00:09Dito po sa ating homepage, sa section ng Customers,
00:12pinakita ko po sa inyo na itong transaction ng Sales Orders
00:16para sa ating Customers
00:19ay mayroong option na i-close
00:22ang Sales Orders kung hindi na itutuloy
00:24o i-cancel na ang Sales Orders ng Customer
00:27o yung PO ng Customer sa atin.
00:30Which is ganun din
00:32dito sa ating Vendor section
00:34itong Purchase Orders naman natin sa kanila.
00:40Meron din po itong Mark as Close
00:47kung i-cancel o hindi na itutuloy.
00:51Kung babalik tayo dito sa Customer section
00:53itong Sales Orders may kaunting similarities sa Estimates.
00:57Isa po kaya sa kaunting similarities nito
01:01yung pag-lose or pag-cancel nito.
01:03Tingnan natin.
01:05Open natin itong Estimate na Transaction
01:08tapos hanap tayo
01:10ng Estimate na Transaction.
01:12Makikita natin,
01:14meron tayong Estimate kay Jenny Ramirez
01:15na Estimate No. 4
01:17noong March 7, 2026.
01:19Makikita po natin dito
01:21na ang option natin ay hindi Mark as Close
01:23kung hindi Mark as Inactive.
01:29Makikita nyo rin po sa linya ng ating mga items
01:31na wala po itong column
01:34na pwede natin ma-check
01:37yung mga items na pipili lang natin na
01:41isa-serve
01:41at yung mga items na hindi na itutuloy
01:43or i-hold.
01:46So, ibig po sabihin nito
01:48pag nireceive natin yung Estimates
01:49gamit ang Create Invoices
01:51na Transaction
01:54kay Jenny Ramirez
01:56kunwari, itong Estimate No. 5
02:00hanggang dito lang natin sila pwedeng
02:02hati-hatiin
02:04or unti-untiin
02:05gamit ang mga option dito.
02:11Pwede natin iserve ng 100%
02:12pwede naman mag-set tayo ng percentage
02:15para sa buong estimate
02:17or percentage sa each item.
02:21Ito po yung pinakamalapit na option
02:23sa pagpili ng mga items
02:24na isa-serve lang at hindi.
02:27By clicking Showing Quantity and Rate
02:30pwede natin i-zero
02:32or pwede po natin lagyan lang
02:33ng quantity yung mga kukunin lang natin.
02:35Kunwari, ito.
02:36Kunwari, 10
02:37since 25 yung estimate natin ito
02:40ito rin
02:4010
02:41tapos yung huli
02:42zero lang natin.
02:45Tanggalin ko muna itong show percentage
02:47para hindi crowded yung mga columns natin.
02:50Makikita natin dito
02:52yung estimate quantity natin
02:5325 each item.
02:56Ngayon yung quantity
02:59na isa-serve natin
03:00sa ating customers
03:01gamit ang invoice
03:0210 lang each
03:02tapos yung isa
03:03zero pa.
03:07Okay natin.
03:09Merong reminder si QuickBooks
03:11na merong zero amount items.
03:12Okay lang natin.
03:14Pwede pong hindi isali
03:15itong zero amount
03:16ng ating mga items.
03:18Kung pupunta po tayo
03:19dito sa menu bar
03:20by clicking Edit
03:22tapos Preferences
03:24tapos Preferences
03:24click natin.
03:26Dito pa rin tayo
03:27sa left side na menu.
03:28I-click natin itong
03:29Jobs and Estimates
03:31tapos galing may Preferences
03:33click natin
03:34ang Company Preferences.
03:37Meron itong option
03:38na nakacheck na
03:39down print items
03:40that have zero amount.
03:42Dahil nga
03:43zero amount
03:44yung ating sinet
03:44dito sa ating estimates
03:53pag pin-print preview
03:54natin to
03:56hindi po siya lalabas.
03:59Yung dalawa lang pong
04:00items natin
04:01na merong
04:01tag 10 na quantity
04:02yung lumabas.
04:05Cross natin
04:06kaya po kung galing
04:07estimate
04:07yung isa-serve natin
04:09sa ating invoice
04:09tapos merong zero amount
04:11hindi po ito
04:12masasama sa printout.
04:14Pero kung gusto
04:15yung isama yung zero
04:16balik lang po tayo
04:17sa edit
04:17tapos Preferences
04:20Jobs and Estimates
04:21pa rin
04:23galing may Preferences
04:26punta tayo
04:26ng Company Preferences
04:28tapos i-uncheck lang
04:30itong down print items
04:31that have zero amount.
