QUOTES AND SALES ORDER

Quotes means the quotation that we formed to offer for sales to our customer

After opening the Peach tree software there is on the main front bar task and then click the task and on the top of the list there is quotes and sales order click that

On the top of the window there is customer ID, first select the ID that you want to made quotes

On the right side of the window there is date that shows the date of that day at which you made quotes

And there is also quote no and then give any quote num

In the mid of page there is columns of quantity, item, description, unit price and total

Quantity represents the num of item

Item tells us about the item that we are going to make an offer

Description tells us about the details of the product or item

Unit price that shows the per item price

After selecting the customer id and the item selecting the window will be as above

Converting quotes into sales order

After making quotes if the customer is willing to purchase then there is an option of converting quotes into sales order

From the top main bar there is an option of   “CONVERTER” click that option and the window that is open as following

After selecting the sales order the new window of sales order is as following

Then add the relevant information that is like how much units he wants to purchase etc and then save the information by the save option.