Monday, 1 July 2013

How to maintain sale order, quotation and sale invoicing in Peachtree accounting software?


How to maintain sale order, quotation and sale invoicing in Peachtree accounting software?

Open your existing company, and go to welcome page.  After that go to task menu and click on sales invoicing.

It would be like this:



 

After going on sales invoice it will show you a window like this:



 

Now you have to select a sale order which you have made previously on this software.

 

When you select it, software shows you his order which he has placed from our company. Now he is making us payment for the goods. When you click on SO, it will show you a window like this:



Now click on shipped, enter delivery of goods which are delivered to the customer. Software will calculate the information automatically. Then it computes the final amount of customer. The window will be like this:



 

 

The software ask you for credit limit. Select OK then it will save you sales order.



This is the procedure to maintain sales order in Peachtree Accounting software.

 

 

 

How to maintain sale quotation and sale order in Peachtree accounting software?

Open your company in Peachtree accounting software and go to the task menu. In the task menu, there is an option of sale quotation/sale order, click on this option. First of all we look at the sale quotation:



When you click on quotes then the following window will be opened like this:



Select the customer ID and then mention the date in this record. Now go to the quantity and write some quantity as required. After that select the item your customer want to purchase. Write some description and then unit price. The system will automatically total the record and now you can save this record.

Secondly we look at the sale order:



When you click on sale order the window will be opened like this:



Select the customer and date for this record. Now write the quantity which customer want to purchase. Mention what product he wants from you. Then write some description and unit price, the system automatically calculate the price. Now you can save this order.

 

 

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