For Sage Estimating (SQL)- Launch Estimating
- Click on File, Merge Estimates
- Click on 'Create' button next to New estimate name and field the filename of the new Estimate, the database, and where you would like to save the estimate.
- Click on OK
- Optional: select the Master estimate name of the estimate you wish to have its information prefilled.
- Click the Step 1 tab.
- Add the estimates you wish to merge.
Note: There are some requirements for merging estimates. See help topics for specific information. - Click the remaining Step tabs and finally click on the Merge Estimates button.
For Sage Estimating (Pervasive) - Launch Estimating
- Click on File, Merge Estimates
- Type into the New estimate name field the filename of the new Estimate that will be created when you merge estimates.
- Optional: select the Master estimate name of the estimate you wish to have its information prefilled.
- Click the Step 1 tab.
- Add the estimates you wish to merge.
Note: There are some requirements for merging estimates. See help topics for specific information. - Click the remaining Step tabs and finally click on the Merge Estimates button.
[BCB:164:Chat Estimating US:ECB]
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