Learning Pathway for Estimators

Items are the raw materials and finished goods used in production. Items can also consist of assemblies and costings.

• Item Extension Types: Explains the types of items that are available.
• Item Prices Explained: Explains the various prices and how they are calculated and applied to transactions.
• Item Categories: Explains the fields, buttons and features for creating or editing categories and provides step-by-step instructions for creating categories.
• Item Creation and Editing Interface: Explains the fields, buttons and features for creating or editing items.
• Item Creation and Editing Tutorials: Step-by-step instructions for creating and editing items and using the additional features.
• Item Attributes: Explains the fields, buttons and features for creating or editing attributes. Lists all the available attributes. Provides step-by-step instructions for adding attributes to items.
• Item List Views Interface: Explains the fields, buttons and features for displaying a list of items.
• Item List Views Tutorials: Step-by-step instructions for displaying item lists and using the available features.
• Item Summary: Explains the item summary sections and how to use the available functions.
• Item: Print Costing Example: An example of an item that has a costing for a print project.

Inventory items are physical items that are stored in specific locations.

• Inventory Terms and Information: Explains the inventory terms and settings used.
• Inventory and Transaction Types: Explains how inventory integrates with transactions and how the Resolve function is used.

Multiple features are available to ensure accurate costing and estimating. Estimate Types create a structure for estimates.

• Quantity Types Explained: Explains what Quantity Types are and how they affect calculations in costings and estimates.
• Estimate Features and Calculations: Explains how estimate prices are calculated.
• Estimate Types List View: Explains the fields, buttons and features for displaying a list of Estimate Types.
• Estimate Types Edit View: Explains the fields, buttons and features for creating or editing Estimate Types.
• Estimate Type Tutorials: Step-by-step instructions for creating Estimate Types.
• Estimates Interface: Explains the fields, buttons and features for adding an estimate to a transaction (e.g. quotation).
• Estimate Tutorials: Step-by-step instructions for adding an estimate to a quotation.
• Estimate Type Example – Digital Printing: An example of an Estimate Type for digital printing such as posters, cards and leaflets.
• Estimate Type Example – Large Format Printing: An example of an Estimate Type for printing large items (e.g. banners).

Transaction Types create the rules and environment for capturing transactions: which accounts can be debited or credited, how VAT is treated and which features (e.g. calendars, estimating) are available.

• Transaction Types List View: Explains the fields, buttons and features available when displaying a list of Transaction Types.
• Transaction Types Edit View: Explains the fields, buttons and features available when creating or editing Transaction Types.
• Transaction Type Tutorials: Step-by-step instructions for creating Transaction Types. Each tab (1 – 5) is explained in detail below:
  1. Transaction Type Settings: Part of creating Transaction Types. Explains the available settings, when to apply them and how to add them. Estimating is permitted on a transaction if the setting Estimating > Enable Estimating is added with Quotations selected as its value.
     • Followers: Part of Transaction Type settings. Followers are the email recipients who receive the output (e.g. quotes, invoices). Provides step-by-step instructions for using the Followers feature.
  2. Copying Transactions (Copy Rules): Part of creating Transaction Types. Explains the rules that determine when a transaction can be copied to create a new transaction (e.g. Quotation to Customer Invoice). Also explains how to set up the manual or automated copying of transactions.
     • Linking Transactions: Part of Copying Transactions. Background information on what a transaction flow is and how it is created.
  3. Transaction Type Statuses Interface and Tutorials: Part of creating Transaction Types. Explains how to create and edit statuses, including rules such as when a transaction can be edited, is posted to the ledger or affects inventory.
  4. Transaction Categories Interface and Tutorials: Part of creating Transaction Types. Allows transactions to be grouped to extract analytical data from them. Explains the fields and buttons, and provides step-by-step instructions for creating and editing categories.
  5. Transaction Types Output Tab: Part of creating Transaction Types. Output refers to the forms or documents that are created from the transaction (e.g. Quotation, Invoice, Worksheet). Explains how to link Output to the Transaction Type and the related settings.

• Focus on: Quotations and Work Orders
• Customer Transactions:
  • Setup Example – Quotations
  • Setup Example – Customer Invoices
  • Setup Example – Customer Credit Notes
  • Setup Example – Delivery Notes
  • Setup Example – Customer Discounts
  • Setup Example – Customer Receipts
  • Setup Example – Customer Receipts (PoS)
  • Setup Example – Customer Refunds
  • Setup Example – Cash Sales
• Inventory Transactions:
  • Setup Example – Goods Received (Suppliers)
  • Setup Example – Goods Received (Production)
  • Setup Example – Goods Issued to Customers
  • Setup Example – Goods Issued to Production
  • Setup Example – Goods Returned (Customers)
  • Setup Example – Goods Returned (Production)
  • Setup Example – Goods Returned (Suppliers)
  • Setup Example – Stock Adjustments
  • Setup Example – Transfer Issued
  • Setup Example – Transfer Received
• Supplier Transactions:
  • Setup Example – Supplier Debit Notes
  • Setup Example – Supplier Invoices
  • Setup Example – Supplier Discounts
  • Setup Example – Supplier Payments
  • Setup Example – Supplier Refunds
• Production Transactions (non-accounting):
  • Setup Example – Purchase Orders
  • Setup Example – Sales Orders
  • Setup Example – Work Orders

Explains the features of capturing transactions and the available reports.

• General Transaction Features: Explains the features available to all transactions and the rules (e.g. for pricing and quantities) that apply.
• Transactions List View Interface: Explains the fields, buttons and features available when viewing a list of transactions.
• Transactions List View Tutorials: Step-by-step instructions for using the available features when viewing transaction lists.
• Transactions Edit View Interface: Explains the fields, buttons and features when creating or editing transactions.
• Transactions Edit View Tutorials: Step-by-step instructions for creating, editing and deleting transactions.
• Transaction Warnings and Troubleshooting: Lists transaction warnings and errors and explains how to resolve them.

Brief explanations and screenshot examples of transactions.

• Transaction Examples – Customers: Invoices, Credit Notes, Delivery Notes, Customer Receipts.
• Transaction Examples – Suppliers: Invoices, Debit Notes, Payments.
• Transaction Examples – Production: Sales Orders, Purchase Orders, Work Orders.
• Transaction Examples – Inventory: Stock movement transactions.