Sales Estimate - Sales

A Sales Estimate is a price quote you give a customer before any sale is agreed. It lists the products, quantities and prices. It does not affect your accounts or stock; it is only the quote. When the customer accepts, you can turn it into a Sales Order.

When to use it

A customer asked for a quotation and you want a numbered estimate on file to send them.
You want to track which quotes were sent, accepted or expired.

Before you start

The customer must exist in your Chart of Accounts, and the products you are quoting must exist in the Product master.

Where to find it

ERP > Accounts > Entry > Sales > Sales Estimate.

The fields on this screen

Section	Field (on screen)	What to enter	Required
Voucher Details	Miti	Nepali (BS) date of this document. Pick from the calendar - the AD date is filled in for you.	Yes
Voucher Details	Voucher Number	Numbered automatically when you save. Leave it blank unless you need to set the number yourself.	No
Voucher Details	Cost Center	Branch, project or department this document belongs to. Lets you report profit and cost per unit.	Yes
Voucher Details	Vendor name	The party this document is raised against. Their account is updated with the total amount.	Yes
Voucher Details	Remarks/Narration	Short note on why this entry was made. It shows on reports and makes the entry easy to find later.	No
Voucher Details	Voucher	Attach a scan or photo of the bill. You can then use AI to read the amounts straight off it.	No
Voucher Details	Ref.Doc	Link to a related document, such as the order or challan this bill came from.	No
VAT REGISTER	MITI	Date of the bill for the VAT register, in BS. It decides which maskebari month this entry falls in.	No
VAT REGISTER	PP.NO	Pragyapan Patra (customs declaration) number. Fill it only for an import.	No
VAT REGISTER	BILL.NO	The bill number printed on the other party's invoice, as it must appear in the VAT register.	No
VAT REGISTER	EXEMPT AMOUNT	Part of the bill that carries no VAT, such as exempt goods. Leave it 0 when everything is taxable.	No
VAT REGISTER	TAXABLE	Value the VAT is charged on, before VAT is added.	No
VAT REGISTER	VAT	VAT on the taxable value, usually 13 percent. Worked out for you.	No
VAT REGISTER	Remarks	Optional note for this VAT register line.	No
VAT REGISTER	VAT Transaction Type	How this bill is classified in the VAT return, such as Taxable Purchase Local or Taxable Sales Local.	No
Product Details	Product Name	The item being bought or sold. Type to search, or use + to create a new item.	Yes
Product Details	Sub Product	Optional variant of the item, such as size, colour or grade.	No
Product Details	Cost Center	Branch, project or department for this line only. Leave blank to use the one in the header.	No
Product Details	Remarks	Optional note for this line, such as a specification or batch detail.	No
Product Details	UOM	Unit the quantity is measured in - piece, kg, litre and so on.	No
Product Details	Qty	How many units. Amount is Quantity multiplied by Rate.	No
Product Details	Rate	Price for one unit, before tax.	No
Product Details	Amount	Quantity multiplied by Rate. Worked out for you.	No
Product Details	Taxable	Tick when VAT applies to this line. VAT is then calculated at the current rate.	No
Entry Details	Account Head	The account head this amount posts to. This is what puts the entry into your books.	No
Entry Details	Cost Center	Branch, project or department for this posting line.	No
Entry Details	Narration	Note for this posting line. It appears against the amount in the ledger.	No
Entry Details	Debit	Amount to debit this account. Total debits must equal total credits before you can save.	No
Entry Details	Credit	Amount to credit this account. Total credits must equal total debits before you can save.	No

How it works

Create the estimate: pick the customer, add the item lines, and save. It gets a number (SE-...).
Send it to the customer.
When they agree, mark it Accept, then Convert it into a Sales Order to go ahead. If they do not respond, it can Expire. You can Cancel at any open stage.

Nothing is posted to the accounts or stock at the estimate stage. That happens later, on the invoice.

Worked example

Quote 10 Steel Rods at 150 each to Lalitpur Retail:

Create: Customer = Lalitpur Retail, line Product = Steel Rod, Qty = 10, Rate = 150 (Amount 1,500). Save. The estimate is numbered SE-000001.
Send it. When it is accepted, Convert it to a Sales Order.

Tips and common mistakes

Customer, Date, Site, and each line's Product and Qty are required.
Do not type the estimate number. Leave it blank and the system assigns SE-...
The customer field accepts only a real Customer, never a Vendor from your Purchase side.
You need at least one product line to save. Quantity, Rate and Amount must be real numbers greater than zero.
An estimate is not a sale. It does not reduce stock or post revenue; the Sales Invoice does that.

Sales Order (what an accepted estimate becomes), Sales Invoice (the actual sale).