Sales Quotation

Sales quotation made for providing the sales price and quantity information for specific time period to customer of the company. We can say that the total details about the product are mentioned in sales quotation.

How to make sales quotation

To make sales quotation in Peach tree accounting software first open your company then move your cursor to tasks tab located on the top of the window and click on it. After that you move your cursor on the first option “Quotes/Sales order” and then select the “Quotes” option.

Like this:-

                       

After applying the above procedure you will get following window. Here you provide the whole information of specific product for specific time period.

           

1-     Customer I D:-

You should select your customer id to whom u want to send quotation.

2-      Date:-

Here you will mention the date on which you made the quotation.

3-      Good Thru:-

Here you will mention the date up to this quotation is valid.

4-      Quote No:-

Here you should provide the serial quote no of quotation.

5-      Quantity:-

Here you will provide the quantity of the product.

6-      Item:-

Select the item you want to sale.

After provide all of these of thing you should move your cursor to save tab located on the top of the software windows.

Payments to vendors and creditors

 For making payments to vendors and creditors you will have to open the task option then select payments from this window after that you can see the following screen

Then by selecting the payments options you will see the window of payments like this

You will have to fill the vendor id , name , date , quantity description all the regarding information you will have to will then save it..

Purchase Order and Purchases received

PURCHASE ORDER

To make a purchase order first you move your cursor toward task tab located on the top of the software windows:-

          

And then you select the purchase order option showing as above.

After selecting the purchase order option from the tasks bar you will get the following window.

Here is the purchase order window from where you make order to you vendors.

For the purpose of making the order. You should select your vendor from the vendor id tab:-

Select the vendor id by pressing look up button you should enter the other data.

Very compulsory step is to enter PO no.

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Here you enter the PO no. and then proveide other data like qauntity, item type ,GL account and than press the save button located on the top of the winodow or press Alt key and S togathrly.

PURCHASES/RECEIVED INVENTORY

For the purpose of purchase received inventory you will follow the following steps.

1-     Selecting the tasks tab located and top of the Peachtree software windows and after that select the purchase received option.

When you select the option of purchases received you will get the following window:-

          

Here you enter the vendor id than you should provide the invoice no. than sect the PO no. after all of this work press the save button located on the top.