Manage Estimation

For versions:4.1
You are here:
Estimated reading time: 1 min

How To Access

Dashboard → Invoicing → Estimation

Description:

Cazura provides estimation for customers, Estimate before the invoice sales. Assign different kinds of status such as Draft, Pending, Sent, Approved, Rejected with different locations. Estimate both normal and variant items. Also, you can able to manage Estimation.

You can find important features in Cazura. some of the features below

Date: Estimation created date and time.

Reference No: Estimation reference number. A simple way to identify an estimation, by providing it with a unique reference number.

Biller: The biller who put the particular estimation.

Customer: Name of the buyer.

Total: The total amount of the estimation.

Status:  (Pending/sent/completed) The estimation status.

Menu: At the right end click the navigation icon it will show the estimation menus.

Details: Give full information about the estimation.

Edit: To edit the data of estimation.

Custom receipt: Extended form of commercial invoice required by customs.

Create Sales: The estimation forward to the Invoice Sales.

Create Purchase: The estimation forward to the Pew Purchase.

PDF Download:  It is a file format that has captured all the elements of a printed document as an electronic image.

Logs: Shows the information of changes made by users for particular products.

Delete: Erases the information.

At the top left side of the page you will see the search bar:

Search: Use the FIND search bar to search for existing estimation. The best way to do this is via the Reference number, And also we can search all estimation fields like date, biller, customer, etc,…

Header Toolbar:

At the top right of the page you will see the toolbar:

Create New: Register the new estimation.

Delete: Clear all of the field data on the current screen.

Help: If you need any help to guide.

Filter Bar:

It uses filters the date of estimation, Filters the reference number, biller, and name of the customers.

At the footer of the data page.

Page Navigation:  At the bottom right of the page you will see the page navigation.

Tags:
Was this article helpful?
Dislike 0 0 of 0 found this article helpful.
Views: 8
© 2013 - 2022 Cazura. All Rights Reserved.