How TO Maintain Quotes and Sales Orders

Sales Orders and Sales Quotations

We will open an existing company on peach tree and go to the task menu. There we will click on the quotes/sales order.

After that we will go to the sub menu of task menu and click on the Quotes and following window will appear.

We will save a new customer ID by double clicking on the ID bar. After saving the new customer ID following necessary information will be required.

• ·         Date(on which we are sending Quote)
• ·         Good thru Date(the order is expected to place)
• ·         Quote number
• ·         Quantity of order
• ·         Unit price of quantity

After entering all this information we will click on the save button to save it.

How to Maintain Sales Order

We will go to the task menu and in the sub menu of quotes/sales order. There we will click on the sales order option and following window will appear.

First of all we will select the customer ID from whom we are going to receive the order. After that we will enter the following information that is required to save the sales order.

·         Date of the order received

·         Ship by (date at which the order should be delivered)

·         SO No: (sales order no. is very necessary to record the sales order)

·         Quantity of order

·         Item that is required by customer

·         Unit price of that product

After that we will click on the save button to save the sales order.

How To Maintain Credit Memo

First of all we will open an existing company on peach tree and we will go to the maintain. There we will click on the credit memos.

After clicking on it following window will appear infront of you.

Here the first option is customer ID. We will select the customer if it is already exist. After selecting the customer our tab will automatically shift from apply to sales to apply to invoice.

Now we will enter  the following data.

·         Date of return.

·         We will select the invoice number.

·         Unit price

And after that we will save the changes by clicking on save button.