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  • 2 months ago
Dahil may kaunting similarities ang Estimate sa Sales Orders dito na po sila magkakaiba sa pag gamit ng Percentage Progress ng Estimate against by quantity ng Sales Orders.
Transcript
00:09Estimates pa rin po tayo.
00:11Dito pa rin po sa homepage, sa section ng customers,
00:14i-click natin itong Estimates.
00:20Gawa tayo ng bagong estimates para kay Jenny Ramirez.
00:30Kunwari, 20 pieces sa each item, na nagkakalaga ng overall ng 420.
00:37Estimate number 3, noong March 7, 2026.
00:43Save natin.
00:46Tapos, i-receive natin sa ating create invoices.
00:52Open natin.
00:54Piliin natin si Jenny Ramirez.
00:56Tapos po, lumabas yung available estimates niya.
01:00Click natin yung OK.
01:01Pagkatapos natin piliin, itong Create Invoice for the Entire Estimates,
01:05at saka itong Create Invoice for a Percentage of the Entire Estimate,
01:09subukan naman natin.
01:10Itong Create Invoice for Selected Items or for Different Percentages of Each Item.
01:16Click natin yung OK.
01:19Pag-click natin ng OK,
01:21lumabas po ang window ng Specify Invoice Amounts for Items on Estimates.
01:25Ito po, isang option na pwede tayo mag-set ng percentages sa each item.
01:32Kunwari, i-click natin.
01:34Itong checkbox ng Show Percentage.
01:39Ngayon po, pwede natin i-set yung Percentage per Item.
01:44Kunwari, itong Duck Egg na Large.
01:49Ang gusto kong unang ma-serve is 20%.
01:56Sunod, Duck Tray na Medium.
02:0315%.
02:08At ang huli, ang Duck Tray na Small.
02:14Kunwari, 10%.
02:17Dito pa lang po sa window na ito,
02:19pwede na natin i-set yung Percentage ng Each Item.
02:22Bago natin ito i-forward,
02:25dito sa Invoice,
02:28naset na natin yung mga Percentage niya.
02:32Tapos, nung niset natin yung Percentage,
02:34base po sa Amount na Column,
02:37ito po yung Amount na isa-serve natin.
02:40Base po sa Percentage na sinet natin.
02:45Click natin yung OK.
02:47At ayun po.
02:51Dahil flexible ang QuickBooks,
02:52kahit nandito na sa Invoice yung pinoward natin
02:55na iba't ibang klase yung Percentage ng mga item,
02:57pwede pa rin natin itong baguhin kung gugustuhin natin.
02:59Wala pong problema yan.
03:03Save natin.
03:05Jenny Ramirez ulit.
03:08Dahil hindi pa fully settled,
03:10dumalabas pa rin po ang estimates ni Jenny Ramirez.
03:13OK natin.
03:15Ito pa rin option yung pipiliin natin,
03:16Create Invoice for Selected Items,
03:18or for Different Percentages of Each Item.
03:22OK natin.
03:24Ngayon po,
03:25nakacheck pa rin yung checkbox natin sa Show Percentage
03:28at makikita ninyo
03:30yung total na percentage
03:32na naserve natin sa each item.
03:35Kaya po,
03:35malalaman natin
03:36kung ilan na lang yung kulang ng mga items natin
03:38para makumpleto ang 100%
03:41na isa-serve.
03:43Ngayon po,
03:44pwede naman natin ito i-uncheck.
03:46Tapos,
03:46ang pipiliin naman natin
03:47itong Show Quantity and Rate.
03:52Kasi po,
03:53kung ayaw yung ng percentage
03:54tulad ng sales orders,
03:56pwede po
03:57quantity yung gagalawin natin.
04:00Or,
04:01yung rate.
04:03Dito po kasi sa ating column,
04:05yung total na estimate na quantity natin
04:07ay tag to 20.
04:12Pagkatapos natin i-serve yung estimate kanina
04:13gamit ang invoice,
04:15ito yung sinerve natin.
04:18Prior Quantity.
04:19Ibig sabihin,
04:20ito po yung unang batch
04:21ng estimates na sinerve natin.
04:23Kaya po,
04:23ang quantity na column.
04:25Kung lalagyan natin ito ng quantity,
04:26kunwari,
04:2714,
04:29tapos,
04:30ito naman,
04:3117,
04:34tapos,
04:35ito,
04:3518,
04:39quantity times rate,
04:40ito po yung amount.
04:41So,
04:42ang focus natin,
04:43by quantity at saka rate,
04:45hindi na percentage.
04:47Ngayon po,
04:48kahit na set nyo na yan,
04:49tapos naka-decide kayong lumipad sa show percentage,
04:52okay lang po.
