Copy Details from a Bid to Create a Bid and an Estimate Job

  1. Open the Create Bid screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Bid field, enter a code of up to eight alphanumeric characters to identify the new bid.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.
  4. Press Tab.
  5. In the Name field, enter a name for the bid.
  6. Select the Create New Estimate checkbox to create a new estimate job when you save the bid.
  7. In the Estimate Job field, enter the name for the new estimate job.
  8. If needed, click Copy Globals on the quick link bar to copy globals from a catalog or estimate to the estimate for which you are creating the bid.
  9. Complete the fields as described on the Post an alternate to the estimate.
  10. Click OK.
  11. Press Tab.
  12. In the Bid Name field, enter the name for the new bid.
  13. Click Copy Bid.
  14. In the Copy Project Address From field on the Copy a Bid popup window, click to select whether you want to copy the project address from an existing bid or estimate.
  15. If you made a selection in the Copy Project Address From field, in the field to the right do one of the following:
    • Enter the code of the bid or estimate from which you want to copy the address.
    • Click to select the bid or estimate from which to copy the address from a Lookup List.
  16. In the Copy Bid Details From field, click to select whether you want to copy bid details from an existing bid.
  17. If you made a selection in the Copy Bid Details From field, in the field to the right do one of the following:
    • Enter the code of the bid from which you want to copy the bid details.
    • Click to select the bid from which to copy the bid details from a Lookup List.
  18. In the Copy Contacts From field, click to select whether you want to copy the contacts from an existing bid or estimate.
  19. If you made a selection in the Copy Contacts From field, in the field to the right do one of the following:
    • Enter the code of the bid or estimate from which you want to copy the contacts.
    • Click to select the bid or estimate from which to copy the contacts from a Lookup List.
  20. Click OK to copy the details as selected and return to the Create Bid screen.
  21. Modify details for the new bid as needed by completing the fields as described on the Create Bid Screen Field Reference.
  22. Click Save Bid.