Estimation


From this page, you can create an Estimation. (see figure 1).


On Opening Estimation page it will take you to Estimations page.


How to create a Estimation ?


  1. Navigate to Menu > Transaction > Estimation
  2. It will take you to Estimations screen
  3. From Estimation screen Select Order Type from Standard and Home delivery
  4. Select Customer if the customer information is already saved
  5. From Categories pane select the Product category
  6. From Products pane select the Product to send the estimation
  7. If you want to give specific discount on the product use icon for Tax and Discount
  8. Then Select on Save Estimation
  9. Estimation is been created


(Figure 1 - Estimation page)


(Figure 2 - Estimation screen)


Note : It is possible to recall an estimation, and convert the estimation in to an order or Invoice which is explained in detail from Estimation History page