Creating an estimate

Note: You can't create estimates Forecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches. for foreign currency customers or for stock items which have a foreign currency supplier set on the stock record.

There are various ways of creating an estimate. You can:

• Create a full estimate.

  You can set up the estimate with detailed information about the stages Estimating jobs involves breaking the jobs down into stages for accumulation and analysis of job costs. Each job must have at least one stage. involved in the estimate.

• Create a rapid estimate.

  You can set up an estimate quickly, using the Enter New Estimate - Rapid option. This is useful if you are not interested in setting up stages manually for the estimate. The default stage for the estimate, specified in the Estimate Settings General tab, is created automatically.

  Note: Stage templates set to be automatically added to estimates, are not added to rapid estimates. These templates are only added automatically to full or multi item estimates.

• Copy an estimate.

  You can copy an existing estimate and amend the details where required.

• Create a multi item estimate.

  You can create several estimates for a customer at one time.