04:54I-uncheck nyo lang itong show quantity and rate,
04:56tapos,
04:57i-check ang show percentage.
05:00At makikita ninyo,
05:01base po sa quantity na nilagay ko,
05:05magiging 100% pala,
05:07yung isa-serve ko.
05:11Pwede nyo rin pagsamahin,
05:13ang dalawang option na ito.
05:15I-check ninyo,
05:15ang dalawang checkbox,
05:16itong show quantity and rate,
05:18at saka show percentage.
05:21Pwede po,
05:22para hindi kayo malito.
05:23Pero,
05:24medyo crowded po,
05:24yung ating mga columns dito.
05:30I-arrange nyo lang yung mga columns ninyo,
05:31para makita nyo lahat.
05:33Kaya ayan po,
05:34crowded yung columns natin dahil,
05:36dalawa yung chineck natin dito na option.
05:40Kung alin po,
05:41ang makakatulong sa inyo,
05:42gamitin nyo lang po.
05:43Kaya,
05:44base sa quantity na nilagay ko,
05:47yung pala yung pupuno,
05:48sa 100%
05:50ng estimate ni Jenny Ramirez.
05:54Kayo na po bala dumiskarte,
05:56kung anong item,
05:57i-saset ninyo ng percentage,
06:00base po sa pag-serve ninyo.
06:03Gamit po,
06:04ang option na,
06:09create invoice for selected items,
06:11or for different percentages of each item.
06:15Itong option na to,
06:16gumagamit po,
06:17ng per item na percentage,
06:19bago i-forward sa invoice na transaction.
06:21Kumpara po dito sa option na ito na,
06:24create invoice for percentage,
06:26for the entire estimates.
06:28Buong estimates,
06:28i-apply yung percentage dito.
06:33Kumpara po dito,
06:34pwede natin ma-manage,
06:35yung each item,
06:36sa percentage nila.
06:40Kung ngayon po,
06:41nakashow percentage tayo,
06:43tapos gusto nyo yung 100%,
06:45kung ano po yung kulang ng percentage,
06:46kung nari 30% dito sa ating total na na-serve,
06:49na percentage,
06:51lagay nyo lang dito 70%,
06:5585%,
06:56at pwede rin po itong lumampas,
06:58kunwari,
06:5998%.
07:04Pero,
07:06merong warning si QuickBooks.
07:09The amount entered for this invoice item
07:11appears to be exceeded the amount
07:12on the estimates.
07:14Pag i-okay nyo to,
07:17pagbibigyan pa rin ka ni QuickBooks
07:18na lumampas ng 100%,
07:21lalaki nga lang
07:22yung isa-serve natin
07:24sa ating customer
07:25na si Jenny Ramirez.
07:28Nasa sa inyo po ang full control
07:29ng paggamit ng percentage
07:30dito sa ating estimates.
07:34Gawin ko lang itong 90%
07:36para
07:37balance tayo sa 100%.
07:40At yun na po.
07:41May option po tayo
07:42mag-set ng percentage
07:43sa ating mga items
07:45dito sa ating estimates.
07:47Kaya i-save na natin to
07:48para ma-serve na natin
07:49sa ating customer
07:50na si Jenny Ramirez.
07:52Kung sa reports,
07:54dito pa rin tayo.
07:55Sa reports,
07:56jobs, times, and mileage.
07:58Tapos,
07:59estimates by job.
08:01At makikita natin dito
08:03yung mga estimates natin
08:04na report
08:04kay Jenny Ramirez.
08:09Tapos, yung isa pang report.
08:13Jobs, times, and mileage pa rin.
08:17Job progress invoices
08:18versus estimates.
08:21At makikita natin dito
08:22yung estimate natin
08:24kay Jenny Ramirez.
08:25Lahat mo na din percent na.
08:27Pero hinati-hati natin yan
08:29gamit yung mga option natin
08:31sa ating estimates.
08:35At dahil na-serve na
08:36yung mga estimates
08:37ni Jenny Ramirez,
08:38wala na po na papapap
08:39na available estimates
08:40dito sa ating
08:41create invoice ng window.
08:45Kaya yun po ang function
08:46or gamit
08:47ng ating estimate na transaction.
08:49Isa lang po yun
08:50sa mga example
08:51na basic na paggamit nito.
08:52Sa ating mga future lessons,
08:54marami pa po tayong paggagamitan
08:55itong estimate na transaction.
08:58At siguradong malaking tulong to
09:01sa ating operation
09:02gamit pong ating QuickBooks.
09:04Upisaan niyo ng subukan
09:05ng estimates
09:06sa inyong mga customers
09:07para magamit
09:08ang by percentage
09:09na feature nito.
09:10pтиo
09:11pto
09:12pto
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