Estimates Listing

The "Estimate Listing" feature within the commerce module serves as a central point for managing and accessing estimates for products or services that your business offers to customers. This feature provides a user-friendly interface to view, search, filter, and organize estimates efficiently. 

Here's how this feature can be used:

1. Number of Rows to Show: Users can choose how many estimates they want to display on a single page. The available options are provided in a dropdown list, allowing users to select between 25, 50, 100, or even display all estimates on a single page.

2. Search and Filter Options: To streamline the process of finding specific estimates, users can utilize the search and filter functionalities. This enables them to input keywords or specific criteria, such as a customer's name or a project's name, and the system will narrow down the list to display only the relevant estimates.

3. Estimate Grid Columns: The columns in the estimate grid provide essential information about each estimate. Here's how each column can be used:

• Estimate #: This column displays a unique identifier for each estimate, making it easy to reference and identify specific estimates.

• Amount: This column shows the total estimated amount for each estimate, helping users quickly gauge the financial scope of each estimate.

• Total Tax: Displays the total tax amount associated with each estimate, aiding in tax-related calculations and tracking.

• Customer: Indicates the customer or client associated with each estimate, facilitating easy identification of clients and their respective estimates.

• Project: This column specifies the project name or code linked to each estimate, useful for organizing and categorizing estimates by project.

• Tags: Tags are customizable labels or categories that can be assigned to estimates. This column displays tags assigned to each estimate, allowing for quick categorization and retrieval.

• Date: Shows the date when each estimate was created, helping users track the timeline of estimates.

• Expiry Date: If estimates have expiration dates, this column displays those dates, ensuring that users are aware of when estimates become invalid.

• Reference #: This column provides a reference or identifier associated with the estimate, which can be useful for cross-referencing with other documents or systems.

• Status: Indicates the current status of each estimate (e.g., open, closed, pending approval). Users can quickly identify the progress of each estimate based on its status.

4. Users can filter data on the basis of estimations’ status e.g. ALL, Not sent, Invoiced, Not Invoiced, Draft, Sent, Expired, Declined and accepted.

5. Switch to pipeline: an icon to change the listing view to pipeline view which categorize the listing as per estimate status like Draft, Sent, Expired, Declined, Accepted.

Figure 1 Estimates Pipeline View

Figure 2 Estimates Listing