The Integration edition starts directly from the offer view.

The integration edition menu provides you with options for importing and exporting your projects.

In the CE as well as the PRO edition the pCon.basket Online starts from the Dashboard. Use the dashboard to:

• Create a new quote
• Open quote:
  • Open locally saved quote (OBK, OBX, PEC)
  • Open quote from Microsoft Office 365
• Manage Price Conditions (pCon.basket PRO)
• When logged in via pCon.login as administrator: predefine and modify header and footer texts for your organization via Manage Text Blocks

Tip: Find additional tutorials on our YouTube channel
	Mastering Project Transfer with pCon.facts | pCon.basket Tutorial The seamless integration and efficient exchange of project data make these products unbeatable. Thanks to the OBK exchange format, lists can be transferred effortlessly. In this tutorial, we show how the export from pCon.facts works and how the data can be seamlessly processed in pCon.basket.

After creating an offer/selecting an existing offer you will see the offer view with toolbar and article list.

To return to the dashboard from a quote, please click Home in the menu on the left side. This opens a menu through which you can return to the dashboard (Back to Home), create a new project or open/import a project.

You can see which file types can be imported or exported with your pCon.basket Online in our edition comparison document.

Note: When importing article lists from an existing OBK file, the header information including the header calculation is not transferred.

Tip: Find additional tutorials on our YouTube channel
	Store article lists online and import customer information | pCon.basket Tutorial In this video we will show you how to save your quotes to OneDrive and import your customers' information from Outlook.