Estimate is a document made by a seller which specifying the details about the products/services ordered by a customer. Seller/Users can upload the Estimate transaction by bulk using CSV file in order to proceed multiple Estimate transactions at one process.
Step 1. Go to Orders, choose Estimate tab, then click Import button
Step 2. Download CSV Template
Step 3. Edit CSV File Data Based on Your Order, then Save the File
Index Properties
Column | Description |
Number | Estimate transaction number |
Outlet | The name of the Outlet |
Date | Date of making |
Customer | Customer Name |
Customer Email | |
Mobile | Customer Mobile Number |
TaxType | Tax name in your system |
Code | Code which is used to uniquely identify a variant |
Quantity | Quantity of product in your transaction |
UnitPrice | The price you want to sell to your customer |
Discount | A discount on the product |
Note | Additional note |
Step 4. Choose a CSV File to Upload
Step 5. Upload CSV File and Click Next
Step 6. Preview Import Estimate
Step 7. The Estimate transaction was Successfully Imported
Step 8. Recheck Uploaded Estimate transaction in Order List
Related Articles
Still figuring out what is Estimate feature? check this article Estimate Order for Reserved Customer Order
To configure customer invoices, you can check this article Customer Invoice Printing Configuration
If you want to import & export orders by JSON you can also check this article How to Import & Export Order by JSON
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).