Usage:

An Estimate Case acts as an Invoiced Case so user may use theprint invoice option. Once approved by Customer, it can be converted to a Normal Case using Convert Estimate menu.

 

Navigation: Customer > Cases tab > Options > Convert Estimate to Case

V11 - convert estimate case

Cases form with Convert Estimate to Case option

hmtoggle_arrow1How to convert Estimate to Case

1.On the Cases form click on the Estimate Case in the grid area.

2.Click on Options > Convert Estimate to Case option.

3.Select Yes when asked for confirmation.

4.Edit Case form is opened. Case number remains the same and status is In Production.

Note: Data like Products or Enclosures, Remake or Discounts can be added or changed just like in any other case. See more details in Create new Case topic.

5. Click V11 - save and close button and the form will close and the case will be saved.

 

See also:

How to create a new case

How to create an Estimate Case