ESTIMATION

       Estimation is used for giving the estimated cost to customer's for his enquiry. It works same as sale billing without affecting to stock Quantity.

Creating estimation bill

1. First enable Estimation option in settings->defaults->general settings

2. In HOME screen, select Estimation option

3. Enter the customer’s name, date, reference number, location, brokers name and particulars

4. Click on Add button

5. Select the products which you want to add to the Estimation bill

6. If required give discounts, price scheme, less other and add other expenses for the bill

7. Click on Save to save the bill

In Estimation, Option button is used for

1. Selecting the number of copies to print, PO template, printer and also enabling the print and print preview in print option

2. You can rename the old estimation number to new one

Editing the estimation bill

1. In Estimation, goto Transaction

2. Select the estimation bill by filtering date, customer and bill no, it opens bill in editing mode

3. Edit the bill and click on Save to save the changes

Importing estimation to sales bill

1. Goto Sales screen, click on Details(F6)

2. There is a option to import the estimation bill

3. Enter the estimation number and click on Import

4. If stock is present, estimation will import to sales bill

5. Click on save to save the bill