When importing orders via an auto import, depending on the client, you are able to send the results back to them.
To utilize this feature, simply click on the ‘Send Results’ tab.
Please note that not all clients are supported, and depending on the client, there may be a $0.25 charge to send the results back (such as Cyprexx and Northsight). There are currently NO additional charges to use the Send Results from PPW to PPW!
Below are detailed instructions on how to send results back if the order is imported from another company that uses PPW. The process may be different for orders imported from other non-PPW sources. Please click here to access PPW Auto Imports.
When Sending the Results, you can:
Fill out and transfer the client’s PCR Form back to them by clicking on the ‘Transfer’ button next.
Send the ‘Bid/Comp’ items by selecting the client’s version of the bid/comp item in the drop-down box, selecting whether or not you want to send that bid/completion by checking the appropriate box and then clicking ‘Transfer Bid/Completion.’
Send all of the Photos/Documents to the client, this will also send your flags as well, but you must send what the photos were flagged to for this to transfer, i.e., you flagged a photo to a PCR form question, in order for that photo to be flagged correctly, you must transfer the PCR form as well.
Send the client your Invoice, after you invoice the client on the invoice page of PPW you can select the destination item from the dropdown and transfer your invoice.
To send your Check-in when a check-in is completed on an order that was imported from another PPW account, the check-in is automatically sent back to the client. In the following screenshot you can see that the check-in is queued, which means it is in the process of being sent to the client.
Mark the order as Ready for office in the client’s system. By clicking this button, you will mark the order as Ready for Office in the client’s system.
At the bottom of the Send Results Page is the ‘Send Log,’ which displays the data that has been synced, queued, or if there were errors. If there is an error message, it will display in the error message column.
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