Estimate Options

The Estimate module provides multiple options at both the header and the detail levels that help to effectively handle estimates.

Estimate Header Level Options

These options are located under the "Options" menu in the top right corner of the page.

1. Convert To SO: Converts the estimate into a sales order, which will then be processed and shipped to the customer. Please note that the sales order number will be the same as the estimate number.

2. Convert Selected Lines To SO: Converts selected lines from the estimate into a sales order. Please note that the sales order number will be the same as the estimate number.

3. Copy to SO: Creates a new sales order based on the estimate while allowing changes before finalizing. The new sales order number will be different from the estimate number.

4. Cancel: Marks the estimate as cancelled and restricts further processing.

5. Void: Voids the estimate. Voided estimates are deleted permanently from the system.

6. Create Duplicate: Creates a duplicate of the estimate.

7. Remember Customer Pricing: Records the customer's pricing preferences for all the items for future reference.

8. Send Approval Link: Sends an email to the main email of the customer to approve the estimate.

9. Add To Email Queue: Places the estimate in the email queue for sending at a later time.

10. Close Estimate: Closes the estimate and restricts any further processing.

11. 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.

12. Show Activity: Displays a chronological log of all actions and updates made to the estimate, including user actions, status changes, approvals, and modifications. This helps track the full history and maintain audit trails for the estimate.

Estimate Details Level Options

The "Options" menu in the Estimate Details section offers a variety of options to manage the items, while the "Sort By" option allows you to sort the items in the estimate as per your needs.

Estimate Details Level Options

These options are located under the "Options" menu in the Estimate Details section of the estimate.

• Batch Discount: Allows applying discounts in bulk to multiple line items.

• Batch Unit Price: Allows updating unit prices for multiple line items at once.

• Batch Qty: Allows adjusting quantities for multiple line items in bulk.

• Batch VAS Item: Allows selecting/updating the Value-Added Service (VAS) item for multiple line items at once.

• Remove Restrictions: Removes any pricing restrictions on selected line items. **This option needs elevated permissions.

• Delete Selected Row(s): Deletes the selected line items from the estimate.

• Remember Customer Pricing: Saves the customer's pricing preferences for the line items.

• Batch Apply Custom Price: Provides sub-options for applying custom prices to multiple line items, including standard unit price, standard unit cost, and up to fourteen custom price options.

• Recalculating Pricing Rule: Reapplies the current pricing rules to the selected line(s) in the estimate. This updates item prices based on the latest pricing rules, discounts, or customer-specific pricing settings configured in the system.

Sorting Estimate Items

Beside the Options menu in the details section of the estimate, there is an option to sort the items. To sort the items, click on the "Sort By" option and select how you want to sort the items.

Sorting Options

The sorting options available include:

• Item Number: Arrange items either in ascending or descending order based on their item numbers.

• Total Price: Sort items based on their total price, helping you quickly identify high-value transactions. (Please note that this sorting option is not available in transfer orders as these orders do not involve pricing.)

• Quantity: Arrange items by quantity, aiding in inventory management and fulfillment tracking.

Apart from these, the estimate details section also provides you with the option to sort the items based on item number, price, or quantity. Item Selection Tools in Estimate Module

These tools make it easier to quickly find, filter, and add products to your estimates, whether they’re repeat orders, configurable items, product bundles, or standard catalog items.

Quick Add Items – Item Group Filter

The Quick Add Items option now includes a filter for Item Group, enabling faster and more accurate item selection.

Function: Refines search results when adding items quickly to an estimate, ensuring only relevant products appear.

Last Order Items

This option allows you to quickly add products from a customer’s most recent order to the current estimate.

• When using the Last Order Item feature while creating an Estimate or Sales Order, the system now automatically captures and displays the rebate applied to the item in the previous order.

• Users can choose to replicate the rebate structure as it was in the prior transaction, or modify it as needed.

Function: Speeds up quoting for repeat orders by reducing the need to search for frequently purchased items.

Advance Variant Finder

A powerful search tool to locate and add specific item variants based on their attributes (e.g., size, color, material).

Function: Ensures accurate variant selection for estimates involving configurable products.

Kit Finder

Allows you to locate and add predefined kits or bundled products directly to the estimate.

Function: Simplifies quoting for bundled products, ensuring all kit components are included.

Add Item

A standard search-and-add function for locating any individual product from the catalog.

Function: Provides flexibility to add any product — whether or not it has been ordered before.