Sales Estimate View
The Sales Estimate View is the full record of one estimate — the customer, the items proposed, the figures and how long they stand. An accepted estimate can be converted into a sales order from here.
Overview
Open an estimate from the Estimates List.
Details in Sales Estimate View
Estimate Section
| Field | Description |
|---|---|
| Reference | The unique identifier. |
| Date | When it was prepared. |
| Valid until | When the figures lapse. |
| Status | Open, converted or expired. |
| Created By | Who prepared it. |
Customer details
Who the estimate is for, with their contact information and currency. Unlike a proposal, an estimate is always addressed to a customer.
Line items
| Column | Description |
|---|---|
| Item / Service | What is being estimated. |
| Quantity | The expected amount. |
| Price | The estimated unit price. |
| Total | The line value. |
Converting the estimate
Where the customer accepts, convert the estimate into a sales order. The items, quantities and prices carry across, so the order matches what was agreed.
Re-check the figures before converting an older estimate. An estimate is built from judgement rather than firm costing, and the assumptions behind it may not have survived the intervening weeks.
Related pages
- New Estimate — create one
- Estimates List — find estimates
- Proposal View — the formal offer
- Sales Order — where an accepted estimate goes