Estimating Steps

Use these procedures to estimate customer orders and job orders.

To provide an estimate for a customer:

Create an estimate.
Create estimate line items.

Note: You receive warning messages if you enter an item flagged obsolete or slow-moving.
Cross-reference the 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.
Copy the estimate to a customer order.