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.
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