the Group of the Send To view (Tab) in the quote the Quantity is setup to Send to.
Example
Send To: Cost Schedule ► Work Group ► Item
Send To: Timber List ► Timber Group ► Timber Item
Send To: Job Specifications ► Group ► Item
Unit This is the Unit of the Item in the quote.
Existing QTY This is the quantity that has already been entered into the quote for this item.
Up/Down Arrows (Blue) These arrows allow you to prioritise your Item Links by moving them Up & Down the list.
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Default Item - Save The Save button allows you to Save all current changes to this Item as your future Default for this Item.
Default Item - Delete The Delete button allows you to totally delete this Item from your database.
Default Item
Add to Quote List
Ticking this box will add this Item to your Default Quote List Setup.
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OK Clicking OK will close the Item window keeping the changes just made.
Cancel Clicking Cancel will close the Item window without keeping any changes just made.


Send To Select the work view (Tab) your wanting to Send To.
Group Select the Work Group in the work view (Tab) your wanting to Send To.
Item Select the Item of the Work Group previously selected your wanting to Send your quantity to.
Send Unit The Send QTY Unit has to match with the Unit of measure being Sent. If it does not match, it will not let you setup the link.
QTY Calculator This option will only activate if the Item you previously selected has been setup as a QTY Calculator.

See Cost Schedule Items to learn more ►



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