Estimates
This screen displays the estimates for the current customer - or if there is no current customer, a Select button is allowing you to select a customer. See Concepts|Estimates for background.
The top half of this screen functions like a standard select screen. As well as by date, you can select by:
Status - this can be set to All, Cancelled, Completed, Finalised, In Progress or Invoiced
The item area displays the matching estimates. The column headers are self explanatory. Note that the Description column is always blank. You can click on any column header to sort by that column.
The bottom half of the screen displays the selected estimate, its line items, and the details of the selected line item.
Click here if you need information on the Items fields or Customer Notes tab.
The buttons are as follows:
New - create a new estimate
Edit - edit the selected estimate
Delete - delete the selected estimate - a confirmation window will appear
Finalise - change the status of the selected estimate to Finalised - a confirmation window will appear. Finalising the estimate locks it from any further changes. If you confirm the Finalise, then a print window will open allowing you to print or email the estimate.
Print - print the selected estimate
Mail - email the selected estimate
Copy - copy this estimate to create another one
Invoice - generate an invoice from this estimate - the values used to create the invoice will be the 'high' estimate values.
To ensure that the that the correct clinician is recorded when an estimate is invoiced, the clinician is prompted for unless:
- the current user is a clinician, and;
- Use Logged In Clinician is enabled.
Create/Edit Estimate
This is the window used to create and edit estimates.
The fields in the header are as follows:
Date - the date of the estimate - defaults to today
Title - enter a short useful description
Expiry Date - the date until which the estimate is valid
Notes - any pertinent notes - this will appear on the printed estimate
Low Total, High Total - the low and high total amounts for the estimate
Printed - this box will be checked after the estimate has been printed
Status - can be set to Cancelled, Completed, Finalised, In Progress or Invoiced. The initial setting is Completed. See the table below.
Clinician - set to the appropriate person
In the line item area, use the Add button to add a new line item, Delete to delete one. Multiple line items can be selected using the checkboxes on the left. Note that these cannot be used to select line items that cannot be deleted, or require additional user input to delete (e.g., those that have minimum quantities).
The fields in the Items tab are as follows:
Patient - this is a mandatory field
Product - this is also mandatory
Low & High Qty - the low and high quantities of the product. If the product has doses for the patient weight and species, these will be automatically calculated and highlighted in blue until changed, or the editor closed
Fixed Price - the product's fixed price
Low & High Unit Price - the low and high unit prices
Low & High Discount - the low and high discount amounts
Service Ratio - displayed if there is a service ratio for the product's type at the current practice Location. If the service ratio has been applied, the check box will be ticked. Untick the check box to remove the service ratio. See Service Ratios for more details.
Print - this box is displayed if an item can be suppressed in the printed Estimate. This only applies to items with a zero Low and High Total
Low & High Total - these show the low and high totals
The Show Templates and Show Product Types check boxes add columns to display the Product Templates and Product Types of associated products, if any.
For details of the Customer Notes tab, see here.
| Status | Meaning | Set by |
|---|---|---|
| Cancelled | has been cancelled | manually |
| Completed | no further changes expected | initial default |
| Finalised | no further changes allowed | press Finalise |
| In Progress | still being worked on | manually |
| Invoiced | an invoice has been created from this | press Invoice |
Confirm Delete
When you press the Delete button on the Customers|Estimates screen, a confirmation window will appear.
Press OK to confirm or Cancel to abort.
Confirm Finalise
When you press the Finalise button on the Customers|Estimates screen, a confirmation window will appear.
Press OK to confirm or Cancel to abort.
Confirm Invoice
When you press the Invoice button on the Customers|Estimates screen, a confirmation window will appear.
Press OK to confirm or Cancel to abort.