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.