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Estimation creation

  • Sales
  • Estimation

Estimation module is faciliated with adding new estimation, downloading the estimation details in various formats like pdf, excel,CSV and can also able to sort by columns name.

    Procedure to Add New Estimation
  • Click on the Add Estimation icon.
  • There you can provide the necessary details.

    Procedures to be followed
  • Provide all the details, according to the numerical order.
  • If you want to add new item, click on to the Add item button.
  • If you want to cancel the item, click on to the red colour X button.

    ICONS DESCRIPTION
  • 1. Click the eyes icon to view.
  • 2. Click the covert symbol to convert the estimation to sales order.
  • 3.Click the X symbol to cancel the estimation.

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