The Estimate section in the admin portal enables you to create, manage, and track estimates for your business. This section provides a centralized platform to streamline the estimate creation process and monitor the progress of each estimate.

1. Accessing the Estimate Section

To access the Estimate section in the OpenScope ERP SAAS admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/estimates
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Estimate Management section automatically.

2. Creating a New Estimate

The Estimate Management section typically provides options to create new estimates. Here’s how you can create a new estimate:

• Click on the “Create New Estimate” or “Add Estimate” button, usually located at the top or bottom of the page.
• Enter the relevant details for the estimate, such as the client name, estimate title, and estimate description.
• Specify the products or services being estimated, including quantities, pricing, and any applicable discounts or taxes.
• Attach any supporting documents or files that are relevant to the estimate.
• Save the estimate once all the details have been entered.

3. Managing Estimates

In the Estimate Management section, you can view and manage the existing estimates. Some common actions you may perform include:

Editing Estimates: If permitted, you can modify the details of an estimate. Edit the estimate as required and save the changes.

Deleting Estimates: To remove an estimate, select the estimate from the listing and click on the delete button or option. Exercise caution when deleting estimates, as it may impact the sales tracking and historical data.

Tracking Estimate Status: The Estimate Management section provides options to track the status of each estimate. You can monitor whether an estimate is pending, accepted, or rejected, as well as any associated comments or updates.

4. Estimate Collaboration and Communication

The Estimate Management section may include collaboration and communication features to facilitate interaction with team members and clients. This could include the ability to add comments, assign tasks, or send notifications related to the estimate.

5. Reporting and Analytics

Depending on the capabilities of the OpenScope ERP SAAS system, the Estimate Management section may offer reporting and analytics features. This enables you to generate reports on estimate conversion rates, revenue projections, and other relevant metrics to gain insights into your sales processes.

6. Saving and Applying Changes

After creating or modifying estimates, remember to save the changes to ensure they take effect. Look for the “Save” or “Apply” button at the bottom or top of the estimate management page to save your changes.