Creating Estimate or Quote – JCurve Solutions

To enable the Estimates feature, an administrator can go to Setup > Company > Setup Tasks > Enable Features. On the Transactions subtab under Basic Features, check the Estimates box, and then click Save

Go to Transactions > Sales > Prepare Estimates.
Under Primary Information:
1. In the Custom Form field, accept the Standard Estimate form or select an existing custom form.
2. Accept or enter the estimate number in the Estimate # field.
3. In the Customer:Job or Project field, select a customer or project.
4. Enter a title for this estimate. The estimate title text appears on lists, in search and reporting results, and on the Estimates subtab of records with which it is associated.
  
  When an estimate is converted from an opportunity, the title from the opportunity defaults into the title field on the estimate. If there is already an estimate against the opportunity, the second estimate has a number following the title.
5. Enter the date this estimate expires.
6. Accept or enter the date in the Date field.
7. In the Status field, select a status for this estimate.
8. In the Probability field, enter a probability for this estimate.
  
  If you use weighted forecasts, your forecast report only shows the total of the estimate multiplied by the probability percentage.
9. Enter the expected close date for this estimate.
10. Optionally, enter a memo.
Under Sales Information:
1. In the Opportunity field, select the opportunity for this estimate.
2. To include this estimate in your sales forecast, check the Include In Forecast box. It appears only if the probability exceeds the minimum forecast probability set at Setup > Sales > Preferences > Sales Preferences.
3. Select the lead source you want to associate with this estimate.
4. The partner associated with this customer or prospect appears in the Partner field. You can choose a different partner for this opportunity.

Items

If a promotion code applies to this estimate, select it in the Promotion Code field.
If a transaction discount applies to this estimate, select it in the Transaction Discount field.
In the Rate field, enter any other discounts you want applied to this estimate.

To have the discount subtracted from your total, enter a negative amount or percentage.

For example, if you want to offer a discount of ten percent, enter -10%.
Click Add Multiple to add multiple line items at one time.

Click Upsell Items to select items for this customer.

Click Clear All Lines to remove the line items from the Items subtab.
In the Item column, select an item.
In the Quantity column, enter the quantity for this item.

The quantity you enter must not exceed 200,000.
If you use multiple prices, in the Price Level column, choose a price level for this item.

If you choose Custom, you can enter a custom price for this item in the Unit Price column.

(This price applies to this transaction only.)
If this item is taxable, check the Tax box.
Check the Exclude Item from Rate Request box if you want to exclude the item when calculating shipping. The shipping rate total will not include this item. This box is available only for inventory and assembly items.
Set any options that apply to this item.
Click Add to add the item to the estimate.
Repeat the steps above for each item in this estimate.

Shipping

In the Shipping Carrier field, select a carrier.
In the Ship Method field, choose a shipping method.
The shipping total is calculated in the Shipping Cost field. Click the Calculate icon to reset the cost after you edit the order.

The Handling Cost field displays the handling fee associated with the shipping item selected or the items ordered.

Billing

Select the billing address for this estimate.
Click New to enter a new address.

Accounting

If you use the Multiple Currencies feature , the current exchange rate for this customer's currency appears in the Exchange Rate field.

You can change the exchange rate for this transaction only, or you can update the currency record with the new exchange rate.

The customer's currency appears in the Currency field. All currency amounts on this transaction are shown in this currency.
If you use the Multiple Currencies feature, select the currency you want to use for this transaction. Only the currencies set on the customer's record are available in this field. The customer's primary currency appears, by default. If you change the currency on the record, NetSuite updates prices and amounts to the currency you select.
If you want to charge sales tax on this estimate, check the Taxable box.
In the Tax field, choose the tax rate for this customer.
Accept or enter the tax rate in the Tax % field.

Relationships

To add a contact to this estimate, enter the contact's name in the Contact column.
Enter the email address, phone number, job title, and contact's role.
Click Add.
Repeat these steps for each contact you want to attach.

Sales Team

Associate sales reps with this transaction in one of the following ways:
- If you do not use the Team Selling feature, select the sales rep or sales group in the Sales Rep field.
  
  The sales rep or sales group associated with the customer on this transaction appears, by default.
- If you use the Team Selling feature, click the Sales Team subtab.
  
  Select the sales team for this transaction.
You can change a team member's sales role or contribution for this transaction. Click the employee's name to enable the line for editing.
To add an employee to this team for this transaction, click an empty line. Select the employee, set a sales role and contribution, and then click Add.

Communication

On the Messages subtab, check one or more of these three boxes:
- Check the To Be Printed box if you want to save the estimate form in a queue for printing later.
- Check the To Be Emailed box and then enter or verify an email address if you want to email the estimate form.
- Check the To Be Faxed box and then enter or verify a fax number if you want to fax the estimate form.
  
  Alternatively, you can click Print after you enter all of the information to immediately save and print the estimate.
Check the Available in Customer Center box to share the estimate with your customer through the customer center. Clear the box to save the estimate without making it available in the customer center.
Select a customer message to appear on your estimate.

Create new customer messages at Setup > Accounting > Setup Tasks > Accounting Lists > New. Click Customer Message.
Create any events, tasks, or phone calls you want to associate with this estimate.
On the Files subtab, attach any files you want to associate with this estimate.
On the User Notes subtab, enter any internal notes related to this estimate.
Click Save.