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Creating an estimate - full

Open: Estimating > Records > Enter New Estimate - Full.

1. Enter the estimate Main Details. These consist of an estimate description and customer details such as the account code (if any) contacts and reference numbers. This is also where quantity breaksBreaks that allow you to quote different prices for different item quantities. are specified.
2. Enter additional details. This includes information such as who was involved with the estimate, overall discounts applied to the estimate and overhead recovery.
3. Select Site Address. Enter the customer site address.

4. Select Stages. Enter details about your manufacturing stagesEstimating jobs involves breaking the jobs down into stages for accumulation and analysis of job costs. Each job must have at least one stage.. Stages are the main elements into which the estimate may be broken down. For example, you may enter stages for Design, Manufacture, Install and so on.

   Note: You must have at least one stage for each estimate you are entering in the Enter New Estimate - Full process.

   Check that all prices are correct before moving on to the next stage.

5. Enter the path to additional files on your PC or network which you want to link with this estimate.
6. If required, enter additional text for the invoice description.
7. Enter appropriate analysis codes for reporting purposes.
8. Add drawings to the estimate if required.
9. Add notes about the estimate for your reference as you require, using the Memo tab.
10. When you have finished entering your estimate details, click Save.
11. The Estimate Details window closes and you are returned to the Estimate List. The list now includes your new, saved estimate.

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