Add New Estimate

Adding a New Estimate

1. Hover over the "Sales" option in the side navigation bar.Click on "Estimate" from the dropdown menu. Alternatively, click on "Sales," and then select "More" option from the top right corner.Choose "Estimate" option from the list. 

   
   
   

   
   
   
   
2. You will be directed to the Estimate List page.Click on the "New Estimate" button. A form will appear.
   
   
   
   
3. Choose the customer from the dropdown list for whom you want to create the estimate. You can also create a new customer on the go by clicking the "Add Customer" button in the dropdown list.
   
   
   
   
4. Fill in the remaining fields in the form once you have selected the customer.
   
   
   
   
5. Click on the "Item" dropdown and select the item(s) from the list for which you want to create the estimate. You can also create a new item by clicking the "Add Stock Item" button in the dropdown list.After selecting the item(s), fill in the respective fields such as quantity, rate/item, and tax.
   
   

   
   

   

   
   
6. You have several saving options:

   Save the estimate, Save the estimate and open a new estimate form, Save and send the estimate, Save the estimate as a draft. You can also add attachments to the estimate. 
   
   

   
   

   By following these steps, you can efficiently create a new estimate in your software, ensuring accuracy and completeness.