Maintenance
of sales quotes and sales orders:
· Maintenance of Quotes and Sales orders.
Select the task option from the toolbar and click on “Quotes/Sales Order”, and click on the sub-option “Quote”.
·
Sales Quotations are to be made to give the proposals to
the customers or other people to purchase the goods from the 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’. After clicking on “Quotes,”
a window will appear.
·
Now give
the Customer ID and select the dates that your offer starts from, which date, and
the good through date. And also give the quote no.
·
Now
select the quantity the items and the price of the goods that you are
willing to sale the goods.
Sales Orders
·
After that, 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’
·
A window will appear
·
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 sold. And then click save.
·
Or there is another
way. You can make your quotes for the sales order. Go to 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 making 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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