QUOTES SALES ORDER Sales invoice QUOTES

QUOTES

SALES ORDER

Sales invoice

QUOTES

Following Re the procedure “Quotes/Sales order”

Step no 1: Go to the task menu and click on “Quotes/ Sales order” sub menu will appear select the “Quotes”.

Following screen will appear.

Step no 2: 
1)  “Customer ID” 
2)    “Ship to”

3)     “Date”  
4)      “Good thru”

5)       “Quote no”

6)      customer PO

7) Ship via field

9) Sales Representative.

Step no 3:
                  Click on the “Save” button to save the quotes.

SALES ORDER

Process of sales order

CONVERT QUOTES INTO SALES ORDER:

Step no 1: Go to the task menu and click on “Quotes/ Sales order” sub menu will appear select the “Quotes”.

Step no 2: Click on the “Open” button. A window will appear select the quote you want to convert and click on the “Ok” button.

Step no 3: The selected quote will open now click on “Convert” button and following screen will appear.

Step no 4: Select the “Sales order” button in order to convert the selected quote into sale order.

Step no 5: Click on the “Ok” to save the sales order.

Sales invoice

To maintain sales order first of all we will click on the task bar and select the sales invoice.sales invoice is basically used for the goods which we have sold and the window of the sales invoice is as follows

In this window following things are given first of all there is id of the customer in this we write the id of the customer to whom we have sold the goods, after this we will select the date for which we have make the sale and give the invoice no.in below tabs when we select the apply to sales following window will appear which are shown below like quantity of the goods sold item type description and the per unit cost of the item

Vendor Credit Memo

Vendor Credit Memo

Following are the steps of vendor Credit Memo


Step no1.

                              Click on the task bar than click on the vendor Credit memos.

The following window will appear.

Step no 2. 
        
                 “Vendor I.D”
         
 Step no 3.

               Enter the “Date”

Step no 4. 

                   “Reference no”

Step no 6.

                     Enter the account payable ID

Step no 7. Click the “Save” button to save the transaction.

Payments

Payments

            

Payment window has many function some are following.
1) To Make Payments
2) Payments of Salaries or utilities Bills
3) Issuing or receiving of checks to vendor or customers.

Following Re the steps to make payments
.

Step no 1    Click on task bar .

The following window will be appear.

Step no 2:
                  
                     Enter the customer or vendor I.d.

Step no 3:

                         Fill the menu with the name and dress.
Step no 4:

                    Click on the Check number field  

Step no 5:

                                   Write the check no

Step no 6.

                       Write the current date in “Date”         

 Step no 7:

                          Enter the Cash Account Form.

Step no 8.

                                    Invoice Field.
Step no 9.

                          The Date due” and “Amount due”  filled automatically        Step no Step no Step no 10.
     
                          Enter the amount that u want to pay in “Amount paid”

Step no 11.

                          Click on the save button to save  

Purchase/received inventory

Purchase/received inventory

The window of the purchase/received inventory is as follows

In this window we give the id of the vendor select the date of when we received inventory and give the invoice number and below we give the quantity ,item , description, gl account ,and unit cost of the goods which we have purchased or received

General journal entries

In general journal entries we pass the entries for expenses payment and the following window will appears

In this window first of all we will set the date and give the reference number and then pass the entries

Assemblies

In this window we record the data about the goods which are being assembled and its window will appear as follows

In this window following things are given like first of all we give the id of the goods which are being assembled and give the reference after this we write the name of the product and select the date

Purchase order

                       Purchase order

Click on task than click on purchase order

In this window following shown in this bar

1) Vendor I.D
2) ID date
3) PO no
4) Shipment to
5) Unit Price etc.

 the process of To record the transaction we will first maintain the inventory item and vendor account and then record the transaction in the purchase order

Many transactions If  asked and write one by one.

How to maintain inventory item

How to maintain inventory item

Click on the maintain button a bar will be opened 

Then click on the inventory item

         

Fill the following things
1)item id
2)Description of i.d

After above following tab has to fill
1)General tab.
2) Custom fields
 3)History tab
4)Bills of materials
5) item attributes tab

General tab

In this tab set the level of
1)Pricing
 2) Last unit cost
3) Cost Method
 4) Perpetual cost method
5)After this there is UPC which means Unit Per Cost.
6) Item type Location and Weigh.

After this there will be custom field in which
1)Alternate vendor Substitution and Special Note
2)History tab
 i) Period History
ii) unit sold sales units