Maintaining Quote And Sales Order

Quotes and Sales Order

How to maintain quotes and sale order:

First of all, we open our existing company

Then click on Task menu from menu bar and click on Quotes/sales order

And then on quotes.

Quotes:

After clicking on Quotes, following window will appear

We have to give following information:  

    1.    Give Customer ID; if you forget to give ID then you can’t save any data.

We have many ways to search customer default window like,

·         Click + button on numeric keypad

·         Pressing Shift and?

·         By double clicking on customer ID

2. Quote number  

3. Quantity 

4.  Description

5.  Item

6.  Amount

After giving all information. Save quote.

Sales Order:

After clicking on sales order, following window appears.

We have to fill the following information:

·         Customer ID

·         Sales Order number

·         Quantity

·         Item

·         Description

·         Amount

After filling information, save all data.

Convert Quote to Sales order:

 Firstly open quote and click on convert button from header.

After this, following window appears.

Then click on convert option and select sales order option.

After this all quotes will successfully converted into sales order.