QUOTES AND SALES ORDER

We can also record the sales order or Quotes. Click on tool bar of Task and then select the Quotes and then click on Quotes.

After that open a dialogue box of Quotes.

First we write the customer ID of business.

Then we write the Quantity and select the item.

Then we write the unit price of goods and then press enter to total the amount.

So important thing that we write the quote no. and this number are compulsory to as serial wise.

So, last thing is that the click on sales order. Then open a dialogue box of this sales order. And in Quotes and sales order is difference that only SO and Quotes no. are written. So, same as in this column we write the quantity of goods and select the item and write the unit price of good.

And we can convert the Quotes to sales order. Open a Quote box. Click on convert button. And open a dialogue box of convert Quote. Then click on sales order. And here that the sales Order number already shown in this box. Then click on OK

We can check the convert data in sales order to open the box and then click on OPEN button. 

 Here you can check the convert Quote into sales order.

Credit Memo

First we open Peachtree Accounting software to record the purchase return of business in vendor credit memos.  Click on tool bar of TASK then click on vendor credit memo.

So, open a diolgue box of vendor credit memo. In this memo we enter the Purchase returtn of goods whose customer has been return to shopkeeper.

So first we enter the vendor Id. If vendor id has not recorded. Then double click on the box of vendor id and then make the vendor Account. So if already made the vendor Id then click on the Vendor Id box and select the Vendor Id.

After that we select the invoice number. And then to open this column.

After that we write the item and also write the quantity of goods. Then we write a quantity of goods which customer has to returning. Then we select the type of goods. And then we select the GL (General Ledger) account and write the unit Price of goods.

Important thing that is compulsory to write the credit no…

Purchase Order

First we open a Peachtree Accounting Software for made a Purchase order. So when open a Peachtree software then build own company and when front page open of this software then click on the toolbar of TASKS and then click on Purchase order.

So open a dialogue box of Purchase order. In this we maintain the record purchases of vendor.

So 1^st we enter the vendor id. If the vendor id has not been recorded then we added the vendor id with the help of double click and click on the toolbar of maintain and select the vendors then create a vendor account. So we find the vendor id with the help of open a list to select form.

Then we select the date of purchase order. Then we write the PO NO. It’s important that the PO no is compulsory to written. then compulsory that the customer invoice number is write select the A/P.

After that the we write the quantity of goods and select the item of goods .   

Then we write the description of good which we purchase to vendor.

  

Then we select the GL (general ledger) account .

And write the unit price of good which we purchase to vendor then press enter.