Estimates play a crucial role in presenting potential customers with an overview of the services you offer and the associated costs. This guide outlines the simple steps to create estimates within your sales module, enabling you to efficiently manage client quotations and streamline your sales process.

Create Estimate

Accessing the Estimates Section

• Open the sales module of your system.

• Navigate to the estimates section, usually located in the main menu or sidebar.

Initiating Estimate Creation

• Within the estimates section, look for the "+ Create" button or a similar option to start creating a new estimate.

• Click on the button to access the estimate creation form.

• Filling the Estimate Creation Form

Estimate Creation Form

• Select Customer Name

• Choose the customer for whom the estimate is being created.

• Estimate Date

• Specify the date of the estimate.

• Expiry Date

• Set the expiry date for the estimate, if applicable.

• Discount Type

• Indicate the type of discount, if any, applicable to the estimate (for instance, percent or fixed).

• Status

• Initially, the status will be set to "Draft."

• Select Items

• Choose the items from the created list to include in the estimate.

• Add Item Estimates for Each Service

  
  

         For each selected item, specify the following details:

• Unit Price

• The price per unit of the item or service.

• Quantity

• The quantity of units or hours for the service.

• Tax

• If applicable, specify the tax rate for the item.

• Amount

• Automatically calculated based on the unit price and quantity.

Saving and Reviewing

• Review the estimated details for accuracy.

• Save the estimate by clicking on the "Save" or "Create" button.

Managing Estimates

• Once saved, the estimate will appear in the estimate listing page within the sales module.

• From the estimate listing, you can edit or delete estimates as needed.

• To send the estimate to the client, change the status from "Draft" to "Sent."

By following these straightforward steps, you can efficiently create and manage estimates within your sales module. This process enables you to provide clients with accurate quotations, track potential sales, and ultimately drive business growth and customer satisfaction.