04:36Okay lang
04:37at pag-print preview
04:39natin to
04:39dito sa loob ng invoice
04:45makikita
04:46natin dito
04:46na kahit zero amount
04:50pinapakita siya.
04:55Close ko muna
04:56itong invoice
04:58tapos balik tayo
04:59sa estimates.
05:02Estimate
05:03ni Jenny Ramirez
05:04tayo
05:05pwede din po
05:06natin ito
05:06i-print
05:07at ito po
05:08itura ng form niya.
05:10Gaya po
05:10ng iba pa
05:11mga transaction
05:11etong estimate
05:13natin na form
05:16pwede natin
05:16ito i-customize
05:17sa ating future lessons.
05:19Para sa ngayon
05:19gamitin muna natin
05:20etong generic
05:21na pinrobay
05:22ni QuickBooks
05:23para ma-print
05:23natin yung form
05:25ni estimate.
05:25Kaya
05:26pwede po natin
05:27ito i-print.
05:29Ang ating estimate
05:30na transaction
05:30pwede po natin
05:31ito i-cancel
05:32or i-close
05:33by clicking
05:34mark as inactive.
05:35I-click natin ito
05:36pag napili natin
05:37yung transaction
05:38o yung estimate
05:39na transaction
05:39na i-cancel na natin
05:41tapos
05:42pag napili na natin
05:45i-click lang natin
05:46etong mark
05:46as inactive.
05:49Pag maklik na natin
05:50ang mark as inactive
05:51wala tayong makikitang
05:53stamp.
05:56Yung option natin dito
05:57mark as active na
05:58ibig sabihin
05:59inactive na ito
06:01pero wala po tayong
06:03makikitang stamp
06:04or indicator
06:05na inactive na
06:06itong estimate
06:06na pinili natin
06:07estimate number 2.
06:11Para makita natin
06:12yung mga active
06:12at inactive na estimates
06:13punta lang po tayo
06:15dito sa reports
06:17tapos jobs
06:18times and mileage
06:20tapos itong estimates
06:22by job.
06:24Open natin.
06:27Makikita natin
06:28may mga check
06:29yung mga estimates
06:30na active.
06:35Kunwari itong
06:36estimate number 5
06:37kay Jenny Ramirez.
06:39Itapat natin
06:40yung cursor natin
06:41dito para
06:41yung quick zoom
06:43at dalin tayo
06:44sa transaction nito.
06:46Ayan po.
06:48Ang option natin
06:49dito
06:49ay mark as inactive.
06:52Pag-click natin
06:53ito
06:54wala po tayong
06:55stamp na makikita.
06:56Save natin.
06:59Pero
07:00kung babalik tayo
07:01sa ating report
07:02nawala po yung
07:03check nito
07:04na estimate active.
07:08Sa report lang
07:09natin malalaman
07:10kung active pa
07:11or inactive
07:11yung estimate natin.
07:13Balikan ulit natin
07:14yung estimate number 5
07:15ni Jenny Ramirez
07:18gamit ng quick zoom
07:20para dalin tayo
07:21sa transaction.
07:26I-undo natin
07:27or i-reverse natin
07:28yung mark as inactive
07:29para
07:29active ulit.
07:32Then save menu.
07:33Yes lang.
07:36At makikita natin
07:38bumalik yung check niya.
07:39Active na ulit
07:40yung estimate number 5
07:42ni Jenny Ramirez.
07:45Kaya yun pong
07:46pinagkaiba ng
07:46sales orders
07:47at saka ng estimates.
07:48Yung sales orders
07:51open natin.
07:53Meron po siyang column
07:54para sa close.
07:59Para yung na-estimate
08:00meron po siyang
08:00mark as close
08:01or mark as active
08:02na button.
08:07Ayan po.
08:11Kaya po gamit
08:12ang information na ito
08:13sa pagkakaiba ng
08:14sales orders
08:15at saka ng estimates
08:15malalaman nyo po
08:16kung anong transaction
08:17ang mas makakatulong sa inyo
08:19para maserve
08:20ng tama
08:21ng ating mga customers.
08:23Do you do ?
08:23Do you do that?
08:23Where the data is?
08:23do you?
08:23Man
08:23file?bn
08:24angimoto
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