{"id":1592,"date":"2024-11-22T13:48:52","date_gmt":"2024-11-22T13:48:52","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&p=1592"},"modified":"2024-12-06T13:43:51","modified_gmt":"2024-12-06T13:43:51","password":"","slug":"create-estimate","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/create-estimate\/","title":{"rendered":"Create Estimate"},"content":{"rendered":"
\n

To create new estimate\u00a0go to Sales -> Estimates -> Create New\u00a0Estimate or by clicking on the Build icon on the top left side and click Create Estimate<\/b><\/p>\n

\"create<\/p>\n

Client<\/strong> \u2013 Before selecting a client you must have added clients Customers->New Customer.<\/strong><\/p>\n

When selecting a Customer the customer informations will be fetched directly from the customer profile you created<\/strong>. Another option is that you\u00a0can click on the edit icon and directly add the desired customer informations, this also is applied for the billing informations they are also fetched when selecting a customer.<\/p>\n

 <\/p>\n

\u00a0If you want the billing details to be auto populated when selecting the customer you need previously to have added Billing details in the customer profile.<\/div>\n

\"estimate<\/p>\n

Billing and Shipping \u2013\u00a0<\/strong>If you\u00a0change the billing and shipping informations after slecting a client and click on the edit icon, this will be changed for the Estimate but in the\u00a0customer profile the informations will remain the same and wont be any changes in the Invoice.<\/p>\n

\"estimate<\/p>\n

Number\u00a0<\/strong>\u2013 Number is automatically populated Eq. 001 next will be 002.<\/p>\n

This number its fetched from Setup->Settings->Finance->Estimates<\/strong>\u00a0 \u2013 Next\u00a0\u00a0<\/strong>Number the number its auto increment but you can change the next number in\u00a0Setup->Settings->Finance->Estimates.<\/strong><\/p>\n

\"estimate<\/p>\n

Status \u2013 <\/strong>By default the draft status will be selected, you can change the status anytime you want, note that when you send the estimate to your customer the status will be change auto to SENT.<\/p>\n

Currency<\/strong>\u00a0\u2013 The currency is automatically selected based on your default currency or currency set for the selected Customer you\u00a0selected previously in the customer profile. If the currency for this customer is USD<\/strong> it will be automaticly selected and cannot be changed, read more here<\/a><\/p>\n

Sale Agent<\/strong> \u2013 You can select sale agent for this estimate then then generate reports in Reports->Sales->Estimate Report<\/strong>. Note that the sale agent full name will be shown on the estimate if in Setup->Settings->Finance->Estimates<\/strong> -> Show sale agent on estimate is set to yes.<\/p>\n

You can add Estimate items<\/strong>, when adding make sure u click on the blue check icon in order the item to be added you can also select tax options see shown in picture.<\/p>\n

The items will be stored separately for each estimate and changing the items informations in Sales->Items wont affect the already created estimates with specific item\/s.<\/p>\n

Admin<\/strong> note is only for admins\/staff members.<\/p>\n

Customer note<\/strong> is visible to client side also, on the HTML estimate and PDF estimate.<\/p>\n

You can setup terms directly in the estimate or you can have predefined terms which will be auto populated. To setup <\/strong>predefined terms and conditions navigate\u00a0to<\/strong> Setup -> Settings -> Finance -> Estimate\u00a0<\/strong>scroll down and you can populate the fields as it fits you.<\/span><\/p>\n

\"estimate<\/p>\n

Click\u00a0submit<\/strong> to save the estimate.<\/p>\n

While editing\/creating estimate\u00a0the adjustment option<\/b> is always available if you want to +- the total amount<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

