Peachtree. Quotes and Sales Order:

Here is the procedure that how user can create or issued “quotes”.

        

                

As you select the quotes the following screen will appear.

·        The first thing which user have to do in order to creation of quotation is to enter the “Customer ID” of that customer for whom this quotation he is creating.

·        When user create and select the customer “Ship to” field will be filled with the address of customer where the shipment will be send.

·        Enter the date on which the quotation is issued in “Date” field.

·        Enter the date on which this quotation will expire in “Good thru “field.

·        Enter the reference number in “Quote no” field. This field is used to give a unique or different code to each quotation for identification

·        Customer purchase order number can also be entered in “Customer PO” field.

·         Enter the quantity of items for quotation in “Quantity” field.

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·          Now select the item ID in the “Item ID” field. Items can be created in the maintain inventory item.

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·         Description of item will automatically fill as default in “Description” field.

·          Enter the per unit price of the item in “Unit price” field.

·         Click on the “Save” button to save the quotes.

SALES ORDER:

Here is the procedure that how user can create or issued “Sales order”.

Now here is the procedure that how user can create or issue a sales order. User can issue a new order or can also convert the quote into sales order.

         

As you select the quotes the following screen will appear.

CONVERT QUOTES INTO SALES ORDER:

In order to convert the quotes into sales order the following steps must be followed:

Go to the task menu and click on “Quotes/ Sales order” sub menu will appear select the “Quotes”.

Click on the “Open” button. A window will appear select the quote you want to convert and click on the “Ok” button.

The selected quote will open now click on “Convert” button and following screen will appear.

Select the “Sales order” button in order to convert the selected quote into sale order.

Click on the “Ok” to save the sales order.

NEW SALES ORDER:

In order to issue a new sales order the following steps must be followed:

Step no 1: Go to the task menu and click on “Quotes/ Sales order” sub menu will appear select the “Sales Order”.

As you select the “Sales Order” the following screen will appear.

The first thing which user has to do in order to creation of sales order is to enter the “Customer ID”. 

Enter the date on which the sales order are issued in “Date” 

When user create and select the customer “Ship to” field will be filled with the address of customer where the shipment will be send.

Enter the reference number in “So no” field. This field is used to give a unique or different code to each sales order for identification.

Enter the quantity of items for sales order in “Quantity” field.

Now select the item ID in the “Item ID” field. Items can be created in the maintain inventory item.

Enter the per unit price of the item in “Unit price” field.

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Click on the “Save” button to save the sales order.

Sales Invoicing:

First of all we are going to on task and select the sales/ invoicing  

After that here is following window display

This is used for sales.

·         Customer id

·         Date

·         Invoice number

·         Quantity

·         Item

·         Description

·         Unit price

After filled all requirements click on save button.