This article tells about what is estimate order and how to use the estimate feature.
Estimate is used when customer reserves order, but has not deal with the noted down prices in the estimate detail. You can set estimate either convert to a sales order or directly to an invoice. To set the convertion, you can follow the steps below :
I. Give Access Roles
Step 1. Go to Users - Select Group - Give Access
II. Setup on Module
Step 1. Setting Estimate Order "Setup - Module Advanced Configuration - Sell Tab menu"
Step 2. Go to Estimate - Input the Order - click Submit - fill Note - then Ok
** You can put note if it's necessary
Step 3. You can find the created Estimate in the Orders menu.
Step 4. Convert Estimate
Convert estimate --> Sales Order --> Invoice
You can convert your estimate to a Sales Order by clicking 'Convert Sales Order' button and fill PO number
Convert Sales Order to Customer Invoice, you can also convert sales order to invoice customer.
PS : in a sales order detail, you can send delivery but not able to add any payment
Step 5. Customer Invoice Created
You can add payment and also a delivery of the invoice detail
1. For direct conversion to invoice, you can jump to step 4 and 5, where you can create delivery and add payment in the customer invoice's detail
2. To edit the estimate order, you must give access for Estimate Order in User Menu