You can create and issue estimates for your clients in Orderry. Estimates do not affect the inventory stock level and cashbox balances. These documents record the client agreement for the work order or sale payment.

There are several ways you can issue estimates in Orderry.

Creating Estimates on the Finance > Estimates page

  1. Navigate to the Finance> Estimates page and hit the + Estimate button.

  2. Choose or create the client you want to issue an estimate for, select payment method and issue date in the dialog window.

  3. Fill the Adding an order field with the work order number and click Enter. This way, the system automatically adds all parts and works to estimate from the selected work order. You can add multiple work orders to the same estimate.

  4. Select or add new products or services to your estimate in the Adding a service/work or material field.

  5. Configure discounts and write a comment if necessary.

  6. Click Create.

Creating an Estimate from a Work Order

1. Open a work order and click + Invoice on the Payments tab.

In the estimate that opens, the client and works/materials from the work order will be automatically added.

2. Select payment method and, if necessary, change the estimate issuing date.

You can add more work orders to the same estimate. To do this, type the work order number or barcode in the Add order field and click Enter.

3. In the Adding a Service/Work or Material field, you can select additional goods and services.

4. If necessary, specify a discount or add a comment.

5. Click Create.

Creating Estimates on the Work Orders page

1. Go to the Work Orders page.

2. Select work orders in the Checkbox column of the Work Orders table, click More actions > Create Estimate.

3. Choose or create the client you want to issue an estimate for, select payment method and issue date in the dialog window.

4. Fill the Adding an order field with the work order number and click Enter. This way, the system automatically adds all products and works to estimate from the selected work order. You can add multiple work orders to the same estimate.

5. Select or add new products or services to your estimate in the Adding a service/work or material field.

6. Configure discounts and write a comment if necessary.

7. Click Create.

You can see your estimates on the Finance > Estimates page. They have the Draft status by default. Click the status to change it to Set, Paid, or Canceled.

Remember: Estimate status change does not affect inventory stock level and cashbox balances.

Printing and Sending Estimates

Open the estimate dialog window. At the top right, you will see three buttons:

  • Hit the 🖨️ button to print an estimate document

  • Click Export to get the estimate document as a PDF file

  • Click the envelope button to send an email with the document estimate attached. Orderry automatically finds a client email address from the client profile. You can edit the email recipient, subject, and message text.

Configuring Estimates

Configure your estimate document template on the Settings > Print templates page.

You can also change the estimate numbering template on the Settings > General page in the Estimates section.

The Estimate numbering template field understands and parses a set of special template variables:

  • {C} is a work order counter

  • {D} represents a current date

  • {M} renders a current month

  • {Y} adds a current year to your numbering template

Configure the {C} template variable to suit your needs. For instance, {C:3} represents the estimate counter containing 3 digits (the system fills the value with zeros if the number is not big enough).

Click the estimate counter to set a custom initial value for it and click Save.

How to Delete an Estimate

To delete an estimate, click its number and hit the delete button.

Deleted estimates can be restored in the Activity Log report.

To do this, generate a report for the Estimate deleted event. Find the deleted estimate and click Restore.

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