7.15. Create Estimate

Creating an estimate in Nexved CRM is a simple process. Follow the steps below to create a new estimate:

1. Navigate to the Estimates Section:
   To create a new estimate, go to Sales → Estimates → Create New Estimate. Alternatively, you can click on the Build icon on the top left side of the screen and select Create Estimate.

2. Select a Client:
   Before selecting a client, ensure that you have added the client in Customers → New Customer.

   When selecting a customer, their information will be automatically pulled from the customer profile you previously created. If needed, you can click the edit icon to modify customer details directly. This also applies to billing information, which will be auto-filled when selecting a customer.

   Note: To have billing details auto-populate when selecting a customer, ensure that you have previously entered billing details in the customer's profile.

3. Billing and Shipping Information:
   If you change the billing or shipping information after selecting a client and click on the edit icon, these changes will only apply to the current estimate. The client’s profile will remain unchanged, and there will be no updates to the invoice.

4. Estimate Number:
   The estimate number is automatically generated (e.g., 001, 002, etc.). The next number is fetched from Setup → Settings → Finance → Estimates → Next Number. The numbering is set to auto-increment, but you can change the next number in the settings.

5. Status:
   By default, the status is set to Draft. You can change the status at any time. When you send the estimate to your customer, the status will automatically change to Sent.

6. Currency:
   The currency is automatically selected based on the default currency or the currency set for the selected customer. If the customer’s profile is set to USD, the currency will be automatically selected and cannot be changed.

7. Sales Agent:
   You can assign a sales agent to the estimate. This enables you to generate reports under Reports → Sales → Estimate Report. If the Show sales agent on estimate option is enabled in Setup → Settings → Finance → Estimates, the sales agent's full name will appear on the estimate.

8. Add Estimate Items:
   When adding items to the estimate, make sure to click the blue check icon to add the item. You can also select tax options, as shown in the interface.

   Note: The items are stored separately for each estimate. Any changes made to the item details in Sales → Items will not affect already created estimates containing those items.

9. Admin and Customer Notes:

   • Admin Note: This field is for admin or staff use only.

   • Customer Note: This field is visible to the client in both the HTML and PDF versions of the estimate.

10. Terms:
    You can set terms directly within the estimate or use predefined terms that will be auto-populated. To set predefined terms, go to Setup → Settings → Finance → Estimate, then scroll down to configure the fields according to your needs.

11. Submit the Estimate:
    Once all the information is filled in, click Submit to save the estimate.

12. Adjustment Option:
    While creating or editing an estimate, you have the option to adjust the total amount by using the adjustment option. You can increase or decrease the total estimate amount as needed.