| Advanced
Precision Estimating Help Files -
Creating
an estimate for a customer in the Estimates View |
An
estimate is a listing of the products and services from a
catalog that you are providing to the customer. It allows
you to easily estimate how much a sale/service will be to
give the customer instant feedback.
|
|
| 1)
From Advanced Precision Estimating select View, Estimates. |
| 2)
Select Actions, Add Record. |
| 3)
In the Estimate Properties select a Catalog that you will use
to create the estimate. |
| 4)
Select the customer that the estimate is for. |
| 5)
Enter a reference number for the estimate if you wish. |
| 6)
You may also specify additional information in the six custom
fields below. |
| 7)
Click Ok. |
| 8)
From the Estimate Form, add items to the estimate by double-clicking
on them. You can also add an item by selecting it and choosing
Actions, Add Item from the menu. |
| 9)
Items added will appear below in the spreadsheet view. You can
change the items default description, quantity and price. (Note
that the price is the retail price, and not the wholesale price
of the item.) |
| 10)
To delete an item added to the estimate, select the row in the
spreadsheet and select Actions, Delete Item from the menu. |
| 11)
To see a wholesale report for the estimate you can select Report,
Wholesale Report from the menu. This will let you view the wholesale
estimate. (Typically only used internally). |
| 12)
To print an invoice for a customer see the next step. |
|
| You
are now ready to create an invoice. |
