ProSelect

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Spectra has the capability to import orders from ProSelect. Spectra will create invoices based on your ProSelect orders.

Requirements

• Spectra 2012 Volume 1 Release 1

• ProSelect 2012 (Windows or Mac)

Setting Up ProSelect and Spectra

Set Up ProSelect

1. Open the Edit drop-down menu and click Preferences. Note: On a Mac, Preferences are located on the ProSelect drop-down menu.

2. Go to the Pricing & Ordering tab.

3. In the Product Codes section, check the “Show Product Codes on Price List Items" option. 

4. Click Save.

5. Open the Orders drop-down menu and click Price List Setup.

6. Edit any item you already have in ProSelect and you will now see a new "Product Code" field. Enter the matching Spectra item identifier.

7. Click Change Item to save.

HERE'S A FLASH FOR YOU! If you don't have your Spectra price list item identifiers memorized, you can print a list to refer to. Or, you may want to export the list to Excel and then quickly copy and paste each item identifier into ProSelect.

Set Up Spectra

1. If you're new to Spectra or ProSelect, create a folder called "ProSelectExports" on each workstation you use ProSelect on. Note: For a  Mac (ProSelect)/Windows (Spectra) setup, make sure this folder is shared with both the Mac and the Windows virtual machine.

2. Go to the Integration page in Maintenance > Preferences > Studio Preferences and check the "ProSelect" box.

3. Go to Maintenance > Preferences > Workstation Preferences. In ProSelect XML Folder, select the "ProSelectExports" folder you created.

4. Restart Spectra.

Transferring ProSelect Orders

When you're ready to transfer a ProSelect order to Spectra, you will first export the order from ProSelect and then import the order into Spectra.

Export From ProSelect

1. Go to Orders > Export Orders and select "Standard XML" from the Export To drop-down list.

2. Click the magnifying glass at the bottom, in the Export file to folder section.

3. Browse to the "ProSelectExports" folder created earlier. Note: You should just need to make this selection once – ProSelect will remember the selection for future exports.

4. Select the order(s) you want to export.

Import into Spectra

1. Launch Spectra and open the client's session record.

2. From the session record, click the session menu button (located in the upper-left corner) and select Import ProSelect Order.

3. The Import ProSelect Order window will open.
   
   
   Import ProSelect Order Window
   

4. From the list of available ProSelect orders, select the desired order.

5. Click Create Invoice to create a Spectra invoice for this order.

6. The invoice will open. You can review the images and invoice detail information before saving.

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