Creating a Reservation, Delivery, Shipment or Sell Transaction from an Estimate
  • 19 Sep 2023
  • 4 Minutes to read
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Creating a Reservation, Delivery, Shipment or Sell Transaction from an Estimate

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Article summary

Estimates are versatile instruments. Because of the detailed information they contain, you can use them to generate a number of activities.

This article contains the following:

Creating a Reservation from an Estimate

Quantify enables you to easily create a Reservation from an Estimate. The procedures below show you how to do that.

To create a Reservation from an Estimate:

  1. Click the appropriate location in the Organization Tree, then click the Estimates tab.
  2. Select an Estimate, click the Copy To dropdown and select Reservation.
    The Select Job Site or Group dialog appears. 
  3. Click the Select Job Site or Group dropdown and make the appropriate selection for the Reservation.
  4. Click OK.
    The New Reservation dialog appears.
    Note: Quantify has assigned the Reservation a new DEL number.
    The From setting defaults to the selected Branch Office and the To setting is set to the Job Site selected above.
  5. Click the Rent Start calendar icon ().
    A calendar appears.
  6. Locate and click the appropriate start date.
  7. As necessary, review the Products tab and enter other information under the other tabs. For these procedures, refer to Working with Reservations.
  8. Click OK.
    The Branch Office Products tab now shows the reserved Products for the Job Site.

Creating a Delivery from an Estimate

Quantify enables you to easily create a delivery from an Estimate. The procedures below show you how to do that.

To create a delivery from an Estimate:

  1. Click the appropriate location in the Organization Tree, then click the Estimates tab.

  2. Select an Estimate, click the Copy To dropdown and select Reservation.
  3. Then select Delivery
    The Select Job Site or Group dialog appears. 
  4. Click the Select Job Site or Group dropdown and make the appropriate selection for the delivery.
  5. Click OK.
    The New Direct Ship dialog appears.
    Note: The number field populates with a DEL number.
    The From setting defaults to the selected Branch Office and the To setting is set to the Job Site selected above.
  6. Click the Rent Start calendar icon ().
    A calendar appears.
  7. Locate and click the appropriate start date.

  8. As necessary, ether information under the other tabs. For these procedures, refer to Creating a New Shipment, Editing a Shipment, Voiding a Shipment to a Regular Job Site.
  9. Click Complete Shipment.
    Quantify creates the Shipment and you can view it in Shipping tab for the Job Site.

Creating a Shipment to a Scaffold from an Estimate

Quantify enables you to easily copy Estimates into Shipments to Scaffolds. The procedures below show you how to do that.

To copy an Estimate to a Shipment to a Scaffold:

  1. Click the appropriate Branch Office, then click the Estimates tab.

  2. Locate and select the Estimate you want to copy into a Shipment to Scaffold, then click the Copy To menu and select Shipment to Scaffold.
    The Select Scaffold Tag dialog appears.
    Note: If you do not want to copy attachments from the Estimate to the Scaffold, click the Copy attachments from estimate to scaffold tag checkbox, to remove its check.
  3. Click the Select Scaffold Tag Job Site dropdown and select the appropriate Scaffold Tag Job Site
  4. Click the Select Scaffold dropdown and select the appropriate Scaffold.
  5. Click OK.
    The New Direct Ship dialog appears, populated with Estimate items. 
  6. Click the Rent Start calendar icon ().
    The calendar appears.
  7. Locate and click the appropriate rent start date.
    Note: If the Scaffold Job Site tracks Activities, click the Activity dropdown and select the appropriate Activity.
  8. Click OK.

Creating a Sell Available Transaction from an Estimate

Quantify enables you to easily create a sell available Transaction from an Estimate. The procedures below show you how to do that.

To create a sell available Transaction from an Estimate:

  1. Click the appropriate Branch Office, then click the Estimates tab.

  2. Locate and select the appropriate Estimate, then click the Copy To menu and select Copy to Sell Available Transaction.
    The Sell Available dialog appears.
    The Sell items from and Customer settings are assigned from the Estimate.
  3. Click the Products Tab.
    The Sell Available dialog refreshes.
  4. Locate the appropriate product, click in its cell in the Quantity column and enter the counts of material ordered.
  5. Click in its cell in the Price Ea. column and enter the price of one piece.
     
  6. Repeat the above two steps as many times as necessary.
  7. Click OK.

Quantify adds the completed sell available Transaction to the Transactions tab with Sell Available in its Type column. 

Creating a Sell Consumable Transaction from an Estimate

If an Estimate contains Consumables, Quantify enables you to create a sell Consumable Transaction from that Estimate. The procedures below show you how to do that.

To create a sell Consumable Transaction from an Estimate:

  1. Click the appropriate Branch Office, then click the Estimate tab.
  2. Locate and select the appropriate Estimate, then click the Copy To menu and select Copy to Sell Consumable Transaction.
    The Sell Consumables dialog appears.
  3. Complete the Billing settings if these Consumable items will be invoiced:
    Click the Materials on this transaction are billable checkbox, to put a check in it.
    Click the Job Site dropdown and select the appropriate Job Site.
    Click the Order dropdown and select the appropriate Order, as required.
  4. Click the Date calendar icon ().
    Note: By default, the date is set to the Delivery date of the Estimate.
  5. Locate and select the appropriate invoice date.
    This is the date Quantify will use for invoicing.
  6. Click the Consumables Tab.
    The Sell Consumables dialog refreshes.
  7. Locate the appropriate Consuamble, click in its cell in the Quantity column and enter the counts of material ordered.
  8. Click in its cell in the Price Ea. column and enter the price of one piece.
  9. Repeat the above two steps as many times as necessary.
  10. Click OK.

Quantify adds the completed sell Consumable Transaction to the Transactions tab. 



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