Did you know you can set the default order entry screen to begin as an estimate?

We had a question come up the other day about the ability to set the default order entry screen to an estimate. This is possible in Ideal.

Here’s how:
  1. Use the Orders screen to begin this setup. Note that this setting will only apply to the active user/login.
  2. Use the Options menu and select Set Defaults.
  3. Change the first field labeled Order Type to use Estimate.
  4. Select a Counter Person and/or Sales Rep as appropriate.
  5. Check the box labeled Save Defaults (otherwise this is a temporary change for the current session).
  6. This user will now start any Order Entry or WO Entry screen as an Estimate.
  7. Repeat this step for every user who works primarily with Estimates.

Did you know you can set the default order entry screen to begin as an estimate?

 

 

 

 

 

 

 

 

 

 

Also note that Estimates have the option to include Symptoms, Requests, and Extras.
Go to the Applications menu, Work Order, Work Order Setup. Click on the tab labeled Print Options.
Click on the tab labeled Estimate and check the boxes for codes and comments as desired.

 

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