Setting Estimate and Order Options can help create a sense of uniformity within your business. Required fields for Estimates and Orders can be chosen and customized, enabling a streamlined experience while assisting customers.
TABLE OF CONTENTS
- Understanding the Estimates Tab
- Understanding the Orders Tab
- Understanding the Recurring Templates Tab
To begin, navigate to Settings / Sales / Estimate and Order Options.
Understanding the Estimates Tab
The Estimates Tab is separated into the following categories:
a. New Estimate Defaults - Choose a number of business days and a time for the Initial Estimate Follow-up, as well as a time for the Item Due Dates.
b. Required Fields - Set which fields should be required when creating an Estimate. Once checked, these fields will be marked with a red asterisk during Estimate creation and the Estimate cannot be saved until they are filled out.
c. Simple Items - Simple Items are basic building blocks for your business and represents individual components. Enabling Simple Items speeds up the workflow of Estimate entry by creating a line item for your most frequently ordered components that can be added to an Estimate with just one click.
Note: For more information on Simple Items, please see Simple Items.
d. Reason List - Enable reasons to be required for changes to an Estimate. For example, if an Estimate does not progress to an Order, a setting can be enabled to require a reason before changing the status.
Note: Reasons can be managed by navigating to Settings / Sales / Reason Lists or by clicking on the hyperlinks listed below the checkbox options.
e. Cloning Defaults - Set what elements will remain when an Estimate is cloned. Choose a Prefix for Description on Cloned Estimates. This prefix will show with the Estimate number when an Estimate is cloned.
f. Line Item Categories - Item Categories are classifiers that can be assigned to Line Items. Check the box if you would like them to show on Estimate entry. When this is enabled, you will have the ability to generate reports from Item Categories.
Note: Require Line Item Category checkbox is only visible when Show Line Item Category in Estimate Entry is checked.
g. Reset to Default - Click on the ellipsis and then Reset to Default to return to the original system settings.
Note: Changes will be automatically saved by the system.
Understanding the Orders Tab
The Orders Tab is separated into the following categories:
a. New Order Defaults - Select a Default Order Status, and set an initial Order Due Date with corresponding time for the Order and Line Item Due Dates. You can also choose which Production Location you would like as the default.
b. Required Fields - Set which fields should be required when creating an Order. Once checked, these fields will be marked with a red asterisk during Order creation and the Order cannot be saved until they are filled out.
c. Simple Items - Simple Items are basic building blocks for your business and represents individual components. Enabling Simple Items speeds up the workflow of Order entry by creating a line item for your most frequently ordered components that can be added to an Order with just one click.
Note: When this is enabled, an Add Simple Item button will appear next to the Add Line Item button during new Order entry. When working with an Order that has already been started, Add Simple Item is available in a dropdown with Add Line Item.
d. Reason List - Enable reasons to be required for changes to an Order. For example, if Prompt for Reason when Voiding an Order is checked, then a reason will be required before voiding the Order.
Note: Reasons can be managed by navigating to Settings / Sales / Reason Lists or by clicking on the hyperlink.
e. Cloning Defaults - Set what elements will remain when an Order is cloned. Choose a Prefix for Description on Cloned Orders. This prefix will show with the Order number when an Order is cloned.
f. Line Item Categories - Item Categories are classifiers that can be assigned to Line Items. Check the box if you would like them to show on Order entry. When this is enabled, you will have the ability to generate reports from Item Categories.
Note: Require Line Item Category checkbox is only visible when Show Line Item Category in Order Entry is checked.
g. Reset to Default - Click on the ellipsis, then Reset to Default to return to the original system settings.
Note: Changes will be automatically saved by the system.
Understanding the Recurring Templates Tab
Recurring Templates are used for Orders that are repeated on a regular basis. This feature may be useful for clients that place the same order repeatedly on a set schedule, or for inventoried items that need to be reproduced regularly.
Ex: A customer who orders the same advertising flyers every month.
For more information on creating these Recurring Templates please see Creating a Recurring Template.
Note: If you do not see the Recurring Templates tab please contact sales@corebridge.net to discuss adding this option to your system.
a. Prompt for Reason when Canceling a Recurring Order - If this option is checked, an employee must enter a reason before the Order can be canceled.
b. Allow Employee to enter a Custom Reason - Checking this box will give an employee the option to state a custom reason for canceling if the reason they are doing so is not listed.
c. View Recurring Template Canceled Reason List - Reasons can be managed by clicking on the hyperlink or by navigating to Settings / Sales / Reason Lists.
d. Reset to Default - Click on the ellipsis, then Reset to Default to return to the original system settings.
Note: Changes made will be automatically saved by the system.
