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    Pushing a Quote to a Job in Fergus
    • 24 Nov 2024
    • 2 Minutes to read
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    Pushing a Quote to a Job in Fergus

    • Updated on 24 Nov 2024
    • 2 Minutes to read
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    Article summary

    Stages in Groundplan become Sections in a Fergus Quote.

    A Fergus job must be created beforehand to allow the Quote to push successfully.


    1. From the Fergus tab, click Push to Quote

    fergus-push-to-new-quote.png

    1. Enter the Job Number / Job Title, then click to select

    fergus-search-start.png

    1. Choose Push to Quote Version options:
      • Update existing default - to override version already in the Job
        Make selection of Variation if required
      • Create new - creates subsequent Quote Versions in the Job
    2. (Optional) Enter Quote Title
    3. (Optional) Enter Quote Description
    4. (Optional) Update the Validity Period
    5. Click Submit

    fergus-push-to-quote-2.png


    Frequently Asked Questions

    Why can I not see my Favourite prices?

    Prices do not sync to Groundplan, as all pricing is managed within Fergus. This ensures that your Fergus Quote always reflects the most up-to-date pricing.

    If you need to distinguish between products with identical names by their prices, we recommend updating the Favourite's name in Fergus to make it easier to identify in Groundplan.


    Why can't I find my Job number?

    When creating or inside a Job, the Quote option must be enabled to be found in the Groundplan search.

    fergus-push-to-quote-faq.png


    Why aren't my products in the same order as the Worksheet Tab in my Quote?

    Due to the restrictions of the current Integration API, the order of items in the Sections will always import and group Groundplan Parts directly underneath the Main Section (your Stage). Favourites will appear as Sub-Sections under the corresponding Stage Section.

    fergus-push-to-quote-order-FAQ.png


    Can I send my Favourites as combined or single line items to my Fergus Quote?

    Unfortunately no.

    Due to the restrictions of the current Integration API, we are unable to send items as combined or single line items.


    Can I use Pricebooks in Groundplan for my Fergus Quote?

    Unfortunately no.

    Due to the restrictions of the current Integration API, we cannot search and use Pricebook Items.

    Options are to create a Groundplan Part of the item or create a Fergus Favourite.


    I received a "Not Found" error when pushing my Quote to a Job. What does this mean?

    fergus-push-to-quote-error1-FAQ.png

    Not Found: The following favourite section IDs do not exist: number [Fergus Error] means that a Favourite from the Quote has been Deleted from Fergus. It needs to be located then removed from the Quote to push successfully to the Job.

    To remove a Part:

    1. Head to the Worksheet
    2. Click into the item
    3. Along the Part line click Actions then Delete
    4. Click + Part and select a Measurement Option
    5. (Optional) Rename the Measurement
    6. (If renamed) Click Save

    If the item has been added from a Take-off Template, remove it from the Template as well so this does not happen again.

    fergus-push-to-quote-wrong-item-FAQ.png



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