Numbering (EST settings)

Manufacturing automatically generates estimate numbers. To enter your own estimate numbers using any 30 digit alphanumeric sequence, clear the check box.

If you selected the Automatic Estimate Numbers check box, enter the number you would like to start with. The number is incremented by one each time you enter and save or abandon an estimate.

If you selected Automatic Estimate Numbers, you can enter up to ten letters and/or numbers here. These will appear as a prefix before your estimate number.

If you selected Automatic Estimate Numbers, enter the number of digits, including leading zeroes, for the estimate number.

This ensures estimates are displayed in the expected order. For example, entering 4 results in the sequence 0001, 0002, 0003, and so on.

You can create several estimates for one customer at one time. When you do this, a suffix is added to the estimate number.

Select the type of suffix you want for multi item estimates:

• Choose Number if you want the suffix to be numeric. For example, 01, 02, 03, and so on.
• Choose Character if you want the suffix to be letters. For example, AA, AB, AC, and so on.

Select from the drop-down list the separator character to use before the suffix in the Estimate Reference. For example, if you select the forward slash character (/), the suffix is shown as /01 or /AA.