How do I create an estimate only for items?

Updated on February 6, 2018 10:09PM by Admin

You can create an estimate only for items by customizing the general settings in Estimates App. Lets follow the steps to create estimates for a few items.

Here we go!

Steps to Create Estimates for Items

  1. Log in and access Estimates App from your universal navigation menu bar.  
  2. Click on “Settings”  icon located at the app header bar. 
    settings estimates
  3. Click on "Default Estimates Lines" under "Estimates" dropdown from the left navigation panel. 
    default estimate lines
  4. You can enable "Allow users to select the lines they want, while creating an Estimate" check box to choose your preferred estimate line at the time of creating an estimate. 
    display only items
  5. Enable “Display only items” to create an estimate with items alone. The changes will be auto-updated.
  6. Now, click on “Create Estimate” button from estimate home page. 
    create new estimate 
  7. You can view “Create Estimate” pop up as shown in the image below: 
    include items only 
  8. Click on “Continue” button to continue creating an estimate. 
  9. You can view the estimate creation page with Products/Items as shown in the image below:
    create estimates 

Related Links