Import Vendor Prices Form

centerb> Import Vendor Quotes Form

To import vendor quoted prices, select the Import Vendor Quotes option in the Utilities menu.

The Import Vendor Quotes form allows you to import quotes that your vendors send in response to quote requests sent from Smart Contractor. To email vendor price quotes request, click the "Email" button in the Quote Request form.

Quote requests are sent in an attached Excel spreadsheet, with instructions on how to save the attached file, edit it (to enter the quotes), and then send it back.

When you receive the quote response from the vendor, you need to save the attached quote file in a folder on your computer (i.e. Desktop), and then use this Import Vendor Quotes form to import it.

To import the vendor's emailed price quotes, follow these steps:

Select the vendor in the prompt for Vendor,
Select the category in which to import the vendors prices (see below),
Browse for and select the quote file that the vendor sent to you in the Import From File prompt,
Click OK.

The import results will be displayed in the "Results" box.

You can optionally update any job's estimated prices by selecting a job in the "Update Estimate" prompt.

The Import Vendor Quotes form has the following prompts:

Vendor:

Select the vendor who has submitted the prices to be imported. You can store a separate set of prices (for all products) for each vendor.

Category:

Select the cost category of the prices to be imported. You can import and store a separate set of prices for each cost category.

The prices imported into the "Materials" cost category will appear in the "Materials Per Unit" column of the vendor prices grid in the Enter Products form. When you assign the product to an item in the Edit Estimate form, the program will plug the "Materials Per Unit" amount into the prompt for Materials in the Edit Estimate form.

Likewise with prices imported into each of the cost categories.

Import From File:

Click Browse to browse for and select the quote file to import.

Update Estimate:

Select a job. When you import the price list, the program will set the vendor and estimated prices for the products imported.

Results:

This box displays the results of the import.

Click OK to import the prices (and update the job estimate - if one is selected).

Exit

Click Exit to exit the form.