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Daily counter

Estimation

View as Markdown

An estimation is a price quote. When Murugan from Madurai asks the price of a 22K chain of 8.250 g, you make an estimation, print it, and give it to him. If he comes back while it is valid, you turn it into a sale.

Menu: Daily Counter → Estimation

Estimation list

The list shows counts of Pending, Converted and Expired estimations.

StatusMeaning
PendingStill valid and not yet billed
ConvertedTurned into a sales bill
ExpiredThe valid time has passed

Make an estimation

New estimation

1

Fill the basic information

Choose Transaction Series and Party (the customer). The Estimation No is filled in for you. Choose Metal Rate, Salesperson and Customer Type if needed. The date is today.

2

Set how long it is valid

Valid Duration is 1 Day by default. The screen shows the exact Valid until date and time.

3

Add the jewellery

Scan the tag in Scan Tag, or click Add Item and fill Tag No, Category, Item, Pcs, weights, stone details and wastage.

4

Add old jewel (if exchanging)

Click Add Old Jewel to include the customer’s old gold.

5

Save or print

Click Save, or Save & Print. Choose Thermal, A4 or PDF for the print.

Estimation items

The Estimation Summary shows total pieces, gross and net weight, gross amount, taxable amount, CGST, SGST, round off and Net Amount.

Turn it into a sale

In a new Sales bill, click Add from Estimation and pick the estimation. Its items come into the bill.

Use Thermal to print a small slip at the counter, and PDF to send the quote on WhatsApp.