Sales quotes / Sales order

Sales Quotation

Sales quotes is a written in which we discuss the information that we want to sell our products in the market. For making the sales quotes we have go to menu "task" and select quotes/sales order and select the quotes.

   After clicking on sales quotes , we see this window of sales quotes

You will fill some kind of information that is required for sending quotation to customer in this window.

Customer ID: You select the customer who demanded the information about sales quotes.

Date:               You select the date when you prepares quotes for your customers.

Good Thru:    Its mean we select the sate when the quotes expired .

 Quote No:      For your customer, you can select the quote No .If you can't select the quote No            the peach tree software select the automatically the quote no in a series.

Terms:            Terms means those conditions who give to your customer as purchases within discount period.

Quantity:     You should mention the quantity of goods that your customers are required.

Items:           Select those items that you have want to sale and the customers want to know those price for purchase.

Unit Price:    For the purpose of sale you can select the unit price of item.

Sale Tax: If the government imposed the sale tax on per unit, you can enter the tax in this field.

Sales Order

Sales order are usually the written statement .Every company must record sales order in the software when any customer purchase the goods from the company. Customer develops the sales order after analysis the quotation that the company sends to the customer.

In simple words, the sale order is a quick response to the quotation. Those customers who are loyal and old customer of the company knows all terms and conditions, they write sales order without taking quotation. If the company has foreigner customer then the company write the quotation and customer response to the quotation according to Pakistani Law.

Now we consider that company will received a sale order from that customer to whom quotation will not sent and we have to record it.

First of all, we go to task menu and click on "Quotes /sales order" and then click on "Sales Order"

This window will appear after selecting the sales order.

There are some information’s that must be fulfilled to record the sales order.

Ø  Customer Id

Ø  Date

Ø  Ship by

Ø  SO No

Ø  Quantity

Ø  Item

Ø  Unit price

Ø  Sales tax & Freight

Customer Id: You can enter the customer who gives you sale order.

Date: You can enter that date when you received sales order from your customer.

Ship By: This is the date when your customer received the goods and the sales order date expires that's why you can select the date carefully.

SO No: SO No mean sales order No. For your customer you can select the SO No .Once you can select the SO No for first customer and in any case you can't select the SO No for other customer the Peachtree software automatically select the No in sequence.

Quantity: You can mention the quantity that is required to your customer in sales order.

Item: Mention that item which desires the customer from you as goods.

Unit Price: Enter that unit price to your customer that you charged from you.

Convert Quotes to Sales Order

You can easily understand that all requirements in quotes and sales order are similar except "quotes order number" & "sales order number". It is convenient for you to convert the quote to sales order when you send the quote to your customer and he/she wills response with sale order.

For converting the quotes into sales order you can select the quote that was already prepare and sent to customer.

After selecting the quotes we see this window.

The quote that we want to convert into sales order we can do this with the help of left right arrow button.

There is a convert button when we click on it, this window will appears.

There are three requirements

Ø  Sales/invoice

Ø  Sale/invoice and print now

Ø  Sale order

Sales/invoice: When we want to convert the quote into invoice we can select it.

Sale/invoice and print now: When we want to convert the quote into sale/invoice with the option of printing we can select it.

Sale order: When we want to convert the quote into sale order we can select it.

After completed this process, we go to menu and select the sales order to see that the quote is converted into sales order with the help of two arrows