Sales Quotations & Sales Order

Sales Quotations & Sales Order

Quotes

Sales Quotations are to be made in order giving the proposals to the customers or the other people to purchase the goods from the own company at the given price with the given quantities.

After opening the Peach Tree Software select the task option from the menu bar then select further ‘Quotes/Sales Order’ and further select the option ‘Quotes’

Like

A window will open

Now give the Customer Id and select the dates that your offer start from which date and the good through date. And also give the quote no.

As

Now select the quantity the items and the price of the good that price you are willing to sale the goods

And then click on the save. This is how the quotes are made.

Sales Orders

After that in order to draw the sales order select the Task option from the menu  bar and select the ‘Quotes/Sales Order’ option then further select ‘Sales Orders’

Like

A window will open

Select the Customer ID and the dates and the sales order no. then select the quantity the items and the price of the goods to be sale. And then click save. Like

Or there is another way. You can make your quotes the sales order.

Go the Quotes Window like the window follows after opening

Select the open option on the menu and select the quote that you have made

Now there is a convert option on the menu bar select that option after taking changes in the date good through.

The document will convert to the sales orders

A window will open

Select the Sales order and the invoice no. and select OK

In this way it is converted to the Sales Order.

Vendor Credit Memo

Vendor Credit Memo

First of all open the Peach Tree software the existing company. From the menu bar select the task option and further select the sub option Vendor Credit Memo like

 

A window will open

Select the vendor ID from whom you want to give the goods back that you ordered after receiving those goods. And select the credit no.

After selecting the vendor select the invoice
like

Then give the amount of the goods to be returned.

Now save the information.

 

How to save Purchase Order

Purchase Order

After opening the Peach Tree Software an existing company. Go to the task option on the menu bar and select the ‘Purchase Order’ option

A window will open,

Select the Date and the Good Thru Date and give the PO number. After that select the item you want to purchase and also the quantities like

Then select the Vendor ID by whom you want to purchase the goods

Now Click on save on the Menu bar.

This is how you can make the purchase orders.