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
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
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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