Quotes,Sales Order and Sales Invoicing

QUOTES, SALES ORDER AND SALES INVOICING

Quotes are list which contains all details regarding the products which a company offers to any other company or its customers. As the companies record today all its records and information in the different software like Peachtree. Quotes are also save in the Peachtree software by this procedure:

v First of all start your Peachtree software and go to the TASK BAR you will se at the top QUOTES/SALES ORDER.

v When you click on the quotes and sales order you will see two options write in right side like this

QUOTES

SALES ORDER

v First of all select QUOTES. When you will click on quotes the following window will appear on your screen

v In this window enter some necessary information which is

§  Customer ID

§  Date

§  Good thru

§  Quote no

v After that enter QUANTITY, ITEM, DESCRIPTION, UNIT PRICE.

NOTE:

Customer ID means the ID of that customer to whom the company is going to send a quote.

Date on which the company send quote to its customer.

Good thru means the date on which the company will send the goods if the quotes will have been approved or change into sales order.

v And then click on SAVE button to save this record.

SALES ORDER

When our customer or the to whom we send the quotation agree to buy things that we mention in the quotation we make a sale order of all that things to make a record of that sales

v First of all click on sales order write below the quotes

v When we will click on the sales order we have this below window on our screen

v

v Now put all necessary information in it

§  Customer ID

§  Date

§  SO No

§  Quantity

§  Item

§  Description

§  Unit price

§  Amount

v The procedure to make sales order has been completed.

v We can also convert QUOTES into SALES ORDER from this procedure.

Ø When we make QUOTES if we see at the top we see a word written there CONVERT just click on it

v When we click on the word convert the screen will below like this

Click on SALES ORDER and then press Ok and now our QUOTES are directly converted into the SALES ORDER. And SALES ORDER NO is necessary to put here.

v For check go to SALES ORDER and click on the OPEN

v If there is any record of customer for whom we are making SALES ORDER then our QUOTES are converted in to SALES ORDER.

v If we double click on it all this information we have on the window on SALES ORDER like this

SALES INVOICING

To record SALES INVOICING on Peach tree software first of all go to the TASK menu and click on SALES INVOICING

v When we click on it the screen will become like this

v Now we will start entering data in this window. First of all we select CUSTOMER ID when we will select CUSTOMER ID we have the window like this

v Now write DATE,INVOICE NO and select SO No and then click on APPLY TO SALES

v Now enter

§  Quantity

§  Item

§  Description

§  Unit Price

§  Amount

We can also check whether it has been recorded or not. Click on OPEN if there is any information there it means that the sales invoice has been recorded.