Sales and purchase order
Go to the task menu and click on sales/order sub menu will open, select the option
. Quotes window will open. First thing to is to enter the Customers ID. The field will be automatically filled with the information of the customers whose ID was entered.
The ship to field will be filled with the Customer address; the address can be changed nessicarly to where the goods will be send. Enter the date on which the quotation is issued. Enter the date till this quotation will be valid. Enter the reference number in the “quote no” Customer Purchase Order No. can also be entered in the “customer po” field. Select the method of delivery of the goods in the “ship” drop down menu. The terms field will be automatically filled when you will enter the customer ID in the “Customer ID” field Enter the Item ID or select it from the list in the items id field, Items are created in the maintain inventory items. After that we will enter the amount, quantity ant the software will calculate the amounts automatically Click on the save Button to save the Quote.
The ship to field will be filled with the Customer address; the address can be changed nessicarly to where the goods will be send. Enter the date on which the quotation is issued. Enter the date till this quotation will be valid. Enter the reference number in the “quote no” Customer Purchase Order No. can also be entered in the “customer po” field. Select the method of delivery of the goods in the “ship” drop down menu. The terms field will be automatically filled when you will enter the customer ID in the “Customer ID” field Enter the Item ID or select it from the list in the items id field, Items are created in the maintain inventory items. After that we will enter the amount, quantity ant the software will calculate the amounts automatically Click on the save Button to save the Quote.
In order to convert the Sales Quote into Sales Order following steps must be followed:
Click on the open tool bar the page will open select the Sales Quote you want to convert and click on the ok button
1. Convert to Sale/invoice
2. Convert to Sale/invoice and Print now
3. Convert to Sales Order
We will click on the third option and save it. Your Sales Quote is now converted to Sales Order. This is shown as under.
Sales order issue
Go to the task menu bar and click on quotes/sales a sub menu will open select the sales order option. Sales Order page will open.
The ship to field will be filled with the Customer address Enter the date on which the Sales Order is issued date field. Enter the date on which the Sales Order Enter the reference number in the so no field. After that we will enter the freight amount. Quantity and the software will calculate the amounts automatically. Then we will save the transaction by clicking on the save button.
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