HOW TO USE THIS MODULE
“Similar to Material and Labor, the Overhead Project Estimation tab allows you to enter overhead cost details and calculates the total overhead estimation amount.”
“Ultimately, the Total Job Estimation is calculated based on Material, Labor, and Overhead costs. You can review the estimation and proceed further once confirmed.”
“You have the option to either approve or reject the job estimation. If approved, it will transition to the approved state; if rejected, it will remain in the rejected state.”
“After approval of the estimation, you can choose to generate a quotation and move forward. Alternatively, if you wish to review the estimation and make any modifications before creating a quotation, you can click on ‘Revise Quotation’.”
“For each revision, a history is kept and can be viewed in the top right corner.”
“In the Sales Quotation, the order lines will include Material Cost, Labor Cost, and Overhead Cost derived from the Job Estimation.”
“After confirming the sales order, the products are prepared for inventory valuation.”
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