Overview
| Field Name | Description |
| Users can print or download Purchase Estimate order report by clicking on Print Template |
Details
This section contains Purchase estimate details like estimate number, dates, delivery date, amount and organization details
| Field name | Description |
| Organization | Organization’s name is displayed |
| Contact | Contact person’s name (user’s name) |
| LoB | Line of Business segment of order items |
| Estimate no. | Order number of the Estimate is displayed |
| Estimate date | Date on which purchase estimate order is created |
| Est expiry date | Expiry date of purchase estimate |
| Exp delivery date | Delivery date of estimate order |
| Reference no. | Reference number associated with the purchase estimate |
| Ref date | Reference date of the purchase estimate |
| Sales person | Name of the sales person |
| Payment term | Payment terms indicate when and how payments need to be made |
| Amount | Amount to be paid for the order |
Estimated Items
Estimate orders consists the items with a defined quoted price and negotiation is acceptable to close a deal.
This section contains details of the estimate order items
User can click on CREATE(+) to add Items to the order by selecting Item details from the list and apply quantity in Cartons or pieces.
Add Estimate Items
| Field name | Description |
| Item name | Select item name from the list |
| Quantity | Select quantity of items by selecting number of Cartons and Pieces |
| Item details | Select the quantity of items by selecting number of cartons and Pieces |
| Cartons | Default item quantity can be viewed in cartons |
| Pieces | When users enable “pieces”, it can provide item details in pieces |
Click on SAVE and the items are added to estimation.
| Field name | Description |
| Estimated qty | Quantity of orders which are estimated is displayed |
| Converted orders qty | Total quantity of orders which are converted. Orders that are converted after the estimation |
| Expiry days | Displays number of days when the purchase estimate expires |
Manage Price
Estimate orders consists the items with a defined quoted price and negotiation is acceptable to close a deal. Discounts are added to the estimate items in the Manage price section.
| Field name | Description |
| Item name- SKU | Displays SKU code of the item. A SKU, which stands for Stock Keeping Unit, is a unique identifier for each of the products that makes it easier to track inventory |
| Qty | Enter quantity of the items |
| Discount | Enter discount value to be added for the order items |
| Select whether the discount offered is in percent or any fixed value and enter the value | |
| Exp value | Enter the expected price for the order items |
| Quoted Price | Enter the Quoted price for the order items |
Apply all the details and click on SAVE
Estimate Value Summary
This section contains details about the estimated amounts
| Field name | Description |
| Gross Amount | Total amount with Taxes added |
| Discount | Total discount value given on the item. “Discount on Items” value is loaded automatically |
| Assble amount | The assessed amount of the order |
| Tax amount | Total tax amount added for the invoice |
| Net Total | Total amount of the order items |
Address details
| Field name | Description |
| Delivery Address | Delivery address of the order |
| Delivery from | Delivery from address of the order |
| Sold By | Address details of the seller |
| Billing address | Billing address of the order |
| Description | Comments or brief description about the estimate order items |
Transactions
| Field Name | Description |
| Print/Preview | Users can print or download Purchase Estimate order report by clicking on Print Template |
| Update | This template allows user to update current estimate details |
| Est no./Ref no. | Estimate order and reference number are displayed |
| Org / Sales person | Name of the sales person and organization name |
| LoB | Line of Business segment of the company |
| Created by/ date | Name of the person who created the Purchase estimate and date of creation |
| Total | Displays the total estimate amount |
Activity
| Comments | User can write short notes or comments about the Purchase estimate |
| Audit | |
| Created Date | Date when the Purchase estimate is created |
| Created By | Name of the person who created the Purchase estimate |
| Last Updated Date | Last stage changed of the Purchase estimate |
| Last Updated By | Name of the person who last updated the stage |
| Status | Displays the current status of the Purchase estimate |
| Time-Line | This widget tracks all the activities within the app. |