Estimates and order entry
A versatile data entry screen for easy and accurate entry of estimate or order details for products, parts and other items. Flexible form design allows the preparation of detailed quotations, order acknowledgements and other documents for the complete order process. At the main screen:-
● Select: File - Quotes / Orders
or
Select the toolbar option
or
Select an existing Order from the Quotes / Orders section of the File Tree
The screen displays the selected order or a blank order form if no order was selected.
At the top of the screen is information on the order, customer, delivery date etc. At the foot of the screen is a grid to enter the items in the order, cabinets, sinks, accessories etc.
There are separate sections for the product details and the part details.
(The demonstration data includes several examples of estimated orders and some sample Forms for printing Despatch Notes, Invoices ...)
For details on creating templates for Invoices, Despatch notes etc. see help topics on: Form Design
2D
View
3D
View
Inside the 3D drawing the mouse is used in the following ways:
Left click - rotate
Right click - pan
Mouse wheel - zoom
Middle button click - reset drawing orientation
If the drawing is double clicked, then an additional resizable drawing is shown. The same mouse controls apply in this dialog too.
Notes
- When Quote / orders are used for the first time after backup data has been restored the program may prompt for the 'Last quote estimate number'. This is the starting point for the numbering of Quotes/Orders. Enter the number of the last used order or choose a new number. Take care not to overlap with the any previous range of numbers. If the 'Path for shared control files' is set the current last number used is taken from this path and the program does not prompt for a new number.
- Only a 3D drawings will be displayed for parts that are machining library based and only products with a 3D model built will be shown in 3D.
