Sales quotation and sales order:

Open the peachtree and click on “tasks”, select “quotes/sales orders” as shown in the image:

Click on “quotes”, after clicking the following window will appear:

·        First you have to enter the “customer ID”.

·        Enter the date.

·        Enter Good thru date, good thru date means the last date of sending goods.

·        Enter Quote no.

·        Enter quantity; item, description and unit price of the goods and click on “save”.

After making sales quotation, go to the task and click on sales order as shown in the image:

After clicking on “sales order” the following window will appear:

When you receive an order, record that order in “sales order”.

Select customer from which you received order by clicking on lookup button. After selecting customer ID, enter the date of receiving order and date on which the goods to be shipped. Now enter the serial no.

Write the quantity, item, description and unit price of the goods to be shipped and click on “save”.

Convert quotation into sales order:

Go to the quotes:

The following window will open when you click on “quotes”

Now click on “open” to open already existing sales quotation which you want to convert, as shown in the image:

When you click on “open” an existing sales quotation will open as shown in the image:

Now open this quotation, the following window will appear:

Now change the date and click on convert button, you will see the following window after clicking on “convert”:

Select sales order and enter the serial no and press “OK”. Now the sales quotation is converted into sales order.

How to maintain vendor credit memos?

To maintain vendor credit memo, go to the task menu and click on “vendor credit memo” as shown in the image:

After clicking on vendor credit memo the following window will appear:

·        First you have to enter vendor ID or you can select an existing vendor by clicking on look up button.

·        Enter the date.

·        Enter credit no/serial no.

·        Mention the quantity, item, description and unit price. Item is selected by clicking on lookup button.

·        After entering the required information click on “save”.

When you enter the vendor ID the following window will appear:

This is the section of “apply to invoice no”, here you will enter the

·        Item

·        Quantity

·        Quantity of returned items

·        Unit price

And click on “save”.

How to save purchase orders?

Go to the task menu, and select the purchase order as show in the image:

After clicking on the purchase orders the following window will open:

 When this window will open, you have to enter the following information.

1.       First you have to write the vendor ID, if you have an existing vendor then click on the look up button otherwise type the vendor ID here.

2.       After this write the date of the order if it is not today’s date.

3.       Then write the date in good thru field.

4.       Write the purchase order number in PO No.

5.       Enter the shipping address, name, city, zip, country.

6.       After this you have to write the customer invoice no.

7.       You can also change the discount amount by entering the amount in “discount amount” field.

8.       Next field is “terms” the terms automatically change with default information.

9.       If you are making purchases on credit basis then enter the accounts payable a/c in “A/p Account” field or you can also select the account by clicking in look up button.

10.   Enter the record of each item on a separate line by providing the following information regarding each item:

·         Quantity

·         Received

·         Item

·         Description

·         GL Account

·         Unit Price

·         Amount

·         Job

Press save after entering the information of each item.