Estimate:
An estimate in ERP Gold is used to create a bid, proposal, or quote. The estimate can later be turned into a sealed order or an invoice. To create an estimate, you need to make sure the Estimates feature is turned on.
Step 1. To create Sales Estimates you need to first get onto the Sales Estimates page.
There are several ways of reaching the Sales Estimates page.
From the main HomePage by clicking on the Estimate icon.
Step 2. From the left menu by clicking on Sales then "Customer Center", Open to the new page and click the 'Transaction' button to show the 'Estimate' option.
Step 3. When users click the 'Customer Center' Open a new screen and click the "Transaction" button to show the "Estimate" option.
1.Add Estimate: Users click the "Add Estimate" button a new form window will open where you have to enter your Estimate details.
2.Export to Excel: Users click the 'Export To Excel', the button we have the excel file downloaded.
3.Export to PDF: Users click the 'Export To PDF', the button we have the excel file downloaded.
4.Txn Number: The transaction ID is a way of control that can be used to control the sale, location of a particular transaction or, in the case of the cash register, to check the correct register when searching.
5.Date: This column will show the proposal Date of the Sale Estimate.
6.Due Date: This column will show the "Due Date" of the sale Estimate.
7.Total Amount: This column will display the "Total Amount" of the Sales Estimate.
8.Edit: Users click the 'Edit' button then we have a new screen open that we can update the existing record.
Step 4. Once you are on the Sales Estimates page click on the Blue button that says “Add Estimate”.
Users click the "Add Estimate" button a new form window will open where you have to enter your Estimate details.
1.Customer: Users can select their customers to whom they are generating a sales estimate from this list.
2.Ship To: Users click on the dropdown and select the "Recipient".
3.Date: Users can select the "Date" in this field.
4.Billing Address: Users can update the "Billing Address" in this text field.
5.Shipping Address: Users can update the "Shipping Address" in this text field.
6.Due Date: Users can select the "Due Date" in this field.
7.PO Number: Users can enter the "PO Number" in this field.
8.Payment Term: Users can select the payment term which will be different for every customer based on company criteria. Available terms are Net 0 = payment on time, Net 15 = payment in 15 days, Net 30= payment in 30 days.
9.Payment Method: Users can choose one of the 'Payment Method' in this dropdown.
10.Shipping Method: This drop-down list will show you company names through which your products will be shipped.
11.Sales Rep: You can select your sales representative which will be dealing with customers to whom you are generating Sales Estimate.
12.Site/Location: Users can choose one of the 'Site Location' in this dropdown.
13.Ship Date: Users can select the "Ship Date" in this field.
14.Required Date: Users can select the "Required Date" in this field.
15.Item: This column will display products for which you are generating a Sales Estimate.
16.Description: If users want to enter a product/item description then it will be entered in this field.
17.Qty: Users can enter the Quantity Number of the product in this field.
18.Rate: Users can enter the Rate of a single quantity in this field.
19.Amount: This field will show the total amount of the product.
20.Delete: Users can the "Delete" Specific row.
21.Add More: This button will add more items to the list.
22.Sub Total: Users can see the "Sub Total" amount in this field.
23.Shipping Charges: Users can update the "Shipping Charges" in this field.
24.Others: Users can enter the "Other details" in this field.
25.Discount Percentage: Users can enter the "Discount Percentage" in this field.
26.Discount Amount: Users can enter the "Discount Amount" in this field.
27.Total: This field can show the total amount of the products selected.
28.Customer Message: If the user wants to enter any message for the customer then it will be entered in this field.
29.Memo: Users can enter a Memo to the customer in this field.
30.Save & Close: If you click "Save & Close", then redirect to the list page of the Customer Center screen.
31.Save & Continue: If you click "Save and Continue", then it will show you the continue that you saved.
Step 5. Users click the 'Edit' button then we have a new screen open that we can update the existing record.
1.Convert to Order: Users click the "Convert to Order" button then the Sales Estimate screen is converted to the "Sales Order" screen.
2.Convert Purchase Order: Users click the "Convert Purchase Order" button then the Sales Estimate screen is converted to the "Purchase Order" screen.
3.Copy: Users click the "Copy" button then it will create a duplicate of the same screen of Sales Estimate.
4.Delete: Users click the "Delete" button then it will be deleted on the create screen.
5.Print: Users click the "Print" button than open a new window to show the generate reports.
6.Send Email: Users click the "Send Email" button then it will show the format of the Email.
7.Upload Button: Users click the "Upload" button then it will upload the image in this field.
Step 6. When the users click the "Convert to Order" button then the Sales Estimate screen is converted to the "Sales Order" screen.
