Estimate Centre Fields

Estimate Centre provides users with a plethora of options to search for the exact Sales Estimate that they intend to view or update. With diverse options and selection criteria, users can refine their searches and streamline the process.

Header Level Options

Print: This allows you to print the selected Estimate(s) in the desired reporting template.

Add to Email Queue: This allows you to place the Estimate in the email queue for sending at a later time. All you need to do is select the Document and Email Template along with selecting the Recipient. You also have the option of Combining Attachments Per Recipient.

Approval Link: This allows you to send an email to the main email of the customer to approve the estimate.

Header Level Filter/Search Fields

Below, we'll outline the header-level search fields aimed at refining search :

Store: This option enables you to filter estimate search results based on the store associated with the estimate.

Search By: Within the Estimate Centre, users can conduct searches for estimates using a variety of criteria, including:

Estimate: This search filter displays results where you can review the Order Number, Sales Store, Status, Order Date, Amount, and other options.

Estimate Detail: This search filter provides access to a detailed version of the estimate, including the description of the estimate.

Order Number: This allows you to search using the System-generated Order Number.

Reference Number (RefNo): The RefNo column serves as an additional identifier, useful when multiple estimates are generated for the same customer, project, or product.

Other Features

In addition to the aforementioned features and functionalities, the Estimate Centre provides direct access to various other modules and functionalities within XoroERP, offering users a valuable alternative and streamlining processes related to customers. By right-clicking on any estimate's row, a dropdown menu of options appears, facilitating various processes such as editing Estimates and viewing Profitability.

Show Profitability: Displays the potential overall profit margin and total profit linked to a particular estimate. This insight helps in assessing the financial viability of fulfilling the order and understanding the profitability of individual estimates.

Create Duplicate: This allows you to create a Duplicate of the Estimate.

Send Approval Link: This allows you to send an email to the main email of the customer to approve the estimate.

Edit in a new window: This allows you to edit the details of the Estimate in the new window.

Header Level Icons

These features cater to diverse needs, providing users with a seamless experience while navigating and managing customer information.

  • Refresh:

    • This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.

  • Save:

    • Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.

  • Advanced Search:

    • The Advanced Search option elevates customer information retrieval to a sophisticated level. Users can delve into a nuanced search by specifying criteria such as Column Name, Operator, and Value, facilitating precise and tailored searches.

  • Generate Link:

    • This allows you to generate the link for the selected Item Receipt.

  • Columns:

    • Columns represent the customizable criteria available to users, enabling them to further refine their searches. The options in the dropdown change as per the selected option in the Search By Field.

    For Search by Estimate

Column Name
Description

Order Number

Unique number assigned to the estimate/order.

Sale Store

Store/location where the sale is recorded.

Ship Store

Store/location from which the order will be shipped.

Status

Current status of the estimate (e.g., Open, Approved, Closed).

Type

Type of estimate/order (e.g., Standard, Special).

Customer

Name of the customer linked to the estimate.

Currency Rate

Exchange rate applied for the currency used.

Memo

Notes or comments added to the estimate.

Bill To First Name

First name of the billing contact.

Bill To Last Name

Last name of the billing contact.

Bill To Address

Primary billing address line.

Bill To Address 2

Secondary billing address line.

Bill To City

City of the billing address.

Bill To State

State/province of the billing address.

Bill To Country

Country of the billing address.

Bill To Postal Code/Zip

Postal/ZIP code of the billing address.

Bill To Company Name

Company name for billing purposes.

Bill To Phone

Contact phone number for billing.

Bill To Email

Contact email address for billing.

Bill To Address Name

Display name for the billing address.

Ship To First Name

First name of the shipping contact.

Ship To Last Name

Last name of the shipping contact.

Ship To Address

Primary shipping address line.

Ship To Address 2

Secondary shipping address line.

Ship To Company Name

Company name for shipping purposes.

Ship To Phone

Contact phone number for shipping.

Ship To Email

Contact email address for shipping.

Ship To City

For Search by Estimate Detail

Column Name
Description

Status

Current status of the estimate (e.g., Open, Approved, Closed).

Ship Store

Store/location from which the order will be shipped.

Order Number

Unique number assigned to the estimate/order.

Sale Store

Store/location where the sale is recorded.

Customer

Name of the customer associated with the estimate.

Sales Rep

Sales representative responsible for the estimate.

Ship Method

Method chosen for shipping (e.g., Courier, Freight).

Shipping Term

Agreed terms for shipping between buyer and seller.

FOB

Free on Board point; defines transfer of ownership in shipping.

Type

Type of estimate/order (e.g., Standard, Special).

Item Number

Unique identifier/code for the item.

Description

Description/details of the item.

Brand

Brand name of the item.

Group

Group/category the item belongs to.

Qty

Quantity of the item estimated.

Rate

Rate or price per unit of the item.

Total Price

Total price (Qty × Rate) before taxes.

SKU UOM

Unit of Measure for the SKU.

Tax Code

Tax code applicable to the item.

Tax Amount

Calculated tax amount on the item.

Estimate Date

Date when the estimate was created.

Follow Up Date

Scheduled follow-up date for the estimate.

Valid Until

Expiry/validity date of the estimate.

Create Datetime

Date and time when the record was created.

Written By

User who created the estimate.

VAS Item

Indicates if this is a Value-Added Service item.

VAS Item Cost

Cost associated with the Value-Added Service item.

Customer Item Number

Customer’s own reference/item number.

Alternative Item Number1

First alternative item number reference.

Alternative Item Number2

Second alternative item number reference.

Alternative Item Number3

Third alternative item number reference.

Barcode

Barcode assigned to the item.

Default Vendor

Default vendor linked to the item.

Item Category

Category classification of the item.

Ref#

Reference number related to the estimate.

Estimate-CF1-Text

Custom field 1 (text type).

Estimate-CF2-Number

Custom field 2 (number type).

Estimate-CF3-Multi-Select-List

Custom field 3 (multi-select list type).

Estimate-CF4-Date

Custom field 4 (date type).

Text

Generic text field for custom data.

Number

Generic number field for custom data.

Multi-Select List

Generic multi-select list field for custom data.

Date

Generic date field for custom data.

List

Generic list field for custom data.

  • Download:

    • This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.

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