Do not edit the new sheet directly in excel.

• Pink Input Fields
• Blue Calculated

Multiple spread sheets can be created and saved into the correspondence folders. NOTE please do not edit these outside the Alarm Master environment.

The Gross Margin can be manipulated to achieve the desired estimate.

Save estimates into correspondence folders

Double click onto Code Fields to bring up Product Selection Screen

Product Selection Screen

Products are grouped by the Product Group Code or there is text search.  Set the Qty and Rate to be carried forward to the estimating sheet. Double click on an item or select OK button.

Edit Quote and select Load Excel Estimate. Select desired Estimate to import

Items from Estimate will now be loaded into Specification. Note on this build if the qty on the Spreadsheet estimate is 5, 5 separate items will be included in Specification if the Split Qty In Spec is set to Y in the spreadsheet. This can be defaulted using system table line 324234424

The descriptions of Recurring and non recurring charges can be set into the excel estimate as can be the charges to be applied.

Issue Items to a Job

Items to be included on the invoice can be marked Y or N as appropriate

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