> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/sales/estimate/estimate-centre/estimate-centre-fields.md).
# 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.
**Send Approval Link:** This allows you to send an email to the main email of the customer to approve the estimate.
**Batch Updates:** This allows users to update selected Estimate records in bulk. The option includes custom fields from the **Estimate Header**, enabling users to modify these fields for multiple estimates simultaneously without opening each record individually.
### 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 | City name for shipping. |
| Shipping Notes | Displays the shipping-related notes associated with the selected customer. |
| Third Party Ref No | Displays the third-party reference number associated with the Estimate. |
**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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