Creating a Reservation from an Estimate

Estimates are versatile instruments. Because of the detailed information they contain, you can use them to generate a number of activities. This includes creating a Reservation. You can also create a Delivery, Shipment, Sell Available transaction, and Sell Consumable transaction.

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.