How to Create Estimate?
There are two options for creating new Estimate:
1 : From customer details screen select New Estimate, it will create new Estimate for particular customer directly.
2 : From toolbar click on + button and select Estimate.
On selecting any of this two options it will open new Estimate page, in that you can fill information like:
1.1 : Customer Details:
1.1.1: Here you have to select customer from customer list or you can add new customer or import from device contact.
You can fill billing and shipping address.
1.2 : Estimate Details:
1.2.1 : Here you can set Date, Estimate number, PDF sub title, Currency.
1.2.2 : You can set Shipping method and Shipping cost, Discount in % or amount and also set apply discount before tax or not.
1.3 : Tasks:
1.3.1:In task section you can enter multiple task at a time by selecting from task list which will open on clicking “Add Task” button.
1.3.2: You can also manually enter task one by one by entering values to task name, hour and rate.
1.3.3: You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.
1.4 : Products:
1.4.1: In Product section you can enter multiple Products at a time by selecting from Product table which will open on clicking “Add Product” button.
1.4.2: You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
1.4.3: You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by clicking “+” button.
Notes and Terms:
You can add notes and Terms and condition in related field.
After fill above details click on Save button, it will save Estimate.