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Estimates

On this page, you will find all the relevant information about estimates.

Keywords: #quote #proposal #estimation

Retrieve estimates

There are many ways to retrieve estimates. You can try one of the methods detailed below.

Keywords: #quote #proposal #estimation

Point of sale

  • by hitting the F1 key on the keyboard and entering the estimate number in the Order No field in the top right corner
  • by clicking on the magnifying glass button in the top right corner;
  • by clicking on the Order No button;
  • by clicking on the Previous estimate button if you are searching for the last estimate you consulted; or
  • by right-clicking on the Previous estimate button to show a list of previously consulted estimates.

Appointments window

  • Double-click on an appointment to show the corresponding estimate.

Build estimates from past estimates or invoices

Follow the steps below to build estimates using past estimates or invoices.

  1. From the Point of sale, start a new estimate.
  2. Click on the magnifying glass button adjacent to the Order No. field.
  3. From the Search window, depending on whether or not the past estimate or invoice is archived, click on the Archives button.
  4. Sort the list using the Step drop-down menu.
  5. In the Search section, use the criteria to narrow the search.
  6. Select the found invoice on the list.
  7. Click on the Add products from the current order to the current estimate button.
  8. All items will be selected by default. Deselect the items that you do not want to include on the new estimate.
  9. Click on the SAVE button.
  10. Exit the Search window.

Keywords: #quote #proposal #estimation

Tax-included items

You can add tax-included items to estimates. To do so, follow the steps below.

  1. From the Point of sale, start producing or retrieve an estimate.
  2. Click on the F5 ADD button.
  3. Check the Taxes incl. box.
  4. Add the item to the estimate entering the amount including applicable taxes.

Be sure to check the Taxes incl. box before adding the item to the estimate otherwise the procedure will not work.