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.