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Introduction to Exports in the Quotations module in Standard ERP

The 'Exports' function allows you to export certain information from your Standard ERP database to tab-delimited text files from where you can incorporate it in word processing programs for mailmerge, in spreadsheets for further statistical analysis or in page make-up programs for incorporation in publicity material or published reports. Remember that you can also print reports to disk, so most of the information that is stored in an Standard ERP database is available to other applications via the medium of the text file.

To export information related to Quotations from Standard ERP, you must log in as a Person whose Access Group explicitly grants full access to the Integration module. Change to the Integration module, then click the [Routines] button in the Navigation Centre. In the subsequent window, click the [Exports] button. After changing to the Integration module, you can also use the Ctrl-E (Windows) or ⌘-E (Mac OS X) keyboard shortcut.

The window illustrated below appears. In this list of Export functions in the Integration module, one is relevant to Quotations. Double-click the item in the list: a specification window will then appear, where you can decide the contents of the exported text file. Click [Run] and a 'Save File' dialogue box will appear, where you can name the file and determine where it is to be saved.

If you need to export Quotations in a format that will allow them to be imported into other Standard ERP databases or Companies using the 'Automatic' and 'Manual file search' import functions in the System module, use the 'Transaction Registers' or 'Transaction Registers (period)' export functions in the Integration module.

Please follow the links below for details about each export function:

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