Alpha Estimates Overview
Creating and managing estimates in Alpha
Estimates Overview
The Estimates module lets you create proposals for clients, track their status, and convert accepted estimates into invoices or sales orders.
Estimate Lifecycle
stateDiagram-v2
[*] --> Draft
Draft --> Sent: Finalize & Send
Sent --> Accepted: Client Accepts
Sent --> Rejected: Client Rejects
Sent --> Expired: Validity Expires
Sent --> Withdrawn: Withdraw
Accepted --> ConvertedToInvoice: Create Invoice
Accepted --> ConvertedToOrder: Create Sales Order
ConvertedToInvoice --> [*]
ConvertedToOrder --> [*]
Expired --> [*]
Rejected --> [*]
Withdrawn --> [*]Status Definitions
| Status | Description |
|---|---|
| Draft | Being prepared, not yet sent |
| Sent | Finalized and delivered to the client |
| Accepted | Client accepted the estimate |
| Rejected | Client declined the estimate |
| Expired | Validity period has passed without response |
| Withdrawn | Manually withdrawn before client response |
| Converted to Invoice | Accepted and converted into an invoice |
| Converted to Order | Accepted and converted into a sales order |
Estimate Components
Header Information
| Field | Description |
|---|---|
| Client | Customer receiving the estimate |
| Estimate Number | Unique identifier |
| Issue Date | Date of creation |
| Expiry Date | Date the estimate expires |
| Reference | Related project or opportunity |
Line Items
| Field | Description |
|---|---|
| Description | Item or service description |
| Quantity | Amount |
| Unit Price | Price per unit |
| Discount | Applied discount |
| Tax | Applicable tax rate |
| Total | Line total |
Totals
| Component | Description |
|---|---|
| Subtotal | Sum before tax |
| Tax | Calculated tax amounts |
| Total | Proposed amount |
Key Features
Client Portal
Estimates can be shared via a portal link, allowing clients to review and accept directly online.
Conversion
Accepted estimates can be converted into:
- Invoices - Bill the client directly
- Sales Orders - Fulfill through the order pipeline
Configuration-Based Estimates
Estimates can be generated from house configurations in the Construction module, pulling pricing from the configured options.
Navigation
Access Estimates from ERP > Estimates:
- All Estimates - Complete list
- Draft - Unpublished estimates
- Sent - Awaiting client response
- Accepted - Ready for conversion
- Expired - Past validity date