Edit Estimate

Add / Remove / Update Items

Direct Link: https://app.meroerp.com/sales/estimates

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Sales > Manage Estimates.
3. Find the estimate in which you would like to add/remove items and make sure the pre condition is met.

   Pre condition: Estimate Status: Draft or Pending

4. Find the estimate in which you would like to add/remove/update items then select that estimate. This will redirect to Estimate Detail page.
5. In the right buttons panel, click on Edit button.This will redirect to Update Estimate page.
6. Locate Items panel and add or remove or update items.
   1. To Add: Click on Add Item and add item by their name or SKU ID.
   2. To remove: Click on button that says Delete and confirm the deletion
   3. To Update: Update the Quantity, Unit Price, Discount and Tax in an item if needed
7. Make changes in the Shipping charges and Adjustment amount if needed.
8. Click on Update.

Edit Estimate Information

Direct Link: https://app.meroerp.com/sales/estimates

1. Log in to your MeroERP account.

2. On the left navigation menu, browse to Sales > Manage Estimates.

3. Find the estimate in which you would like to edit informations then select that estimate. It will redirect to Estimate Detail page.

4. In the right buttons panel, click on Edit button. This will redirect to Update Estimate page.

5. The following information can be updated

   1. In Buyer Details

      1. Customer
      2. Email
      3. Name
      4. Tax Number
      5. Contact Numbers
      6. Billing Address
      7. Shipping Address

   2. In Estimate Order Details

      1. Title
      2. Reference
      3. Summary
      4. Order Number: This is auto-generated.
      5. Estimate Date
      6. Due Date

   3. In Item Calculation

      1. Shipping Charge
      2. Adjustment Amount

   4. Estimate Terms / Estimate Note / Estimate Footer

6. Update the necesaary information

7. Click on Update.