Estimation to sale | EazyJewel

Give the customer a price quote, then turn it into a sales bill when they come back.

Key features

Turn a quote into a bill without retyping
Check the rate is still valid

Steps

Example: Murugan from Madurai asks the price of a 22K chain of 8.250 g.

Make the estimation

Go to Daily Counter → Estimation. Pick Murugan in Party, scan the chain’s tag and save. Valid Duration is 1 Day by default. See Estimation.

Open a sales bill

When he comes back while it is valid, open Sales bills → New Sale and pick Murugan.

Add from Estimation

Click Add From Estimation and pick his estimation. The items come into the bill.

Check, collect and save

Check the rate and amounts, add the receipt and save. The estimation then shows as Converted.

After the valid time passes, the estimation shows as Expired.

Estimation

Open the Estimation page

Sales bill

Open the Sales bill page