Tasks, Quotes/Sales Orders

First of all you select the OPTION on the tool bar, and click the option off View Navigation Aid.

If you select the view navigation aid. After that appear the new bar, we select the SALE option and click it.

Quotes

In this window the following features will appear in front of you and you can select the “Sales orders” from this window and also selecting by clicking the “tasks” option from the menu .which is also shown in the window below.

We select the QUOTES option and click it. Quotes are estimates for goods and services that you provide to your customer.

After selecting quotes option, select a customer. Peachtree will fill in the header fields with Information from the customer’s record. We give Quotes No. this number is necessary.

After that we give the information about product. Give the Quantity, and select the item and last we give the units of item. After completing information we SAVE the all data.

Sales Order

We have clicked the “SALES ORDER” option, and click it.

A sales order is a document containing a list of items or services your customers want to buy from you. You might think of it as representing intent to sell.

After selecting we give all information about order. We select Quantity and select item, and last one we give the units price about item.

Convert: QUOTE TO SALE ORDER

Open the quote, and click the Convert button in the toolbar. This opens the Convert Quote window. After you convert the quote, it will disappear from lists of quotes and appear as the type of transaction you converted it to.

 After clicking convert option, we select the option of sales order and click ok button.

All quotes easily convert to sales orders.