Estimate Order Header
Estimate Order header
Estimate Number - The estimate reference number
Status - An estimate order can have one of 5 statuses:
New - The estimate order has been created but not yet sent to the customer.
Submitted - The estimate has been sent to the customer.
Accepted - The customer has accepted the estimate.
Rejected - The customer has rejected the estimate.
Canceled - The estimate has been canceled.
Sales Order - The sales order reference number. This field is blank until an estimate is converted into a sales order.
Customer - The company that is purchasing goods from you.
Contact - The main contact person at your customer's company. This field will auto-populate with the person listed on the company's record in the Company layout. The field is modifiable, so you'll be able to change that name, if needed.
Warehouse - The warehouse that will supply this order, if it should turn into a sale.
Created On - Date and time when this estimate order was created.
Created By - Staff member who created this estimate.

Line Aggregates

Some of the header data is on the lower right of the layout and aggregates the line records:
Subtotal Items - Aggregate total of the Line Total.
Discount - A discount for all the lines. There are several things to note about discounts:
  • Discounts can be at the line level, the order level, or both.
  • Discounts can be either a percentage or a monetary value.
Subtotal after Discount - Subtotal Items field minus the Discount field.
Handling - Handling fee. Note that the Handling fee comes before taxes and is presumed to be taxable. If this is not the case in your situation, contact support for modification.
Tax - Sales tax for the order.
Shipping - Shipping fee. Note that the Shipping fee comes after taxes and is presumed to be non-taxable. If this is not the case in your situation, contact support for modification
Grand Total - Grand Total. Note that the Grand Total value is also located on the upper right of the layout as well.
Last modified 7mo ago
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