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Batigest Standard - Export quote to Excel

Virginie -  
 Chris -
Hello,

I am currently working on Batigest standard, version 8.0.
I am looking to export quotes to Excel, but I can't find how to do it...
Is it possible, and if so, how?

Thank you in advance for your help,
Virginie

3 answers

Answer 1 / 3
Chris
 
Hello,
You cannot import an Excel quote into Batigest Standard.
However, you can upgrade to the Evolution version, which includes a simple import system. If you wish, you can also enhance Batigest Evolution with the Link2xls module developed by CBA, allowing you to customize your import and import batches, variants, comments, etc.
You will find more information about Link2xls by following this link: http://www.cba.be/catalogue/solutions-complementaires-3/links2xls-20.html

C. Bovens.
C.B.A. sprl
1
Answer 2 / 3
Annick
 
Good evening,
Of course, it's doable!!!!
You need to copy the file and paste (values only) into another Excel file.
Save it as "cvs (semicolon)"
Go to the body of the quote or invoice in Batigest and import the file... follow the import instructions...
Best regards,
0
Answer 3 / 3
Chris
 
Hello,

For your information, the Link2xls module now allows importing Excel quotes into Batigest Standard.

I am at your disposal for any further information.

C. Bovens
C.B.A. sprl.
0