Estimate File
This section allows us to generate job estimates, to be sent to the Client.
Estimate No.
Create new job estimate or copy existing job estimate/Purchase Order.
Press Enter to generate estimate no. or F7 to search or type existing estimate no. to open
Version / Status
Shows the most recent estimate version & status. The default value is ISSUED for a new job. Also can be changed to DRAFT, APPROVED, CANCELLED or DELIVERED.
- Default Status Value: ‘Issued'
- Other Possible Status Values: 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’
Job No.
Create new or open existing job
Press ENTER to create a new job number or F7 to search or type existing job number to open
Brand
Shows product name of estimate
Enter existing Brand Code or part of the Brand Name or Press F7 to Search or F6 to create new.
Executive
Shows current Estimate Owner's Name
Attention
Shows Client Representative's Name.
Currency
Shows currency used for invoicing
Enter an existing Currency Code if you know it or Press F7 to Search or F6 to create new.
Description
Contains header information, between one or two words, for the detailed information in the Brief.
Type
Shows nature of the job.
Enter an existing Type Code or Press F7 to Search or F6 to Create new.
Note - Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.
