✏️ Creating an Estimate

Tämä lokalisoitu ohje selittää sivun käyttötarkoituksen, tärkeimmät suodattimet, taulukot, tilat ja toiminnot LKG for Billingissä.

Create a professional estimate or quotation for your customer, complete with itemized pricing, taxes, and validity terms.

Steps to Create an Estimate

1. Go to Estimates from the main menu
2. Click + New Estimate (top right)
3. Fill in the form (see sections below)
4. Click Create Estimate

---

Estimate Details

Kenttä	Pakollinen	Kuvaus
Estimate Date	✅	Date of the estimate — defaults to today
Valid Until	✅	Expiry date for the quoted prices — defaults to 30 days from today
Status	—	Only shown in Edit mode — change the estimate status (Draft, Sent, Accepted, etc.)

---

Customer Information

Kenttä	Pakollinen	Kuvaus
Select Existing Customer	—	Dropdown to pick a saved customer — auto-fills Name, Email, and Phone
Customer Name	✅	Customer's name — pre-filled if selected from dropdown
Customer Email	—	Customer's email address
Customer Phone	—	Phone number with country code selector

vinkki

Select a customer from the Select Existing Customer dropdown to auto-fill their name, email, and phone in one step.

---

Item Table

Each row in the item table represents a product or service being quoted.

Sarake	Kuvaus
Item Details	Product name (type to search catalog), HSN/SAC code, and optional description
Quantity	Number of units
MRP	Maximum Retail Price — auto-filled from product catalog (read-only display)
Rate	Selling price per unit
Discount	Discount percentage (%) — discount amount is calculated automatically
Tax	GST tax rate — shows as "12%", "18%", etc., or "Non-Taxable"
Tax Amt	Calculated tax amount — auto-calculated (read-only)
Amount	Line total — auto-calculated (read-only)

Adding Items

• + Add New Row — adds a blank row at the bottom of the table
• + Add Items in Bulk — opens a product selection dialog to pick and add multiple items at once

Bulk Add Dialog

1. Click + Add Items in Bulk
2. Search for products using the search bar
3. Check the products you want to add — use Select All to check everything
4. Set the quantity for each selected item using the +/− buttons
5. Click Add Items to insert all selected items into the table at once

---

Customer Notes & Terms and Conditions

Kenttä	Kuvaus
Customer Notes	Notes displayed on the estimate (e.g., "Office supplies quarterly order")
Terms & Conditions	Quotation terms, payment terms, warranty info, etc.

---

Totals Panel

The totals panel on the right calculates automatically as you add items:

Rivi	Kuvaus
Sub Total	Sum of all line amounts before tax
CGST	Central GST portion (half of total tax — shown when applicable)
SGST	State GST portion (half of total tax — shown when applicable)
Shipping Charges	Enter delivery/freight charges manually
Total (₹)	Grand total = Sub Total + CGST + SGST + Shipping Charges

huomautus

CGST and SGST are each shown as half of the total tax. They only appear when the tax amount is greater than zero.

---

Action Buttons

Button	Mode	Action
Create Estimate	New	Saves the new estimate as Draft
Update Estimate	Edit	Saves changes to an existing estimate
Cancel	Both	Discards changes and returns to the Estimates list

---

Aiheeseen liittyvät

• Estimates Overview — view and manage all estimates
• Managing Estimates — send, accept, reject, or track status
• Converting Estimate to Invoice — turn an accepted estimate into an invoice