Sunday, 16 June 2013

Quotes and Sales Order



Quotes and Sales orders and receipts

Quotes states the price list of specific good, terms and conditions that are sent to prospects in respect to attain them.
Sales order states the quantity of good ordered to be sold.
Quote window is opened by selecting the quote/sales orders option shown at top of the task tab and sub-select the QUOTE option and in this window we will select a specific customer ID, if not exists we will make a new ID for that, select a specific date, enter the price of the desired quantity of goods as shown below


AND WE SAVE IT ALL.

SALES ORDERS
In order record the sales order we will open sales order window by selecting SUB-OPTION of sales order option of task tab. We will select a customer ID, the date of order, give it a specific sales order number, the quantity and per unit cost

How to convert quotes into sales order
Quotations can also be changed into sales order by selecting the customer id and then click on the convert button shown in menu bar as following



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