Estimates

An estimate is an offer you make to your clients that includes a list of all the products and their associated costs that you want to sell them. Once the customer accepts it, the estimate is turned into a sales order then invoiced.

Creating a New Estimate

To create an estimate,

1. Navigate to the Sales module on the sidebar, and click on the Estimates section.

2. Click on the 'Create Estimate' button on the estimates list page.

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   Alternatively,a shortcut that can be used is to click on the plus sign (+) next to 'Estimates' on the side bar and it will take you to the create page.

3. When you get to the "create" page, choose the customer, fill in all the other information about the estimate, and choose the items that the customer is interested in.

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To include the sales person in this transaction makes sure that the add salespersons option is checked in sales settings . Also check adding salesperson to your organization and generating salepersons report

5. When you're finished, click 'Save' and the status will show sent. Alternatively, you may select 'Save as draft' from the dropdown menu if you want to finish the estimate at a later time and the status will show draft.

Viewing an Estimate

To view an estimate,click on the estimate # on the list page and that will take you to the estimate view page.

The estimate view page has a number of sections that include:

1. Customer Details section

This section contains customer contact information.

2. Transaction Details

Field Name	Description
Estimate#	This is the document number, which can be either automatically generated or manually entered.
Reference	Unique identification number assigned to estimates in Upscale ERP.
Estimate Date	Date order is made.
Expiry Date	Date expected for the goods to be delivered to the customer.
Status	State of the estimate document.

3. Payment Details section

This section contains information about the payment ,for example,the tax on the goods,subtotal and grandtotal.

4. Item Details Table

Table that displays a list of items, their quantity and amount.

5. Associated Sales Orders Table

A table that displays sales orders related to estimates.This table appears when a customer has approved the estimate, and it is converted to a sales order.

The View Page Features

The estimate view page has a number of features that include:

1. New Feature

This feature simply lets the user to create a new estimate.

2. Edit Feature

The edit feature lets a user to change details of an already existing estimate.

3. Print PDF

Print PDF lets a user to download a copy of the estimate to send to the customer.

4. Duplicate

This feature enables a user to create a duplicate of the estimate.

5. Convert to Sales Order

When the customer has confirmed an estimate,the estimate is converted to a sales order. This features makes this process easier and more efficient.

Deleting an Estimate

To delete an estimate,go to the estimate view page,click on the downward arrow and select 'Void Estimate',if sure about deleting the estimate,click ok. The status of the estimate will change to 'deleted'.