How do I transfer a workshop estimate to an invoice?
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(Redirected from How do I Transfer an Estimate to an Invoice?)
Summary
This article explains how to transfer parts from the estimate mode of a workshop jobcard to the invoice mode.
More Information
- Go to " Workshop Workshop Diary".
- Either search for a job using <Ctrl+F1> and click [Edit] or click [Add] to Create a new job.
- To create an estimate, press <Shift+F6>.
When you want to turn the estimate into an invoice, use the following process.
- Load up the workshop job using <Ctrl+F1> and click [Edit].
- Load up the estimate, by pressing <Shift+F6>.
- Press <F3> or click [Availability] to check if any items need to be ordered for the job.
- Check the details shown. Any items shown in green will be booked to the job. Any shown in red will be ordered for the job using the customer name and job number as a reference.
- Click [Done] and [Accept] to confirm the details shown.
- Alternatively press <Shift+F3> to automatically check the stock levels of the items for which you have estimated and order any items which are not in stock.
- A prompt will appear asking "Do you want to update pricing information?"
- Click [Yes] to update the retail, cost and discount information to their current settings on the stock file or click [No] to copy the job items as they appear on the Estimate screen.
 | The system defaults to 'No', as prices given on a estimate are usually held for a period after being issued. For insurance estimates, unless you have a special deal, click [Yes] to make sure that you are using the latest retail prices. Watch out because any discounts given may be removed, and you may have to re-enter them. |
- You will now be on the [Invoice] tab of the jobcard. The key on the right of the screen indicates the status of the items listed. Items in green have been booked out and should be picked ready to be used.
- Any items ordered can now be processed through the ordering system in the usual manner - see Processing a Purchase Order.
All that is left to be done is for the Workshop job to be completed by a technician and then invoiced as normal.
See also
- Creating workshop jobs
- How do I invoice a workshop job?
- How do I print a job card?
- Processing a Purchase Order
