Add via Import From Estimate

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This feature enables items to be transferred from other Estimates.

 

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Click on Import Estimate

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Use the Import From Estimate browse button to select the required Estimate from the Estimate Index

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Double click on the Estimate Sections from the lower portion of the screen to open and view the items within

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Double click and Item to add it to the new Estimate or Ctrl+Click to select multiple items

 

 

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Allow Edit, when ticked will pop up a box for each item as it is being transferred to allow you to change the quantities

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Add to Existing will auto increment the quantity of any items already in the section being transferred to

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The resulting transfer will have been placed in your new Estimate (at the spot originally highlighted before opening the new estimate)

 

 

Note the warning of aged items whose prices you may need to re-value: