Sales Quotation and Sales Order and Sales Invoice

Sales Quotation and Sales Order and Sales Invoice

Sales quotation and sales order and invoice is made by going to the peach tree software and click on the task button and selects the QUOTES/SALES option after that a sub option window will appear and we selects the quotes option as shown below:

After selecting the quotes the following window will appear :

This window is showing information which we have to fill which are as follows:

   Customer ID: 

   write the customer ID in this feild.

       

      Date:

   enter the date in which we make the quotation.

      

   Good thru: 

   In this feild write the date on which quotation will expire.

      

   Quote no: 

    enter a reference no in this option for each quotation to make it different from other quotations.

       

   Item: 

   write the item ID in this feild which we have created in the maintain inventory items.

       

   Quantity: 

   write the quantity of items in this feild for quotation.

      

   Description: 

   this feild is automatically filled when we enter the ID.

      

   Unit price: 

   write the per unit price in this feild.

SALES ORDER

In order to maintain the sales order,  we go to  the option “sales orders” the following window will appear . In this window we enter the Data about the information which are as follows:        

Customer ID

·       Date

·       Ship by

·       SO no

·       Description

·       Item

·       Unit price.

Now press the “SAVE” button to save the information.