Creating a Job Detail Export

Users can export job details to a pre-defined file from the Job Details pop-up or the main Quote window. The export file can be used by retailers to import into their DMS. 

In the Job Details pop-up, the export will include current job details. In the main Quote window, the export will include details for all jobs in the quote. Note: You can only export parts and labour during a live quote. 

• Setting up job detail exports
• Exporting job details within a quote

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To set up job detail exports:

1. Click the Administration tab. 
   
2. Click the Exp. PartAndLabour tab. 
3. Choose the desired options from the Format section. 
   
   Options include:
   • File Format
   • Column Headers
   • Include VIN
   • BlankText
   • Separator
   • Include VRN
4. In the Content section, tick the box for Parts if desired. 
5. To show certain Parts columns, highlight the item(s) in the Available Columns box and click the > to move them to the Selected Columns box. 
   
   
   1. Use the Up and Down options to organize the columns in a particular order.
      
6. In the Content section, tick the box for Labour if desired. 
7. To show certain Labour columns, highlight the item(s) in the Available Columns box and click the > to move them to the Selected Columns box. 
   
   
   1. Use the Up and Down options to organize the columns in a particular order. 
      
8. When ready, click Save Changes. 

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To export job details:

1. From within an open quote, click the job detail icon.
   
2. In the Parts and Labour pop-up window, click Export. 
   
3. The job details will download in the chosen file format to be saved to the local computer or DMS, for example. 
   

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KB Article #5873