Create A Customer Estimate

1.  Access the Estimate application from the Activities menu or Shortcuts.

2.  Select the Customer from whom you wish to create an estimate and press Tab.   As you enter a Customer in the Type-Thru drop box, ObjAcct will find the best match.  You can also click on the down arrow at the right of the drop box to display the full list of customers. Scroll down the list until you find the desired customer and click to retrieve it for the estimate.

3.  After you select a Customer, the Class field will default to the Customer's Default Sales Class, the Billing Address will default to the Customer's Entity AddressAddresses, and the  Datewill default to the current business date. 

4.  Assign a unique identifier to the estimate in the Estimate No. 

5.  Optionally, you may select a Job, Salesperson or enter descriptive text in the Memo field. 

NOTE:  If you enter a Job in the Estimate Header section, each estimate transaction line will be assigned to that Job.

6.  Fill in the detail lines.  You must select an Item, Class (if Company Setup, Use Classes = "Required"), Unit, and Amount.   The Taxable checkbox will default to checked if the Item you selected is setup as Taxable in Items. Enter as many transactions lines as you need.

7.  Optionally, you may enter a Markup amount or percentage for each line item.  If you want to enter a Markup percent, you must enter a "%" after the percentage number.  For example, enter "15%" in Markup and the Total Amount will be the Amount * 1.15.    If you want to Markup the Amount by a flat amount, simply enter the dollar amount, such as 50.00 and the Total Amount will be Amount + $50.00. 

8.  Click on Save to save the Customer Estimate.