HOW TO MAINTAIN QUOTES AND SALES ORDER

HOW TO MAINTAIN QUOTES AND SALES ORDER

Firstly we open Peach tree and then open an existing company as before. Then click on the top of right side “Task” then click on “Quotes/Sales orders” it will show sub-heads then click on “Quotes” like this;

By clicking on Quotes it will shows you this;

After that you have to fill necessary items;

1.     Customer ID

(Write customer id)

2.     Date

(The date on which the quotation is made)

3.     Good Thur

(Enter the date on which the quotation is going to expire)

4.     Quote no

(Write reference no in this box for quotation and write different references for each quotation)

5.     Item

(Write the Item which we have created in the inventory account)

6.     Quantity

(Write the quantity given for quotation)

7.     Description

(It will automatically filled when you will give the id)

8.     Unit price

(Write the unit price)

We can change the quotations in sales afterwards by clicking on the “Convert” option it will appear you this box;

Click on sales order option and then press “OK”.

Then in order to maintain the “Sales order” click on sales order option it will appear you;

Then you should fill the necessary items;

1.     Customer ID

2.     Date

3.     Ship no

4.     SO no

5.     Description

6.     Item

7.     Unit price

After this click on “OK” to save all information.