Estimating Steps

Use these procedures to estimate customer orders and job orders.

Use these steps to provide an estimate for a customer:

Creating an Estimate.
Creating Estimate Lines.

Note: You receive warning messages if you enter an item flagged obsolete or slow-moving.
Cross-Referencing an Estimate to an Estimate Job.

Note: Alternatively, you can quickly create an estimate on the Estimates Quick Entry form for regular jobs, or, if you are using co-product jobs and co-jobs, on the Estimate Job Order Quick Entry form. However, you cannot configure orders using this method.
Copying Orders and Estimates.