Overview
Actions
| Field Name | Description |
| Print Template allows user to print the Sales Estimate order | |
| Edit | User can also edit sales estimate by clicking on the EDIT option |
| Field name | Description |
| Estimated quantity | Quantity of orders which are estimated is displayed |
| Converted orders quantity | Total quantity of orders which are converted. Orders that are converted after the estimation |
| Expiry days | Displays number of days when the estimate expires |
Converted Orders Details
This section contains the Converted order items details
| Order no | Order number is displayed |
| Date | Date on which estimate order is converted |
| Created by | Person’s name who created the estimate order |
| Net total | Total amount estimated for order items |
| Documents | This section contains documents or files related to the organization. Click on Edit option to upload documents or files and click on SAVE |
| Description | Comments or short notes about estimate order are displayed |
Details
This section contains Sales estimate details like estimate number, dates, delivery date, amount and organization details
| Field name | Description |
| Organization | Displays name of the organization |
| Contact | Contact person name of the organization |
| LoB | Line of Business segment of the company |
| Estimate no. | Estimate order number is displayed |
| Estimate date | Date on which estimate order is created |
| Est expiry date | Expiry date of the estimate |
| Exp delivery date | Delivery date of the estimate order |
| Reference no. | Reference number associated with the estimate |
| Ref date | Reference date of the estimate |
| Sales person | Name of the sales person is displayed |
| Payment term | Payment terms indicate when and how payments need to be made |
| Amount | Amount to be paid for the order |
Estimate 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 |
| 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.
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 order items |
| Quoted Price | Enter quoted price for the order items |
Apply all the details and click on SAVE
Estimate Value Summary
This section contains details about the estimated value summary
| 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
| Delivery Address | Buyer’s address is displayed |
| Delivery from | Delivery from address of the order |
| Sold By | Seller’s address is displayed |
| Billing address | Billing address of the order |
| Description | Comments or brief description about the estimate order items |
Activity
| Comments | User can write short notes or comments about the Sales estimate |
| Audit | |
| Created Date | Date when the Sales estimate is created |
| Created By | Name of the person who created the Sales 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 Sales estimate |
| Time-Line | This widget tracks all the activities within the app. |