Difference between revisions of "How do I create a workshop estimate?"
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== Summary == | == Summary == | ||
| − | This article explains how to create an estimate in | + | This article explains how to create an estimate in {{WS}}. |
| − | == | + | == More Information == |
Estimates can be used for more than one purpose. They can be used for insurance jobs, pricing jobs for customers or holding a parts list for later use. | Estimates can be used for more than one purpose. They can be used for insurance jobs, pricing jobs for customers or holding a parts list for later use. | ||
| − | * Go to | + | |
| − | * Either search for a job using {{KeyPress| | + | {{Note|text=Depending on your system preferences, Estimates may be referred to as Quotations. For the purposes of this article they may be taken to be interchangeable.}} |
| − | * To create an estimate, press {{KeyPress|S | + | |
| − | + | * Go to {{Menu|{{WS}}|Workshop Diary}}. | |
| − | * Add the [[How do I add | + | * Either search for a job using {{KeyPress|C-F1}} and click {{Button|Edit}} or click {{Button|Add}} to [[Creating workshop jobs|Create a new job]]. |
| − | * When you have added all the items, press {{KeyPress|Esc}}. | + | |
| − | + | {{Tip|text=To easily track your estimates we would suggest changing the {{DataPrompt|Status}} to a code for {{DataValue|Estimate}}. If you need to create a new status please see [[How do I create a workshop job status?|this]] article.}} | |
| − | * You will see the list of items that you have added. | + | |
| + | * To create an estimate, press {{KeyPress|S-F6}} or select the {{Tab|Estimate}} tab. | ||
| + | * Add the [[How do I add parts to a workshop job?|parts]] and [[How do I add labour to a workshop job?|labour]] for this estimate. | ||
| + | * When you have added all the items, press {{KeyPress|Esc}}. | ||
| + | * You will see the list of items that you have added. | ||
{{Note|text=All the items that you have added to the estimate '''WILL NOT''' adjust the stock quantities!}} | {{Note|text=All the items that you have added to the estimate '''WILL NOT''' adjust the stock quantities!}} | ||
| Line 19: | Line 21: | ||
=== Review Estimate === | === Review Estimate === | ||
* Review the list of parts and labour. If any items need adjusting, press {{KeyPress|Down Arrow}} to the relevant line. | * Review the list of parts and labour. If any items need adjusting, press {{KeyPress|Down Arrow}} to the relevant line. | ||
| − | * Press {{KeyPress|F5}} to edit that item. | + | * Press {{KeyPress|F5}} or {{Button|Edit}} to edit that item. |
| − | * Press {{KeyPress|F10}} to delete the item from the estimate. | + | * Press {{KeyPress|F10}} or {{Button|Remove}} to delete the item from the estimate. |
| − | == Printing the Estimate == | + | === Printing the Estimate === |
| − | * Press {{KeyPress|F7}} or click | + | * Press {{KeyPress|F7}} or click {{Button|Print}}. |
| − | * This will then take you to the "Document Control" screen, which shows the value of the estimate. | + | * This will then take you to the "Document Control" screen, which shows the value of the estimate. |
* Press {{KeyPress|F7}} again to print the estimate. | * Press {{KeyPress|F7}} again to print the estimate. | ||
| − | * At the " | + | * At the "Unit Information" screen, enter the dates if necessary and then press {{KeyPress|ESC}}, and then click {{Button|Accept}}. This will now send the estimate to the printer. |
| − | * Click {{Button|Accept}}. | + | * Click {{Button|Accept}}. |
| − | == Turning the Estimate into | + | === Turning the Estimate into an Invoice === |
When you want to turn the estimate into an invoice, use the following process. | When you want to turn the estimate into an invoice, use the following process. | ||
| − | * | + | * Find the workshop job using {{KeyPress|C-F1}} and click {{Button|Edit}}. |
| − | * Load up the estimate, by pressing {{KeyPress|S | + | * Load up the estimate, by pressing {{KeyPress|S-F6}} or selecting the {{Tab|Estimate}} tab. |
| − | + | * If you wish you may tag only selected items to copy over from the estimate into an invoice. | |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|F3}} or {{Button|Availability}} to check stock levels and transfer your selected estimate items across to invoice. This will get the system to check the stock levels of the items for which you have estimated, and any items not in stock can be ordered. |
