This is done by adding items to your Live Catalogue shopping cart and selecting Export to Simpro.
Step 1: Search catalogue for wanted items
Step 2: Select Qty and click the Add icon
Step 3: Select Export to Simpro
Step 4: A popup window will appear asking you to select where, in Simpro, you want to send the items to.
1. When you choose Existing Quote or Existing Job, Live Catalogue will reach out to Simpro and give you a list of Quotes or Jobs to select from.
2. Otherwise, if you already know the document number, simply enter it and press Send.
3. Search for the required Job or simply select it from the list, then click the Send button.
Advanced Search
Clicking on “Advanced Search” will display a screen where you can select from the same advanced search options you see in Simpro.
Allowing for Sections and Cost Centres
If the Quote or Job you selected only has 1 Cost Centre, we will go ahead and add these material item(s) to the selected Quote/Job.
If the Quote/Job you have selected is made up of 2 or more Cost Centres, you will need to tell us into which Cost Centre items should be inserted.
You can see how to select and assign to multiple Cost Centres by clicking here.