1.Customer: Users can select their customers to whom they are generating a sales estimate from this list.
2.Ship To: User clicks on the dropdown and select the "Recipient".
3.Date: Users select the "Date" in this date format.
4.Billing Address: Users update the "Billing Address" in this text field.
5.Shipping Address: Users can update the "Shipping Address" in this text field.
6.Due Date: Users can select the "Due Date" in this date format.
7.PO Number: Users can enter the "PO Number" in this field.
8.Payment Term: Users can select the payment term which will be different for every customer based on company criteria. Available terms are Net 0 = payment on time, Net 15 = payment in 15 days, Net 30= payment in 30 days.
9.Payment Method: Users can choose one of the 'Payment Method' in this dropdown.
10.Shipping Method: This drop-down list will show you company names through which your products will be shipped.
11.Sales Rep: You can select your sales representative which will be dealing with customer to whom you are generating Sales Estimate.
12.Site/Location: Users can choose one of the 'site/location' in this dropdown.
13.Ship Date: Users can select the "Ship Date" in this date format.
14.Required Date: Users can select the "Required Date" in this date format.
15.Item: This column will display products for which you are generating a Sales Estimate.
16.Description: If users want to enter a product/item description then it will be entered in this field.
17.Qty: Users can enter the Quantity Number of the product in this field.
18.Rate: Users can enter the Rate of a single quantity in this field.
19.Amount: This field can show the total amount of the product.
20.Delete: Users can "Delete" Specific row.
21.Add More: This button will add more items to the list.
22.Sub Total: Users can see the "Sub Total" amount in this field.
23.Shipping Charges: Users can update the "Shipping Charges" in this field.
24.Others: User can enter "Other details" in this field.
25.Discount Percentage: Users can enter the "Discount Percentage" in this field.
26.Discount Amount: Users can enter the "Discount Amount" in this field.
27.Total: This field will show total amount of the products selected.
28.Customer Message: If user want to enter any message for the customer then it will be entered in this field.
29.Memo: Users will enter a Memo to the customer in this field.
30.Save & Continue: If you click "Save and Continue", then it will show you continue that you saved.
Step 7. Users click the "Convert Purchase Order" button then the Sales Estimate screen is converted to the "Purchase Order" screen.
1.Check Box: User select "Check the box" and then click the create purchase order button.
2.Item: Users can see the "Item" name in this field.
3.Preferred Vendor: User can see "Preferred Vendor" in this field.
4.On Hand: Users can see "Quantity On Hand" in this field.
5.QTY: Users can see total "QTY" in this field.
6.Create Purchase Order: Users click the "Create Purchase Order" button than open a new screen to create "Purchase Order" information.
Step 8. Users click the "Create Purchase Order" button than open a new screen to create a "Purchase Order" record.
1.Vendor: Users click the dropdown and select the "Vendor" in this field.
2.Drop to: Users click the dropdown and select the "Recipient".
3.Document Date: Users can select the Purchase Order Document Date from this field.
4.Shipping Method: Users can select the Shipping Method from this drop-down list.
5.Payment Term: Users will select the Payment Term in which the amount has to be paid.
6.Due Date: Users can select "Due Date" in this field.
7.PO Status: Users can create a Purchase Order this field will display Open status.
8.Mailing Address: This field will show the Mailing Address of the Vendor.
9.Shipping Address: This field will show the Shipping Address of the Customer.
10.Site/Location: Users click the dropdown and select the "Location" in this dropdown.
11.Work Order Number: Users can enter "Work Order Number" in this field.
12.Item: This column will show the Item list.
13.Description: This column will have a Description field where users can write some descriptions of the Item.
14.QTY: Users can enter the Quantity of Item in this field.
15.Rate: Users will write Rate of a single quantity of an Item in this field.
16.Amount: This field will show the total amount of an item.
17.Customer: Users click the dropdown and select the "Customer" name in this field.
18.Add More: This button will add more items to the Purchase Order list.
19.Memo: Users can write a Memo for this transaction in this field.
20.Sub Total: This field can show the subtotal of all the items.
21.Total: This field will show the total of all the items.
22.Vendor Message: Users can enter Vendor Message in this field.
23.Save & Exit: If you click "Save and Exit", then it will redirect to the list page of Purchase Order.
24.Save & Continue: If you click "Save and Continue", then it will show you the continue that you saved.
Step 9. Users click the "Copy" button then create a duplicate screen of Sales Estimate.
Step 10. Users click the "Print" button than open a new window to show generate reports.
Step 11. Users click the "Send Email" button then show the format of the Email.
