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 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 have the ability to 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.

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.

• 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.