- Go to POS
- Create a new estimate for the given customer.
- Click on the spy glass next to "Order No:"
- Go to “Estimates” / ”Archives” and find the invoice/estimate that you want to transfer
- In the description field you can enter the product you are looking for: E.g.: transmission, engine, timing, etc…
- Click on the column header to sort the vehicles by make and model
- Select your estimate/invoice
- Click the "List" icon
- Unselect the items that you do not wish to transfer.
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How to use the invoice history to redo an estimate on a same vehicle – V5.6