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Estimates

Roll cursor over data fields below for more info


Overview- Prepare estimated cost information for customers.

Toolbar

  • Export- Export the form as an html file.
  • Email Options- Set options for emailing this form.
  • Email- Email this form.
  • Page Setup- Set the print options for this form.
  • Print Preview- Preview the form as it will appear printed.
  • Print- Print the form to a connected printer.
  • Invoice- Create an Invoice based on this estimate.
Number- Estimate number generated by the program when estimate is saved.

Status - Indicates whether the estimate has been proposed, accepted or invoiced.

Added By- Computer generated-Shows who created the record.

Created- Computer generated - shows when the record was created.

Update- Computer generated - shows when record was last altered.

Bill To- Displays the selected customer name and mailing address.

Customer Select Button- Opens the customer selection dialog.

Address Selection Button- Opens a list of addresses from which you can select an alternative address for the customer.

Ship Same as Billing- Populates the ship to box with same information that is in the Bill to box.

Ship to- Displays ship to information for the estimate.

Tracking #- Enter your shipper tracking information for reference.

Freight Charge- Enter shipping charges here.

Required by- Select this to enter a required by date.

PO Number- Enter your customer Purchase Order number for reference.

Terms- Enter Estimate terms from your previously created terms, or right click on the down arrow to add or edit terms.

Sold By- Select from your employee list.

Shipped - Enter the date shipped.

Ship Via - select from your list of shippers.

FOB - Designate freight on board terms.

Subject Selection Button- Select subject from this customer list of subjects.

Procedure Selection Button- Opens procedure selection list.

Product Selection Button- Opens product selection list

Remove Button- Removes Highlighted item from the grid.

Line Item Grid- Displays selected item as well as computed sub totals for each line. Also gives options to edit quantity, change the price, enter a discount and change the taxable status.

Notes- Enter notes to be included with the estimate.

Tax- This advanced feature enables you to have a variety of tax rates that apply to different regions or locations. You can manually select a different tax rate, or you can set up tax rates to change automatically based on the customer postal code.

Totals Window- Displays the all the subtotals from the estimate and computes a grand total.

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