HOW TO MAINTAIN SALES QUOTATION AND SALES ORDER ON PEACHTREE SOFTWARE

In this we know how the quotes are issued and create in the business.

Step no 1

Open the Peachtree software and click on “TASKS MENU”, select “QUOTES/SALES ORDERS” as shown in the picture:

Step no 2

Click on “QUOTES”, after clicking the following window will appear:

Step no 3

1.     First you have to enter the “CUSTOMER ID”.

2.     Enter the DATE.

3.     Enter GOOD THRU DATE, good thru date means the last date of sending goods.

4.     Enter QUOTE NO.

5.     Enter QUANTITY; ITEM, DESCRIPTION AND UNIT PRICE of the goods and click on “save”.

SALE ORDERS

Step no 4

After making the sales quotation you go to the task menu and click on sales order as shown in the picture:

Step no 5

After clicking on “SALES ORDER” the following window will appear:

Step no 6

When you receive an order, record that order in “SALES ORDER”. Select customer id from which you received order by clicking the lookup button or write his/her id no. After selecting CUSTOMER ID, enter the DATE of receiving order and date on which the goods to be shipped which is name as SHIP BY. Now you want to enter the SERIAL NUMBER of goods. Write the QUANTITY of the product, ITEM name, DESCRIPTION of the item and UNIT PRICE of the goods to be shipped and click on “SAVE” button to save the data in your books.

CONVERT QUOTES INTO SALES ORDER:

When you are going to convert quotes into sales order following steps are going to be done which are shown below step wise:

Step no 1

Go to the task menu and click on “QUOTES/ SALES ORDER” sub menu will appear select the “QUOTES” as shown in the picture.

Step no 2

After clicking on the “QUOTES” following window appear:

Step no 3

Now click on “OPEN” to open already existing sales quotation which you want to convert, as shown in the picture:

Step no 4

When you click on “OPEN” an existing sales quotation will open as shown in the picture:

Step no 5

Now click on this quotation, the following window will appear:

Step no 6

Now you want to change the date and click on convert button, you will see the following window after clicking on “CONVERT QUOTE”:

Step no 7

Now you want to convert it then click on sale order and write the SO#NO. Now the sales quotation is converted into sales order.

Step no 8

There are three requirements in convert quote which are:

1.     Sale/invoice: When you want to convert quote then we select sale/invoice to convert it into sale/invoice.

2.     Sale/invoice and print now: When you want to convert the quote into sale/invoice and print now we select this option.

3.     Sale order: You select this option when you want to select the sale order option to convert the quote.

Sale/invoice

When we want to convert quote then we select sale/invoice to convert it into sale/invoice.

Step no 9

Go to the task menu and click on “SALE/INVOICING” sub menu will appear select it as shown in the picture.

Step no 10

Sale invoice includes:

·        Customer id

·        Date

·        Invoice no

·        Customer purchase order

·        Sales rep

·        Quantity

·        Items

·        Description

·        Unit price

·        Amount