To create an Estimate or Quotation please follow the below mentioned steps :
Step 1: Go to Estimates > Select Create Estimate
Here you can search for existing customers or add a new customer to whom you want to send the estimate
Step 2: Enter Date
The date should be the day you are creating the estimate.
Step 3: Add Reference
Step 4: Add product/Search existing product
Under product name you can search for existing product or add a new product.
Step 5: Choose show/Hide Description
Show description can be used if you want to show/hide description of the products in the estimate.
Step 6: Click on add new item
To add a new item, click on Add item.
Fill in other details like quantity, unit price, price with tax and discount in both percentage and rupees.
Step 7: Create & Edit notes as well as terms conditions.
Step 8: Save the estimate for later or print it immediately.
You can either save the estimate to work on it later or save and print it immediately.
