To create a new estimate, go to Sales > Estimates > Create New Estimate, or click the Build icon at the top left and select Create Estimate.
🧾 Fill in Estimate Details:
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Customer – Select the customer from the dropdown list.
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Bill To – Shows billing address, payment terms, and taxes (auto-fills from customer profile if set).
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Ship To – Shows delivery address and method (also auto-filled if available).
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Estimate Number – Auto-generated by the system for tracking.
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Estimate Date – Set the date the estimate is issued.
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Expiry Date – Set the date the estimate is valid until.
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Currency – Automatically selected based on your system or customer profile.
🏷 Other Fields:
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Tag – Add labels for better organization and searching.
- Currency – Automatically selected based on your system or customer profile.
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Status – Starts as Draft, changes to Sent once submitted to the customer.
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Reference – Link to related documents (e.g., purchase orders).
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Sales Agent – Assign the estimate to a sales rep.
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Discount Type – Choose a percentage or fixed amount discount.
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Admin Note – Add internal notes for tracking, reminders, or instructions.
➕ Add Items:
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Click Add Item to insert products/services.
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Description – Short name or title of the item.
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Long Description – Detailed explanation of the item.
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Unit – Quantity being estimated.
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Rate – Price per unit.
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Tax – Choose applicable tax rate.
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Use the ➕ icon to register new items if not listed.
✅ Once all fields are complete, click Save to finalize the estimate.
