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ESTIMATES...1 item....convert to SO-P... ???? (Read 765 times)
Laura  D. Oliver
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ESTIMATES...1 item....convert to SO-P... ????
10/14/04 at 08:13:53
 
I am beginning to understand why the guys use a legal pad rather than the estimate program.
 
(Q1)    Is it true that you can enter only 1 item on an estimate?
 
(Q2)   If so, does that mean you would have to have multiple estimates for a big job w/more than 1 item
 
(Q3)  How would you give the customer a professional looking quote (like SO-P)  that has mutliple items if you use ES-A
 
(Q4)  Can an estimate created in ES-A ever be converted to a SO-P quote....or be viewed under SO-P
 
(Q5)   Do most folks create an estimate under ES-A and then manually duplicate everything under SO-P....MY GUYS SAY THAT IS TOO MUCH WORK....
 
WE MUST BE DOING SOMETHING WRONG...or have our DEFAULTS set wrong...or something.
 
Any and all help appreciatate.
 
Thanks,
 
Laura
 
 
 
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Laura D. Oliver
classic DBA since 1997
EVO on Amazon server as of 5-2022
DIXIE PRECISION INC.
Birmingham, Alabama
(205)- 841-8400

www.dixieprecision.com



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Lynn_Pantic
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evolution (n) -
gradual change to a
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Re: ESTIMATES...1 item....convert to SO-P... ????
Reply #1 - 10/14/04 at 08:36:21
 
Multiple Estimates created in ES-A can be combined in ES-D to print and send to customers.
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Lynn Pantic
IS Tech Support
lynn@istechsupport.com
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Laura  D. Oliver
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Posts: 985
Gender: female
Re: ESTIMATES...1 item....convert to SO-P... ????
Reply #2 - 10/14/04 at 08:40:24
 
Thanks for such a quick reply.
 
Can an estimate created in ES-A ever be converted to a SO-P quote....or be viewed and printed  under SO-P  
 
Also...my guy says he can't get the second line of description to print out on the estimates.
 
Thanks,
Laura
 
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Laura D. Oliver
classic DBA since 1997
EVO on Amazon server as of 5-2022
DIXIE PRECISION INC.
Birmingham, Alabama
(205)- 841-8400

www.dixieprecision.com



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Laura  D. Oliver
Active Member
*****




Posts: 985
Gender: female
Re: ESTIMATES...1 item....convert to SO-P... ????
Reply #3 - 07/02/12 at 11:00:54
 
"Can an estimate created in ES-A ever be converted to a SO-P quote....or be viewed and printed  under SO-P "
 
I can't believe I asked this question 8 years ago  Smiley    Smiley    Smiley   Smiley    Smiley
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Laura D. Oliver
classic DBA since 1997
EVO on Amazon server as of 5-2022
DIXIE PRECISION INC.
Birmingham, Alabama
(205)- 841-8400

www.dixieprecision.com



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Lynn_Pantic
Administrator
*****


evolution (n) -
gradual change to a
different form

Posts: 5663
Re: ESTIMATES...1 item....convert to SO-P... ????
Reply #4 - 07/03/12 at 07:46:08
 
No, estimates are printed in ES-D.  You could modify the ES-D RTM to add fields and  look more like the SO-P-B quote if you had Evo.  However Estimates have a quantity break option that SO-P-A quotes do not unless you enter them as separate line items and suppress the total from printing.
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Lynn Pantic
IS Tech Support
lynn@istechsupport.com
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