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