Tuesday, 28 May 2013

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.




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