How to Create an Estimate

📂 Category: Estimates

Creating an estimate in Buscoou PRO allows you to send pricing proposals to clients before generating an invoice.

Step 1: Access the Estimate Creation Page

1. Go to Sales -> Estimates -> Create New Estimate.
2. Alternatively, click on the Build icon at the top left and select Create Estimate.

Step 2: Select a Customer

• Before selecting a customer, ensure that you have added the client in Customers -> New Customer.
• When selecting a customer, their details will be fetched automatically from their profile.
• You can manually edit the customer’s information by clicking on the edit icon.

📌 Note:

• For billing details to be auto-filled, they must be previously added to the customer profile.
• If you edit billing or shipping information in the estimate, it will not update the customer’s profile.

Step 3: Configure Estimate Settings

✅ Estimate Number – The system auto-generates the estimate number sequentially (e.g., 001, next will be 002).
📌 You can configure the next estimate number in Settings -> Finance -> Estimates.

✅ Estimate Status – The default status is Draft.
📌 Once the estimate is sent to the customer, the status will automatically change to Sent.

✅ Currency – The system will auto-select the currency based on the default currency or the customer’s assigned currency.
📌 If the customer’s currency is fixed (e.g., USD), it cannot be changed.

✅ Sales Agent – You can assign a sales agent to the estimate.
📌 The sales agent’s full name will be displayed on the estimate if enabled in:
Settings -> Finance -> Estimates -> Show Sales Agent on Estimate.

Step 4: Add Estimate Items

• Click Add Items, then ensure to click the blue check icon to confirm.
• You can select tax options as needed.
• Items are stored separately for each estimate, meaning changes made in Sales -> Items will not affect already created estimates.

Step 5: Add Notes and Terms

✅ Admin Note – Visible only to admins and staff members.
✅ Customer Note – Visible to the client in the estimate HTML and PDF.

• You can set custom terms directly in the estimate or use predefined terms.
  📌 To configure predefined terms, go to:
  Settings -> Finance -> Estimates -> Terms.

Step 6: Save the Estimate

1. Click Submit to save the estimate.
2. While editing or creating an estimate, you can always use the adjustment option to increase or decrease the total amount.

With these steps, you can efficiently create and manage estimates in Buscoou PRO, providing customers with clear pricing proposals before generating invoices.

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