Guides - Estimate

You can create an estimate based on your construction suggestions under the tab 'Estimate' where you also have the option of creating a PDF containing the estimate addressed to either the municipality or the customer.

You can create the estimate at the top of the page by choosing the item(s) contained in the construction suggestions. You must therefore create your items in the cash register system before an estimate can be made (See Items for more information about how to create items). When your items have been created in the cash register system, you can insert them here by entering either the item number or the description of the desired item and then choosing the item in the list that appears. When you have chosen an item, you have the following options:

• Amount: You can determine how many copies of the item the estimate should contain.
• Price: You can see the price of the item. The price is inserted automatically when it has been entered under the settings of the item (See Edit item for more information), but you can overwrite this price if desired.
• Grant DKK: You can enter the amount the municipality provides in DKK. The grant must be entered in either DKK or in percent, wherefore the option of entering the amount in percent will be blocked if you have entered the amount in DKK.
• Grant %: You can enter the amount the municipality provides in percent. The grant must be entered in either DKK or in percent, wherefore the option of entering the amount in DKK will be blocked if you have entered the amount in percent.
• Total: You can see the price of the item after the grant has been deducted. It is not possible to make any changes to this total price, and you therefore need to change the price of the item if the total price is incorrect.

You can add an unlimited number of items. A new item must be added in a new item line that is created automatically when you have entered information in the first item line. The combined total for all items are shown beneath the item lines. You can delete an item from the estimate by pressing the red icon opposite the item. You also have the option of writing a remark for the estimate that will be included in the estimate addressed to the municipality.

Remember to press 'Update' in order to save any changes!

At the bottom right corner you have the following options:

• Send to cash register: You can send the estimate to the cash register system in order to receive the customer's payment here (See Go to cash register for more information about how the cash register works). Please note that this requires that the Cash Register Add-On has been purchased. Any payment made in the cash register system will not be recorded automatically in the record.
• Estimate patient: You can create a PDF containing the estimate addressed to the customer.
• Estimate municipality: You can create a PDF containing the estimate addressed for the customer's municipality.