Sales Estimate Report

Sales Estimate Report

Sales Estimate Report

The sales estimate is the process of forecasting or estimating future sales. It is the process of estimating what the business’s sales are going to be in the future. Estimate report lists all specific standards or planned sales estimates in the Organization.

Estimate Report in Accoxi

Accoxi is most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and sales estimate details are included in it. Estimate report lists all specific standard or planned sales estimates in the Organization. This report shows a detailed list of estimate along with Party name, Estimate number, Estimate date, Expiry date, Status, and Amount.

Estimate Report In Accoxi

When the user opens the ACCOXI account, Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization.

There are various heads of reports like Payables, Receivables, Accounts, Purchase, sales etc.

Click on the Sales head and select the option Estimate.

By clicking on the Estimate option, details will pop up on the screen. 

Estimate

Estimate

This report shows a detailed list of estimate along with Party name, Estimate number, Estimate date, Expiry date, Status, and Amount. 

           Fields

                                       Description

Customize Report

User can filter the Estimate report by using the option Customize Report. By clicking on the customize report, user can filter the report by Customer and by date between.

User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the details of the estimate will appear on the basis of the date entered.

If the user using Customer option, need to select a customer. By clicking on the select option, list of available customers will appear and can select the required one.

By clicking on Run Report, user get the customize report on the basis of data entered.    

Print

If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to Report page and it contains the details regarding the print. User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the estimate report.                         

Party Name

This column shows the Party name of the particular invoice.

Estimate Number

It shows the estimate number of the sales estimate. Estimate number helps the user to identify transactions in records and it will be the continuation of the previous estimate. User can access the Estimate details by clicking on the estimate number field.

To check the estimate details of an invoice, click on the Estimate number field. While clicking on the field, it opens to the invoice view.    

Estimate Date

Estimate date will be show on this field. It is the date when the sales estimate created.

Status

This column shows the current status of the estimate.

Amount

This column shows the sum total amount of the sales estimate.   

Menus Available in Print View

Estimate Print View

When the user clicks on the print menu, it opens to Report page. It shows the estimate report and it consist of various menus. 

        Fields

                                   Description

Refresh

If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

 

Pagination Control

It controls the page navigation. User can select the page by using the page control keys or can enter the page number in the given box. After enter the page number, it will open to the screen.             

Page Setup

This menu helps the user to set the page size, page orientation and margin size.  By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab.

Switch to Interactive Layout

It helps the user to change the page to Interactive Layout. By clicking on the icon, it will change to interactive layout.     

Zoom

User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size.                      

Print

By clicking on the Print button, user gets the print out of the report.

 

Export

Export menu enable the user to export the report to PDF format and can save in the system. When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format.                                                                                                    

Exit

Exit menu is for exit from the Print report page and it redirects to previous page.

                                   

Frequently Asked Questions?

01How can I export the Estimate Report in to Excel format?

  • Click on the Reports Module.
  • Select the Report Estimate from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • Click on the Export menu at the bottom right side of the page.
  • New tab will appear for save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

02Can I filter the Estimate Report by selecting a single customer?

Yes. You can filter the Estimate Report by using the option Customize Report and can filter the data with a single customer. It can be done by following steps;

  • Click on the Reports Module.
  • Select the Report Estimate from Sales head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by customer, reference number or by due date between. If you want to filter data by customer option, need to select a customer.
  • Click on Run Report to get the customize data.

03How can I check expiry date of a Sales Estimate?

  • Click on the Reports Module.
  • Select the Report Estimate from Sales head.
  • Estimate report lists all specific standard or planned sales estimates in the Organization. The report shows a detailed list of estimate along with Party name, Estimate number, Estimate date, Expiry date, Status, and Amount.

04Is there any option to View estimate voucher from Estimate Report? How can I do it?

       Yes.You can access the Estimate details by clicking on the estimate number field. To check the estimate details of an invoice, click on the Estimate number field. While clicking on the field, it opens to the Estimate view.    

05How to take print out of Estimate Report?

  • Click on the Reports Module.
  • Select the Report Estimate from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print menu to get the printout of the report.