Process to create “Estimates” in Sanka:
Log In to Sanka
1: Navigate to Sanka and sign in to access your dashboard.
2: Ensure that you are in the correct workspace for estimates creation and management.
Create a new Estimate
1: Go to Order Management and select Estimates Object. Then click the “New” button at the top-right of the Estimates page.
2: Single Entry will be selected as default if you create new. Fill the information of your Estimates.
3: Select Customer from the lists.
4: Or you can create new by clicking Contact or Company at the Customer property.
5: Select the Currency before select the item. Item lists will only show up if it’s match with the currency entered to the Item in Inventory Management.
6: There are 3 categories in Estimates. First is Estimates Based Tax in which the tax will be applied in one Estimates Records.
7: The second is Item Based Tax in which the tax is set on the item.
8: The last one is No Tax item in which the tax is not set or applied on the items or estimates.
9: You can add discount by clicking Discount toggle. Enter the discount value and choose how you apply with the tax.
10: The Issuing Date set “Today” as default. But you can change it. Select the date and time then click apply to change.
11: Select the status of the Estimate for easy tracking.
12: Once all the required information are filled, click Create Estimates.
13: Your estimate record will appear on the record table page.
14: If you click ID, the detailed page will show up for you to edit, download, or duplicate the existing estimate.
