how to maintain sales quotation and sales order

 Ø Peachtree software

v  how to maintain sales quotation and sales order

ü  There are different steps :

ü  After clicking on the quotes:

ü  Sales Quote is the statement that you are going to send to your customer and then he will send you the purchase order according to what you have offered and what he need

1.       Enter the customer Id, this will help you to identify the specific customer

2.       The Date on which you are writing this quotation

3.       Good thru, the date by which goods are needed to be delivered

4.       Quote no, the number of this quotation

5.       When you will select the customer id the term column will be automatically filled

ü  The following window will appear on your computer screen when you will click on the convert button

Select the sale order option as shown and the quotation form will be automatically convert to sale order.

v  NOTE:  enter the SO # (Sale Order number) before proceeding.

ü  Sale Order is shown below: