Sales Estimate View

Overview

The Sales Estimate View provides a detailed summary of a sales estimate prepared for a customer. This view is used to manage and track the status of a sales estimate, including its validity, customer details, and the items or services proposed. The estimate can be converted into a sales order if accepted by the customer.

Details in Sales Estimate View

1. Estimate Section:

   • Reference: The unique identifier for the estimate (e.g., 001/2023).
   • Date: The date when the estimate was created (e.g., 13/12/2023).
   • Valid Until: The expiry date of the estimate, indicating until when the offer is valid (e.g., 14/12/2023).
   • Sales Man: The name of the salesperson responsible for this estimate (e.g., Varadharaj V).

2. Document Details:

   • Payment Terms: The payment terms agreed upon with the customer (e.g., Cash Only).
   • Customer Currency: The currency in which the estimate is made (e.g., INR).
   • Attach File: An option to attach relevant files to the estimate (e.g., Choose File button).

3. Customer and Delivery Details:

   • Customer Details: Information about the customer including name, and contact information (e.g., Vimal Fabrics).
   • Delivery Details: The location or address where the delivery is to be made (e.g., Default).

4. Line Details:

   • Item Description: The name or description of the item or service being proposed (e.g., 1010 - Dell Laptop, 1009 - Customer Domain Purchased).
   • Quantity: The quantity of the item or service offered (e.g., 1 each).
   • Memo: Any additional notes or memos related to the item (e.g., blank in this case).
   • Unit: The unit of measure for the item (e.g., each).
   • Price: The price per unit of the item (e.g., 171.950).
   • Discount: Any discount applied to the item (e.g., 0.000).
   • Item Tax Type: The type of tax applied to the item (e.g., GST 18%).
   • Total: The total price for the item including tax (e.g., 171.950).

5. Estimate Actions:

   • Edit: Edit the details of the estimate.
   • Email: Send the estimate to the customer via email.
   • Print: Print the estimate.
   • Make Order: Convert the estimate into a sales order.
   • Void: Cancel the estimate if it is no longer valid or needed.

6. Status Indicator:

   • Status Badge: The status of the estimate is shown with a badge (e.g., EXPIRED), indicating that the estimate is no longer valid.

This documentation provides a detailed overview of the Sales Estimate View, highlighting the key fields and actions that can be performed within the TamilAccounting system.