VISION ERP – Training Guide

250-Estimate                                                                                                                                                              March 4, 2020

 

Create an Estimate

The first step to create a SO is for salesperson to create an Estimate.

To create a SO from customer file in NS.

  1. Choose “Estimate” from drop down on the Opportunity.  
  2.  Use “Custom Form” DW Estimate - Ultrapure.
  3. Fill all information applicable as shown below.

 

 

  1. Enter Items being purchased/rented
  2. Enter “Location” where parts or/and equipment are being used from and Install Type.
  3. Make sure that description is correct and specific.

   

 

  1. Save.

Note: Once Estimate is complete, to create a SO just check “Sales Order”.  It will show the SO to be generated. When press Save, it will automatically create the SO and if it is an estimate for a Prospect, it will immediately change the status of the Prospect to a Customer.