HOW TO MAINTAIN QUOTES AND SALES ORDER

“HOW TO MAINTAIN QUOTES AND SALES ORDER”

In order to maintain the quotes, firstly we open the task menu and select the first option QUOTES/SALES ORDERS and then show the sub heads and select the option “QUOTES”. then the following window will appear.

After click on the Quotes following window will appear. Then we will fill the required information in this window which are given below :

·       Customer ID: we must write the customer ID in this option.

·       Date: write the date in which we make the quotation.

·       Good thru: In this option enter the date on which quotation will expire.

·       Quote no: write a reference no in this option for each quotationto make it different from other quotations.

·       Item: write the item ID in this option which we have created in the maintain inventory items.

·       Quantity: write the quantity of items in this option for quotation.

·       Description: this option is automatically fill when we enter the ID.

·       Unit price: write the per unit price in this option.

After that we can change the quotations into sales order we can press the “CONVERT” button . which are seen in the below window:

After clicking on the convert button the following window will appear. Then click on the sales order and mentioned the SALES ORDER no and then press the “OK” button.

SALES ORDER

To maintain the sales order, firstly we open the option “sales orders” the following window will appear . In this window we fill the required information which are given below:

·       Customer ID

·       Date

·       Ship by

·       SO no

·       Description

·       Item

·       Unit price.

Then press the “SAVE” button to save the information.

“SALES INVOICING”

In order to maintain the sales/invoicing , firstly open the peachtree software and go to the “TASK MENU” and select the option SALES/INVOICING then the following window will appear:

                                              

After selecting the option sales/invoicing the following window will appear:

     

In this window we will enter the following required information which are given below:

Customer ID

 Date

 Invoice no

 Quantity 

item

Unit price

And then press the SAVE button to save the all information.

“RECEIPTS”

In order to maintain tha receipts, firstly go to the “TASK MENU” and select the option “RECEIPTS” then the following window will appear:

    

After clicking on that option, the following window will appear:

In this window we will enter the following required information which are given below:

Customer ID

 References

 Receipt number

 Date

Receipt amount

Cash account balance

After entering all the required information press the SAVE” button to save all the information.