The estimate menu can be used when a customer reserves an order but has not dealt with the prices in the estimate detail. You can set the estimates output to be converted to a sales order or directly to an invoice. To set the conversion target from the estimate, you can follow the steps below.
Table of Content :
II. Setup on Module
I. Give Access Roles
Step 1. Go to Users - Select Group - Give Access
II. Setup on Module
Step 1. Go to Setup, Click More Menu, then Choose Module
Step 2. Go to Tab Sell, then Set Estimate Conversion Target
Step 3. Go to Estimate, then Make Estimate Order
You can put a note if necessary, you can add additional notes after you click submit
Step 4. Recheck Estimate Order History on Orders
You can find the created Estimate in the Orders menu.
Step 5. Choose Any Estimate, then Convert Estimate
You can see the estimate order flow to be a customer invoice below:
Create an Estimate --> Convert estimate --> Sales Order --> Customer Invoice
You can convert your estimate to a Sales Order by clicking the Convert Sales Order button and you can fill in the PO number
After converting the estimate to sales orders, you can convert the sales order to be a customer invoice.
In a sales order detail, you can send the fulfillment but not be able to add any payment.
Step 6. Customer Invoice was Created
You can add payment and also fulfillment from the invoice detail
1. To directly convert an estimate to the customer invoice, you can set the conversion target to Invoice like in step 1.
2. To edit the estimate order, you must have Edit access for Estimate in the User menu
You might like to read these related articles below :
You can differentiate Sales Order number and Invoice Number, To differentiate the number you can read this article : How to differentiate Sales Order and Invoice Number
You can create a sales transaction with payment later. To create a sales transaction with payment later you can read this article : Create Sell with Payment Later
To add prefix for invoice number : Adding Prefix for Transaction Number