Quotation and Sales Order Sales Invoicing

                                          Quotes

Quotes are the price lists in which specific amount of every product is written. It also contains the terms and conditions of the contracts.

TO record the Quotes given procedure will be followed:

First you go to the Task Bar and search the Quotes/sales Order and click the sub-bar and select the Quotes like that:

After clicking the quotes the following window will appear:

In this window select the Vendor ID to which you want to send the quotation .Write the Date on which you are writing the quotation and also the Goods Thru Date. Then write the quote No. After that put the quantity, Items, Description, Unit Price and amount. Such as:

And then save the information by clicking the save button.

                                            Sales Order

Sales Order means to sales the goods to the customers within the specified date.

To record the Sales Order go to the Task Bar click the Quotes/Sales Order and in the sub-bar select the Sales Order like that:

Click the Sales Order and the following window will appear:

Here put the information required in the window i.e. Customer ID, Date, Ship By Date (which you have to ship the order). SO Number and then the quantity, Items, Description, Unit Price and Amount and then save the data. Then click the save button.

How to convert Quotes into Sales Order?

To convert the quotes into sales order select the Quotes/sales orders from the Task. Such as:

The following window will appear:

Click the open button the following window will appear:

Here the select the quote you want to convert into sales order and press the OK button as shown below:

The quote you want to convert has been open now. Now click the convert button and the following window will appear:

To convert the quote into sales order select the sales order and write the invoice number in the Invoice #. And then click the OK to save the information.

                    Sales/Invoicing

To record sales invoicing open Peach tree Software and

go to Tasks and click on the Sales/Invoicing. Such as:

When you click on the Sales/Invoicing the following

window will appear:

Customer ID: Here first give the Customer ID from

whom you are selling. When you enter the customer id

the Apply to Sales:0.00 shifts to Apply to Sales

Orde:0.00. As shown below:

Date: Enter the date on which the sales are recording.

Invoice No.: Write the invoice number of the sales.

And then write the Items, Remaining items, Shipped Items, Description, Unit Price, and Amount.

At the end when the process is complete press the Save button to record the information.

And if there are some transactions of direct sales then open Apply to Sales:0.00 as shown below:

Here enter the Quantity, Items, Description, Unit Price and Amount and then Save the record.