Most estimates are created in any one of a number of subsytems, e.g., Glassmatix, and made available for export. The files are then imported from the customer PC to the Autoline system, where they are decoded for processing in Bodyshop Estimating.
All subsystems have an Export feature that allows one or more estimates to be put into a format that can be used by the Autoline system - this should be done after the negotiation process. (Effectively at the point of starting work).
Note: Most subsystems attach a status flag to an estimate. This indicates whether the estimate is complete or whether it has errors. The import routines check this flag, and Autoline does not import any estimate that the subsystem flags indicate as either having errors or define as being incomplete. The process is different on each subsystem, it is the user's responsibility to ensure that all details have been checked.
Regardless of subsystem source, when the estimate has been imported, the data is translated into the same standardised information, and thus always presented in the same way throughout the Bodyshop Estimating system. This means that, for example, full reporting and analysis of the estimates being produced, and what happens to them, is possible through the standard Report Generator and Ad-hoc facilities. The standardised presentation also allows printing of user defined documents, such as letters and estimates, to any of the addresses associated with any estimate.
To import an estimate:
The BODYSHOP ESTIMATING main menu is displayed.
Select the Import estimate from subsystem option.
The Import From Subsystem form is displayed.
Select the subsystem from which you want to import an estimate.
The Available Files for Import field lists those files available in the subsystem selected.
Tip: The Import estimate option can also be accessed from the Estimate Maintenance form by selecting the Tools option on the menu bar and then clicking on Import Estimates. The Import From Subsystem form is then displayed. This access method may be useful when processing a number of imported estimates as it avoids having to return to the BODYSHOP ESTIMATING menu to access the next estimate to be processed.
This form is displayed when you select the Import estimate from subsystem option from the BODYSHOP ESTIMATING main menu.
If there is more than one subsystem defined, select the system from which a file is to be imported within the active subsystems list box. The Autoline system then transfers the file from the customer PC to the UNIX system, where it is decoded. Warnings are displayed when any estimates are not imported, together with the reason(s) for rejection.
If there are Administration users defined in the maintenance menu, they are advised about details of the estimates imported, and any rejections. They can then ensure that the estimates are followed up internally using the EMail user list.
The list of available files for import is populated and depending on how the subsystem is configured.
To operate Double Click the file(s) to be imported.
Alternatively Click the select all button
Click the upload button to transfer the files
Note: This button is only available having selected at least one file to import.
Once imported and validated the estimate is ready for editing by means of the Estimate Maintenance system.
