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Add Estimate

Create an estimate sales order requested by a customer.

Direct Link: https://app.meroerp.com/sales/estimates/create

  1. Log in to your MeroERP account.

  2. On the left navigation menu, browse to Sales > Create Estimate + .

  3. Select the respective store.

    Note: If you have only one store, it will be automatically selected.

  4. To search for an existing customer, simply enter their name in the search bar. If the customer is not found, click on the "+" button to add a new customer.

  5. After selecting store and customer, the Buyer Details and Items panel will be unlocked.

  6. In Buyer Details, the customer's information will be auto-filled. You may change these details if needed.

    1. Customer
    2. Email
    3. Name
    4. Tax Number
    5. Contact Numbers
    6. Billing Address
    7. Shipping Address

  7. In Estimate Order Details, fill the following fields.

    1. Title: A short description of the order.
    2. Reference: Any reference information related to the order.
    3. Summary
    4. Order Number: This is auto-generated.
    5. Estimate Date: The date on which the estimate was made.
    6. Due Date: The date by which estimate should be decided whether to Invoice it or not.

  8. In Items Panel, add item by variant name or variant SKU ID. Then, make changes in the following fields.

    1. *Quantity: Set the quantity
    2. *Unit Price: Change unit price if needed
    3. Discount: Add Discount if applicable. You have two options: Percentage or Fixed Amount.
    4. Tax: If the product has tax added, it will auto add.

  9. If you need to add more items, click on Add Item on the left side of the page and repeat step 8.

  10. After all items have been added, fill in the Shipping charges if applicable and add Adjustment amount if needed.

  11. Click on Save to create an Estimate with Estimate Status: Draft.