In ACCOXI the user can create the forecasted future sales of the business in sales module
Sales estimates are the process of estimating future sales. Accurate sales forecasts enable companies to make informed business decisions and predict short-term and long-term performance. Companies can base their forecasts on past sales data, industry-wide comparisons, and economic trends. In ACCOXI the user can create the forecasted future sales of the business in sales module => estimates.
Key Features of ESTIMATES
ESTIMATE SEARCH
ESTIMATE Supplier search consists of various menus and it displays the details of the estimate.
1.FILTER: The filter option in the ESTIMATE search window helps the user to filter the data shown in the window
2.NEW ESTIMATE: A new ESTIMATE can be entered using the new ESTIMATE button.
Steps to add a NEW ESTIMATE:
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Fields |
Description |
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Ref number |
the reference number of the sales estimate will be generated automatically |
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date |
Enter the date of the sales estimate. But by default the date will be set as the date of entering the transaction into ACCOXI. |
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Item rates |
Select item rates |
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customer |
Select the customer from the drop down menu |
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Phone number |
Will be automatically updated when the user select the customer
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Will be automatically updated when the user select the customer
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GSTIN |
Will be automatically selected when we select the customer |
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description |
Enter the decription of the estimate |
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TYPE |
Will be automatically selected when we select the customer |
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Ship to |
Enter the sipping address of the customer User can define multiple shipping address of the customer while creating new customer and the available shipping addresses will be visible in the drop down menu of the shipping address.
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Payment TERM |
Select payment term which is within how many days customers will pay the business
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Sales person |
Select the sales person who is responsible for the sale
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Due date |
Will be automatically selected when the user selects the customer
The due dates will be updated automatically according to the payment term defined while creating the new customer as well as changing payment term in the new sales invoice menu |
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Product or service |
Enter the product/service here.by pressing the enter key it will give you the details of all products that you entered |
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batch |
Select the batch of the product by clicking on the batches column |
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QTY |
Enter the quantity of the products and save |
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Discount |
The user can enable discount allowed on sales estimate in this column These discounts may be discount after tax, before tax, item level or the user can restrict the discount. For to do this user should enable these options from settings=>preferences=>sales invoice=> do you give discounts option. |
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Save |
By clicking save, sales estimate is created. and user will be redirected to sales estimate view window. |
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Clear |
This option enables the user to clear the data entered in the new sales estimate window
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Exit |
User can exit from the estimate window by clicking this button. |
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FIELDS |
DESCRIPTION |
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1. New ESTIMATE |
New ESTIMATE button redirects to the create new ESTIMATE window |
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2. Filter |
Filter menu enable the user to filter the sales Estimate data according to all, invoiced, open and cancelled. |
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3. Pagination control |
It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving page number in the box and clicking on Go button. It jumps to the said page.
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4. History |
This menu helps the user to obtain the history details of the SALES INVOICE.
OPTIONS AVAILABLE IN HISTORY WINDOW · Shows all the edits and alterations of the sales estimate with date of the changes made
· Shows the details about the invoices created from the estimate with its date, voucher number and amount |
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5. Zoom in and out |
This menu helps the user to zoom in the sales estimate Zoom out button enable the user to reduce the zoom in size on the sales estimate |
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6. Page size
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There are three types of paper size menus available on the top side of the sales estimate form and the user can select appropriate paper size format from paper size A4, paper size A5 or paper size letter.
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7. Edit |
Edit menu helps the user to edit or correct the details that entered in the sales estimate and can save again after it.
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8. Export to PDF
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If the user wants to convert the sales invoice to PDF format, then export to PDF option is available. After clicking export to pdf a save as directory option will appear and the user can opt the pdf file saving location
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9. Print |
Print menu helps the user to print the created sales invoice if required. After clicking the print button it will redirect to print options where the user can select the printer, number of copies to take etc.
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10. EMAIL |
The user can send the created sales Estimate to the customers or to anyone through Email by using the Email button. By default customer mail id will appear
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11. Convert to invoice |
redirects the user to sales invoice menu with the sales estimate data and can easily create a sales invoice |
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12. More features:
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Convert to sales order: redirects the user to sales order menu with the sales estimate data and can easily create a sales order.
Create duplicate: this function is an easy tool to copy invoices. This will redirects you to sales invoice window with the same data that you entered previously
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13.Exit: The exit button is located on the bottom right corner. If the user wants to exit the sales estimate view page click on exit button.
3.Export:
The purchase invoice list can be exported to Excel format. Click on the Export button at the top right corner near the +New button. Select the file location and click on save.
4.Refresh:
If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.
5.View icon: this icon redirects the user to debit note invoice view window
6.More option:
You can edit, view, can export to pdf file as well as print the estimate details if required using the more icon.
7.Color filter:
Sales return and cancelled estimates are represented either in violet or red to denote return and cancelled.
8.Pagination Control:
It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving page number in the box and clicking on Go button. It jumps to the said page.
9.Exit:
Below the pagination control, there is exit button. If you want to exit the estimate search page click on exit button.