To create new estimate\u00a0go to Sales -> Estimates -> Create New\u00a0Estimate or by clicking on the Build icon on the top left side and click Create Estimate Client \u2013 Before selecting a client you must have added clients Customers->New Customer. When selecting a Customer the customer informations will be fetched directly from the customer profile you created. Another option is that you\u00a0can click on the edit icon and directly add the desired customer informations, this also is applied for the billing informations they are also fetched when selecting a customer.   \u00a0If you want the billing details to be auto populated when selecting the customer you need previously to have added Billing details in the customer profile. Billing and Shipping \u2013\u00a0If you\u00a0change the billing and shipping informations after slecting a client and click on the edit icon, this will be changed for the Estimate but in the\u00a0customer profile the informations will remain the same and wont be any changes in the Invoice. Number\u00a0\u2013 Number is automatically populated Eq. 001 next will be 002. This number its fetched from Setup->Settings->Finance->Estimates\u00a0 \u2013 Next\u00a0\u00a0Number the number its auto increment but you can change the next number in\u00a0Setup->Settings->Finance->Estimates. Status \u2013 By default the draft status will be selected, you can change the status anytime you want, note that when you send the estimate to your customer the status will be change auto to SENT. Currency\u00a0\u2013 The currency is automatically selected based on your default currency or currency set for the selected Customer you\u00a0selected previously in the customer profile. If the currency for this customer is USD it will be automaticly selected and cannot be changed, read more here Sale Agent \u2013 You can select sale agent for this estimate then then generate reports in Reports->Sales->Estimate Report. Note that the sale agent full name will be shown on the estimate if in Setup->Settings->Finance->Estimates -> Show sale agent on estimate is set to yes. You can add Estimate items, when adding make sure u click on the blue check icon in order the item to be added you can also select tax options see shown in picture. The items will be stored separately for each estimate and changing the items informations in Sales->Items wont affect the already created estimates with specific item\/s. Admin note is only for admins\/staff members. Customer note is visible to client side also, on the HTML estimate and PDF estimate. You can setup terms directly in the estimate or you can have predefined terms which will be auto populated. To setup predefined terms and conditions navigate\u00a0to Setup -> Settings -> Finance -> Estimate\u00a0scroll down and you can populate the fields as it fits you. Click\u00a0submit to save the estimate. While editing\/creating estimate\u00a0the adjustment option is always available if you want to +- the total amount<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[44,28],"doc_tag":[],"class_list":["post-1592","docs","type-docs","status-publish","hentry","doc_category-estimates","doc_category-sales"],"acf":[],"year_month":"2026-04","word_count":504,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Estimates","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/estimates\/"},{"term_name":"Sales","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/sales\/"}],"doc_tag_info":[],"yoast_head":"\nCreate Estimate - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/create-estimate\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Estimate - My CMS\" \/>\n<meta property=\"og:description\" content=\"To create new estimate\u00a0go to Sales -> Estimates -> Create New\u00a0Estimate or by clicking on the Build icon on the top left side and click Create Estimate Client \u2013 Before selecting a client you must have added clients Customers->New Customer. When selecting a Customer the customer informations will be fetched directly from the customer profile you created. Another option is that you\u00a0can click on the edit icon and directly add the desired customer informations, this also is applied for the billing informations they are also fetched when selecting a customer.   \u00a0If you want the billing details to be auto populated when selecting the customer you need previously to have added Billing details in the customer profile. Billing and Shipping \u2013\u00a0If you\u00a0change the billing and shipping informations after slecting a client and click on the edit icon, this will be changed for the Estimate but in the\u00a0customer profile the informations will remain the same and wont be any changes in the Invoice. Number\u00a0\u2013 Number is automatically populated Eq. 001 next will be 002. This number its fetched from Setup->Settings->Finance->Estimates\u00a0 \u2013 Next\u00a0\u00a0Number the number its auto increment but you can change the next number in\u00a0Setup->Settings->Finance->Estimates. Status \u2013 By default the draft status will be selected, you can change the status anytime you want, note that when you send the estimate to your customer the status will be change auto to SENT. Currency\u00a0\u2013 The currency is automatically selected based on your default currency or currency set for the selected Customer you\u00a0selected previously in the customer profile. If the currency for this customer is USD it will be automaticly selected and cannot be changed, read more here Sale Agent \u2013 You can select sale agent for this estimate then then generate reports in Reports->Sales->Estimate Report. Note that the sale agent full name will be shown on the estimate if in Setup->Settings->Finance->Estimates -> Show sale agent on estimate is set to yes. You can add Estimate items, when adding make sure u click on the blue check icon in order the item to be added you can also select tax options see shown in picture. The items will be stored separately for each estimate and changing the items informations in Sales->Items wont affect the already created estimates with specific item\/s. Admin note is only for admins\/staff members. Customer note is visible to client side also, on the HTML estimate and PDF estimate. You can setup terms directly in the estimate or you can have predefined terms which will be auto populated. To setup predefined terms and conditions navigate\u00a0to Setup -> Settings -> Finance -> Estimate\u00a0scroll down and you can populate the fields as it fits you. Click\u00a0submit to save the estimate. 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