Estimation


Sometimes buyers would ask for an estimated price for the goods/services they are interested to buy. From the Estimation screen, you can generate Estimation for the products/services you sell.


From this Screen you can view Estimation history, filter Estimation , sort Estimations and also to create Estimation.


  1. How to generate Estimation?

To generate a quotation, navigate to Menu   icon from top left > Transaction > Estimation > Click on

  • Tap on Estimation.
  • Tap on the product name to add products to the cart. (see figure 1)
  • Add Discount and Tax, if there are any.
  • Tap on Proceed. (see figure 2)
  • Enter customer details e.g Mobile no, Name, Email and Address. Providing customer details is an optional step.
  • Then Finish, Estimation is been created. (see figure 3)
  • Created Estimation can be converted in to Either Invoice or Order. (see figure 4,5,6 & 7)
  • Order and Invoice guide is provided in respective pages.


(Figure 1 - Estimation Screen)

(Figure 2 - Estimation created)


(Figure 3 - Estimation created)


2. How to convert Estimation in to order / Invoice?


To convert the estimation to either order / Invoice click on appropriate button as shown above and follow the instructions as provided in Order and Invoice pages in user guide.

(Figure 4 - Estimation to Order Screen)


(Figure 5 - Estimation to Invoice Screen)


(Figure 6 - Invoice  Payment Collection Screen)


(Figure 7 - Invoice  Generated Screen)