| − | * You will see the items in | + | * You will see the items in green (usually) if they are available and red if they need to be ordered. Press {{Button|Done}} to exit, then accept the displayed selections. |
| − | * A prompt will appear asking | + | * A prompt will appear asking {{DataPrompt|Do you want to update pricing information?}} |
| − | ** Click | + | ** Click {{Button|No}} to copy the job items as they appeared on the last Estimate/Quote issued for this job or click {{Button|Yes}} to update the retail, cost and discount information. |
| + | {{Note|text=The system defaults to {{DataValue|No}}, as prices given on a estimate are usually held for a period after being issued.}} | ||
| − | + | All that is left to be done is for the Workshop job to be completed by a technician and then [[How do I invoice a workshop job?|invoiced]] as normal. | |
| − | |||
| − | All that is left to be done is for the Workshop job to be completed by a technician and then [[How do I | ||
== See also == | == See also == | ||
| − | * [[Creating | + | * [[Creating workshop jobs]] |
| − | * [[How do I | + | * [[How do I invoice a workshop job?]] |
| − | * [[How do I add more description to a | + | * [[How do I add more description to a workshop job?]] |
| − | + | * [[How do I add parts to a workshop job?]] | |
| − | * [[How do I add | + | * [[How do I order parts for a workshop job?]] |
| − | + | * [[How do I add labour to a workshop job?]] | |
| − | * [[How do I | ||
| − | * [[How do I | ||
| − | |||
| − | + | {{KB_Tags|estimate, workshop, quote, copying, invoice, jobcard, complete, jobs, estimating}} | |
| + | {{FAQ}}{{How}}{{KB_WS}}{{ZN_WorkshopManager}} | ||
Latest revision as of 08:26, 19 July 2022
Contents
Summary
This article explains how to create an estimate in Workshop.
More Information
Estimates can be used for more than one purpose. They can be used for insurance jobs, pricing jobs for customers or holding a parts list for later use.
 | Depending on your system preferences, Estimates may be referred to as Quotations. For the purposes of this article they may be taken to be interchangeable. |
- 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 easily track your estimates we would suggest changing the "Status" to a code for 'Estimate'. If you need to create a new status please see this article. |
- To create an estimate, press <Shift+F6> or select the [Estimate] tab.
- Add the parts and labour for this estimate.
- When you have added all the items, press <Esc>.
- You will see the list of items that you have added.
| All the items that you have added to the estimate WILL NOT adjust the stock quantities! |
Review Estimate
- Review the list of parts and labour. If any items need adjusting, press <Down Arrow> to the relevant line.
- Press <F5> or [Edit] to edit that item.
- Press <F10> or [Remove] to delete the item from the estimate.
Printing the Estimate
- Press <F7> or click [Print].
- This will then take you to the "Document Control" screen, which shows the value of the estimate.
- Press <F7> again to print the estimate.
- At the "Unit Information" screen, enter the dates if necessary and then press <Esc>, and then click [Accept]. This will now send the estimate to the printer.
- Click [Accept].
Turning the Estimate into an Invoice
When you want to turn the estimate into an invoice, use the following process.
- Find the workshop job using <Ctrl+F1> and click [Edit].
- Load up the estimate, by pressing <Shift+F6> or selecting the [Estimate] tab.
- If you wish you may tag only selected items to copy over from the estimate into an invoice.
- Press <F3> or [Availability] to check stock levels and transfer your selected estimate items across to invoice. This will get the system to check the stock levels of the items for which you have estimated, and any items not in stock can be ordered.
- You will see the items in green (usually) if they are available and red if they need to be ordered. Press [Done] to exit, then accept the displayed selections.
- A prompt will appear asking "Do you want to update pricing information?"
- Click [No] to copy the job items as they appeared on the last Estimate/Quote issued for this job or click [Yes] to update the retail, cost and discount information.
| The system defaults to 'No', as prices given on a estimate are usually held for a period after being issued. |
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 add more description to a workshop job?
- How do I add parts to a workshop job?
- How do I order parts for a workshop job?
- How do I add labour to a workshop job?
