Quotes/Sales Orders

Quotes: Quotes are usually written on the request of buyer (our customer) in which we gives detailed information about our product that we sell in the market.

To make Quotes In peach-tree you have to go tasks manu and open Quotes/Sales Orders and then click on Quotes…

When you click on quotes... the following window will appears on screen

In this section you have to fill some information to send quotation to customer when he required:

Customer ID: Here you can select you customer who required quotes information

Date: In this section you can select the date when you prepare quotes for customer

Good Thru: Here you can select the date when this quotes expire for this quote no.

Quote No. Here you can select quote no. for customer and this quote. If you not select quote no. this peach-tree software will auto select quote no. in a series.

Terms: Terms that you want to compensate to your customer as purchase within period discount.

Quantity: In this section you can enter the quantity that your customer required.

Items: select items that you have and your customer want to know about those price for purchase.

Unit price: select unit price for your item for sale.

Sale Tax: if there is a sale tax imposed by government on per unit product that you sell in the market, you can enter it in this section.

Sales Order:

                Sales orders are the written statement. Company record sales orders in the software when customer wants to purchase goods from company, usually customer make sales order after carefully reading of Quotation that sent by company to customer. We can say that sales order is a response to Quotations. But customer can write sales order goods without taking quotation, if he is the loyal and old customer of company because he already knows all terms and conditions of company. If company has a customer abroad then company must write quotation and then customer response to the quotation as sales order (according to Pakistani law for goods).

Now we assume that company received a sales order from that customer to whom quotation is not sent and we have to record sales order in peach-tree software.

First of all you have to go on task Manu then click on Quotes\sales order... and then select Sales order from its sub Manu. This procedure is given below in the image

When you select Sales Orders… the following window will appears

Here you have to give some important information to record sales order in the software.

Customer ID: Here you can select you customer who gives you sales order.

Date: Here you can select date when you received sales order from customer

Ship by: Select this date carefully because this is the date when you have to send goods to your customer and your sales order expires.

SO No: Sales order number you can select for your customer. Once you select sales order number first time for your customer then another time when you blank this field the software will automatically fill it with series that previously written.

Quantity: Here you can only enter quantity that your customer required in the sales order.

Item: Select item that your customer wants to purchase from you as goods.

Unit Price: Enter a valid unit price that you tell to your customer.

Sales Tax and Freight: Enter sales tax imposed by government on per unit sale and if you enter sales tax then you must select General Account for Sales tax.

Enter freight charges that company bears to dispatch goods to the customer’s place.

Convert Quotes to Sales Order

In the above discussion you can easily understand that all fields in quotes and sales order are same except quote order number and sales order number. So it is possible that when you send quotes to your customer he will response with sales order then it is easy for you that you can convert your quotes to the sales order.

Now we assume that we already prepare and send quotes to the customer and he response with sales order.

To convert your quotes to sales order you have to visit and select quotes that you already prepare and send to customer as below this procedure explained with image.

Then the following window will appears

You can use left and right arrow button  key to select quotes that you wants to convert.

Click on left button to select previous quotes

In this window there is a Convert button above in the picture when you click on this button the following window will appear

There are three options:

Sales\Invoice: Select it if you want to convert your quote into sale/invoice.

Sales/Invoice and Print now:  When you want to convert you quote into sale/invoice with printing option you can use this option.

Sales Order: when you want to convert your quote into sales order then select this option, there you have to give sales order number otherwise computer automatically fill with previous series. When you select sales order and give sale order number then click on ok button.

When this process is completed, go to the sales order again to see your converted sales order with the help of two arrows. This procedure is given below.