Creating an Estimate is quick and straightforward, it is the first step in the Order creation process. At this stage, there are no fees or payments collected; you’re simply laying the groundwork for the Order. Estimates are built in three simple steps: Entering an Estimate, Creating Products, and Finalizing the Estimate.

Table of Contents

• Entering an Estimate

• Creating Products

• Finalize Estimate
  

To enter an Estimate navigate to the Sales Module. 

1. Hover over the Estimates tab. 

2. Click Create New.  

Entering an Estimate

1. Enter the Customer name and select it from the dropdown menu. Or, click the + sign to add a new Customer.

2. Enter a description that you can use to search for this Estimate later. This description will also be visible on the Customer's Estimate.

3. Select the Estimate Origination from the drop down menu, Estimate Origination is meant to track the reason the customer is coming back to you, and is different from Customer Origination.

4. Enter the customer PO Number, if applicable. 

5. Select the Order Contact from the dropdown menu. Or, add a new one with the + sign.

6. Select the Salesperson responsible for this Estimate.

7. If you have multiple Locations, select the Sales Center where the Estimate was entered.  

8. The default Tax Group will automatically show and can be changed based on user permissions.

9. When finished click Next Step.

Note: Estimates can also be created from the Customer profile by navigating to Sales / Customers. After selecting the appropriate Customer, click New Estimate. Then, follow the Estimate entry steps as outlined above.

Creating Products

1. Enter the Product Name. 

Note: Product Names will always be displayed to the Customer.  

2. Enter the Product Quantity. This is the number of finished items the Customer is purchasing.

3. Click Manage Product Notes to view and enter Product notes. 

Note: Product notes are not seen on the Estimate.

4. Select a Product Category from the dropdown menu. 

Note: Product categories allow you to track the finished Products your Customers have purchased in the Reports Module.

5. Click + Add Part(s) to choose from a list of Parts. 

Note: These are the raw Materials, substrates or service items that make up your Product and are set up in the Management Module.

6. Select a Part.

7. Enter the Part Qty. Part Quantity refers to the number of Parts you need for ONE finished Product.

8. Enter the Part Properties including colors, dimensions, number of sides, etc.
Note: Components can be customized in the Management Module.

9. Select the Machine from the dropdown menu.
NOTE: This dropdown menu only displays Machines that have been associated with specific Parts, which is done previously in the Management Module.
10. Enter any Part Text or Notes as needed. This information will always be visible internally on both the digital and printed Work Order. This information can be hidden or made visible to your Customer based on your Estimate / Invoice settings.

11. Include any necessary Modifiers. Modifiers are generally elements that are not sold as a stand-alone feature or item.

12. Click Save Part.

13. Click the arrows to review Cost and Pricing information.

Note: This ability is permission based dependent on the user.

14. Click the +Pricing Options to show the price breaks offered for ordering various quantities.

15. Add additional Parts and Products as needed.

16. When ready, click Next Step.

Finalize Estimate

A. Click +Add Shipping Postage to add any Shipping or Postage costs.

B. Click +Advanced Pricing Options to give an overall discount on this Estimate by percentage or dollar amount. 

Note: User permissions and maximum discount amounts can be set in the Management Module.  

C. Adjust the Follow-Up Date here. 

Note: Estimates are organized by Follow-Up Dates in your Queues.

D. To update the Billing Address on Account check the box.

E. Select the Delivery Method from the dropdown list and adjust the address, if needed.

F. Click Save Estimate to finalize the Estimate.