New Estimate

The "Create New Estimate" feature under the commerce module allows users to generate estimates for potential transactions with customers. This feature is commonly used in businesses to provide customers with an estimated cost for goods or services they are interested in purchasing. Here's how the provided fields are typically used within the context of creating a new estimate:

1. Customer: Select available customers for the estimate   

2. Bill To & Ship To: This is where the invoice will be sent. It includes the customer's billing address 

3. Estimate Number: A unique identifier assigned to each estimate, often generated sequentially.

4. Estimate Date: The date on which the estimate is created.

5. Expiry Date: The date until which the estimate is considered valid. After this date, the estimate may not be honored, or the prices might change.

6. Tags: Optional labels that can be added to categorize or organize estimates. For instance, you could tag estimates with terms like "urgent," "priority," or "special offer."

7. Currency: The currency in which the estimate's amounts are expressed. This allows international businesses to provide estimates in the customer's preferred currency.

8. Status: The current status of the estimate, which can include "Draft," "Sent," "Approved," "Rejected," etc.

9. Reference #: A reference number that could correspond to an external order number or identifier provided by the customer.

10. Sales Agent: The sales representative or agent responsible for managing the customer relationship and the sales process for this estimate.

11. Discount Type: The type of discount applied to the estimate.

12. Admin Note: A section where internal notes or comments can be added for reference, not visible to the customer.

13. Estimate Items Listing: The new added items will be shown in the listing items listing.

14. Client Note: To add a note in textarea for the estimate

15. Terms & Conditions: To add terms and conditions

Figure 1 Create New Estimate

The "Add New Item" feature within the "New Estimate" section of the sales module allows you to create and add new items to a sales Estimate. Each item has various attributes associated with it, as described in your provided list.

Here's how you would use this feature step by step:

• Item Description: Enter a brief description of the item you're adding. This description should give a clear idea of what the item is.

• Long Description: If needed, provide a more detailed and comprehensive description of the item. This can help provide additional information to clients or colleagues.

• Rate - CHF (Base Currency): Specify the rate of the item in CHF (Swiss Francs) or the base currency of your system. This is the initial price before any taxes or discounts are applied.

• Tax 1 and Tax 2: If there are multiple tax levels applicable to this item, select the appropriate tax rates from the available options. Tax 1 and Tax 2 could represent different tax percentages or categories.

• Unit: Choose the unit of measurement for the item. This could be items, hours, kilograms, etc. It helps provide clarity on how the item is quantified.

• Item Group: Categorize the item by assigning it to a specific group or category. This grouping can help with organization and filtering in the future.

Actions

Save: To save the item upon checking all mandatory items

Cancel: Nothing will happen, pop-up will cancel.

Figure 2 Add New Item