QUOTATION AND SALES ORDER

To make sale quotation and sales order in Peachtree software firstly we click on TASK option and select Quotes/ Sales Order,

And we will select QUOTES option and the following window will appear as shown below

In Quotes

1.      We will write the Customer id to give and take orders of the customers.

2.      Date…. We will write the date at the time of giving order and goods through

3.      Quote no…. we will write the Quote no.

4.      In the yellow bar we will click on the Quantity and other tabs so that we fill the related columns with the related data. Like quantity, item, description, GL account, Unit Price, Amount.

5.      Click on Save Button.

Now to make sales order in Peachtree software firstly we click on TASK option and then we see further option Quotes/ Sales Order,

And we will select Sales Order… option and the following window will appear as shown below

In this sales order we will give customer ID, Sales Order Number another information and will save the transaction,

In Sales Order,

1.      In Customer ID . We will write the Customer id to give and take orders of the customers.

2.      Date…. We will write the date at the time of giving order and date at the ship by time.. ..

3.      Sales Order No…. we will write the sales order number.

4.      In the yellow bar we will click on the Quantity and other tabs so that we fill the related columns with the related data. Like quantity, item, description, GL account, Unit Price, Amount.

5.      Click on Save Button.