Estimates in RemOnline are used to create commercial offers or estimates for clients.

Important: if you want to use estimates you need to check the "Add products without inventory deduction" checkbox on the Settings > General > Work Orders page.

You can create estimates on the Work Orders page. In the general table, you will see the corresponding document name. The numbering for estimates and work orders is the same and is configured in the location window. Searching for estimates runs the same way as searching for work orders.

You can create different types and forms for estimates on the Settings > Forms editor > Work Orders. That is, you can create separate types of work orders and customize the corresponding forms for them to use for estimates.

You can add products to the estimate without writing them off from Inventory. After approval by the client, you can transfer the estimate to a work order and then write off the specified products from the warehouse.

Using the system statuses, you can control and track estimate processing and transfer it to the work order.

Inside the estimate is an event feed that records all changes with the date, time, and employee who made them. Please note that the event feed is the same for both the estimate and the work order. So if you transfer an estimate to a work order, the events that occurred there will be saved in the work order's event feed.

Templates from the Work Orders document group are used to print documents in the estimates.

Please note that you cannot create payments, set up automatic transfer of assets by status, or automatically send notifications in the estimate. All these actions become available after converting the estimate to a work order.