Step-by-Step Guide: Creating and Managing Estimates on the Dashboard

STEP 1: Click on "Finance" in the Dashboard

• Navigate to the sidebar menu on the left.
• Click on the Finance link to access financial information.
• Ensure you are on the Dashboard page for context.
• After clicking, you will see various financial metrics and documents.

Proceed to the next step by going to Estimates.

STEP 2: Click on "Estimates" in the Dashboard

• Navigate to the left sidebar menu.
• Locate and click on the Estimates link highlighted in red.
• This will take you to the Estimates section for further actions.
• Ensure you have the necessary permissions to access this feature.

STEP 3: Click on "Create Estimate"

• Navigate to the "Estimates" section in the dashboard.
• Click on the Create Estimate button highlighted in red.
• This action will direct you to the estimate creation form.
• Ensure all required fields marked with an asterisk (*) are filled out in the next step.

STEP 4: Enter Estimate Number

• Click on the "Estimate Number" field to input your estimate number.
• Ensure the field is filled correctly as it is essential for tracking.
• Look for any asterisk (*) next to the label to identify required fields.
• Proceed to the next step by selecting "Valid Till."

STEP 5: Select "Valid Till"

• Click on the "Valid Till" field to set the expiration date for the estimate.
• Ensure to fill in the required date format.
• The field is marked with an asterisk (*), indicating it is mandatory.
• After entering the date, proceed to the next step to select the currency.

STEP 6: Select "Currency"

• Click on the Currency field highlighted in red.
• A dropdown will appear; select your desired currency from the options.
• Ensure that the currency selection aligns with your estimate requirements.
• Proceed to the next step by selecting Client.

STEP 7: Select "Client"

• Click on the "Client" field (marked with a red border) to open the selection options.
• Ensure to fill in any required fields marked with an asterisk (*).
• After selecting the client, proceed to the next step by selecting from "Calculate Tax."

STEP 8: Select "Calculate Tax"

• Click on the "Calculate Tax" dropdown in the Estimate Details section.
• Choose the desired option (e.g., "After Discount") from the dropdown menu.
• Ensure all required fields marked with an asterisk (*) are filled out before proceeding.
• Review your selections before moving to the next step.

STEP 9: Click on "Description" to Add Details

• Click on the "Description" field to enter relevant information.
• Use the formatting options available (Normal, Bold, Italics, etc.) to style your text.
• Ensure to provide a clear and concise description for better understanding.
• This field is optional but recommended for clarity in estimates.

STEP 10: Click on "Select Product"

• Locate the "Select Product" button in the highlighted area.
• Click on the button to open the product selection dropdown.
• Choose the desired product from the list that appears.
• Ensure all required fields marked with an asterisk (*) are filled out before proceeding.

STEP 11: Enter Quantity in the Estimate Form

• Click on the Quantity field highlighted in red.
• Input the desired quantity for the product.
• Ensure the quantity is a numerical value.
• Proceed to the next step by entering the Unit Price after filling in the quantity.

STEP 12: Enter Unit Price

• Click on the Unit Price field in the estimate form.
• Ensure to fill in the required information as indicated by the asterisk (*) next to the labels.
• Review other fields such as Quantity, Tax, and Amount for completeness.
• Proceed to the next step to select the Tax.

STEP 13: Select Tax

• Click on the "Tax" field highlighted in red.
• Ensure that the unit price and quantity are filled out before selecting tax.
• Review any available tax options that may appear after clicking.
• Proceed to the next step by clicking on "Add Item" once the tax is selected.

STEP 14: Click on "Add Item" to Include New Products

• Navigate to the highlighted area labeled "Add Item."
• Click on the "Add Item" button to initiate the process of adding a new item to your estimate.
• Ensure to fill in the required fields for the item, such as Description, Quantity, and Unit Price.
• Review the form for any optional fields marked with an asterisk (*).

STEP 15: Upload File in "Choose a File"

• Click on the "Choose a file" button to upload your desired document.
• Ensure the file format is supported (e.g., PDF, DOCX).
• Look for any error messages that may appear during the upload process.
• After uploading, verify that the file is correctly displayed in the designated area.

STEP 16: Enter Note for the Recipient

• Click on the highlighted area labeled "Note For The Recipient."
• Provide any relevant message or note for the recipient in the text box.
• Ensure to include any specific instructions or appreciation as needed.
• Review your note before proceeding to the next step.

STEP 17: Click on "Save" to Finalize the Estimate

• Ensure all required fields are filled out, including the "Note For The Recipient."
• Review the details of the estimate for accuracy.
• Click the Save button located at the bottom of the form to save your changes.
• If needed, you can also choose Save As Draft to keep your work without finalizing it.