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.
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.
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.
Cancel: Marks the estimate as cancelled and restricts further processing.
Void: Voids the estimate. Voided estimates are deleted permanently from the system.
Create Duplicate: Creates a duplicate of the estimate.
Remember Customer Pricing: Records the customer's pricing preferences for all the items for future reference.
Send Approval Link: Sends an email to the main email of the customer to approve the estimate.
Add To Email Queue: Places the estimate in the email queue for sending at a later time.
Close Estimate: Closes the estimate and restricts any further processing.
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.
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.
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.
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