Estimate Setup

The Estimate Setup tab allows you to create Estimate Pick Lists.  These lists are similar to the Billing and Inventory Pick Lists, but these lists are available on the Estimate tab of the Admission screen.  As such, these pick lists can be built for your admissions and client coordinators to give a rough estimate of the products and services, without actually adding the products to the Order Management screen (where they may or may not actually need to be billed to the client.)

Add Estimate Pick List

Click on the Add Estimate button to create a new estimate pick list.

The Add/Edit window will open.   This window is similar to the Billing and Inventory pick lists, but also allows you to enter an estimate range (in dollars.)

Give your estimate a name and description, and then click on the Save button.  It will appear on the list.

Print Estimate List

A printed version of these estimate pick lists can allow your admissions staff to quickly identify the most relevant products and services when having a conversation with your clients, without necessarily having to create a new estimate on the admission screen.

The estimate opens as a PDF preview window.

Add Estimate List Categories

Estimate lists can be divided into categories.  Like the actual estimates, this can be used to group like services or products on the pick list, allowing the client coordinator handling the estimate to choose from several possible options.

Click on the New Category button to start adding the categories.  A small window will appear for you to enter the category.  You can break out the estimate for this category separately from the overall estimate.  You can also indicate whether it should print out all the details of the category by default.

Click on the Save button, and the category will appear.  

You can remove a category at any time by clicking on the red X under the Delete column.

Add Estimate List Items

After adding the categories, you can start adding individual items.  (You must have at least one category to add any items, but you do not need more than one if you won't break them up further.)

Select the category, and then you can click on the New Item button in the window on the right.

A window will appear for you to search for specific products to add.

The quantity field on this page will be the default quantity added to the estimate.  Leave it at 0 if the client coordinator will have to choose from several similar options.

Click on the Save button to add the item to the category.

You can remove an item from the list at any time by clicking on the red X under the Delete column.

Order Estimate Categories and Items

Categories Items initially appear in the order that you add them.

To move items up and down in the list, select the item you want to move, and then click the up or down arrow.  The item will move on this list, on the estimate pick list on the Admissions page, and on the printed estimate pick list.

You can also automatically sort the list, either alphabetically or by adjusting the underlying sort order values in the database.