Thursday, 30 May 2013

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.


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