The estimate menu can be used when a customer reserves an order but has not addressed the prices in the estimate detail. You can convert estimated order to a sales order or directly to an invoice.
You can use the estimate feature for several purposes like this:
Uncertain orders will be paid or shipped
To print an estimated order without creating an invoice
Sales plan to be carried out
Step 1. Go to Users, Select Group, then Give User Access
Make sure you have access to the "Estimate" feature. Enable estimate roles from the user menu (groups tab).
Step 2. Go to Estimate, then Make Estimate Order
You can put a note if necessary, you can add additional notes after you click submit.
Notes:
You must fill in the customer name to submit the estimated order.
Step 3. Recheck Estimate Order History on Orders
You can find the created Estimate in the orders menu (estimate tab).
Step 4. Convert Estimated Order
You can choose to convert an estimate to a sales order or directly convert it to an invoice.
Notes:
The user needs the "Edit Estimate" role to convert the estimated order.
Step 5. Convert Estimate to Sales Order
If you convert an estimate to a sales order, it won't directly create an invoice and cut stock.
Step 6. Check Sales Order
After converting an estimate to a sales order, recheck it on the orders menu (more menu). Then convert the sales order to an invoice.
Step 7. Convert Sales Order to Invoice
After converting the sales order to an invoice, it will directly create an invoice in the order menu.
While converting to an invoice users can manage what outlet inventory that will be deducted.
Step 8. Recheck Customer Invoice After Converting
Notes:
The final result from the estimated orders is a customer invoice
Related Articles
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 make a sales transaction with payment later you can read this article: Create Sell with Payment Later
To add the prefix for invoice number: Adding Prefix for Transaction Number
