# Estimates & Quotes

An **estimate** (also called a quote) is a proposed order that you build for a customer before it is confirmed and paid. You can present the estimate to the customer, let them review it, and then convert it to a real order when they are ready to proceed.

> **Note:** Estimates is a configurable module — it's not enabled by default for all clients. Sales Reps and Store Managers are most commonly given access. If you need this feature and don't see it, ask your Client Admin to add it to your workflow.

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## When to Use Estimates

* A customer wants to know the price for a large or complex order before committing
* A customer needs manager or internal approval before purchasing
* You are quoting a job or project with multiple line items
* A customer wants to take the quote away and come back later

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## Creating an Estimate

1. Go to **Estimates** in your sidebar.
2. Click **New Estimate**.
3. Select the customer — search by name, company, or email.
4. Add line items the same way you would in Place Order:
   * Scan barcodes, search by name or SKU, or browse the catalog
   * Adjust quantities as needed
5. Review the totals — pricing is applied based on the customer's assigned price level.
6. Optionally add a **note or message** to the customer.
7. Click **Save**.

The estimate is saved and assigned an estimate number. You can share this number or reference with the customer.

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## Finding an Existing Estimate

1. Go to **Estimates** — the **Estimates List** shows all open estimates.
2. You can search or filter by:
   * Customer name or company
   * Estimate number
   * Date range
   * Status (Open, Converted, Expired)
3. Click any estimate to open the **Estimate View**.

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## Reviewing an Estimate with a Customer

From the **Estimate View**, you can:

* Review all line items, quantities, and pricing with the customer
* Make changes to quantities or items if needed (and save the updated version)
* Print or email the estimate to the customer for their records

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## Converting an Estimate to an Order

When the customer is ready to confirm:

1. Open the estimate in **Estimate View**
2. Click **Convert to Order** (or **Place Order** — the button label may vary)
3. Review the order details one more time
4. Choose a payment method and complete the transaction as a normal sale

The estimate status changes to **Converted** and the order is created in the system. The estimate number and the order number are linked so you can always trace back.

> **Tip:** You cannot convert an expired estimate. If the estimate has expired, you will need to create a new one. Check with your manager if you are unsure about your organisation's estimate expiry policy.

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## Editing or Cancelling an Estimate

* To **edit**: Open the estimate and make your changes, then save. Changes are tracked.
* To **cancel**: Open the estimate and look for a **Cancel** or **Delete** option. Cancelled estimates remain in the system for reference but can no longer be converted.

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## Quick Reference

| Action                  | Where                               |
| ----------------------- | ----------------------------------- |
| Create new estimate     | Estimates → New Estimate            |
| View all open estimates | Estimates (list view)               |
| Convert to order        | Estimate View → Convert to Order    |
| Edit an estimate        | Estimate View → make changes → Save |
| Cancel an estimate      | Estimate View → Cancel              |

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## Related Pages

* [Creating Orders](/end-user-guide/browsing-the-catalog/creating-orders.md)
* [Finding Products](/end-user-guide/browsing-the-catalog/finding-products.md)
* [Payment Methods](/end-user-guide/pos-overview/payment-methods.md)
* [Order History](/end-user-guide/browsing-the-catalog/order-history.md)


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