Creating an Estimate
Creating an estimate is important while you are preparing an invoice. This estimate will give you a rough idea on the price of the items that you are going to include in the invoice.
Step: 1
To create an estimate, navigate to the WP Admin Dashboard > WP ERP > Accounting > Transactions > Sales.
![](https://cdn.wperp.com/uploads/2019/08/11-accounting-sales-1024x453.png)
Step: 2
Now, select the ‘Create Estimate‘ option.
![](https://cdn.wperp.com/uploads/2019/08/12-create-estimate-1024x513.png)
Step: 3
Now, you will be taken to the following screen:
![](https://cdn.wperp.com/uploads/2019/08/13-screenshot-localhost-2019.08.27-10-30-43-1024x982.png)
Like creating an invoice, you will need to enter the customer name, transactions date, due date, billing address, product name, quantity name, unit price, amount, particulars, attachments, etc.
Step: 4
Finally, hit the “Save” button and you are done with creating an estimate.
The system will show the estimate in the list of sales transactions:
![](https://cdn.wperp.com/uploads/2019/08/14-sales-transaction-list-estimate-1024x635.png)
That’s how you can create an Estimate in WP ERP Accounting.