Sunday, 30 June 2013

HOW TO MAKE SALES QUOTES:
When we have customer and inventory account than we made the sale quotes.first we go the task menu and select the option of quotes/sale order


When you click on the Quote window will appear like:


You fill the name of customer,costomer id.date,and other option than the window like this.


Now simply click to save option than file is recorded.
HOW TO MAKE SALE ORDER:
WHEN YOU SALE ANYTHING TO THE CUSTOMER THAN WE MADE THE SALE ORDER

FIRST WE GO TO THE TASK MENU AND THAN SELECT THE SALE ORDER.


when you click the option the window appear like this.


Simply you fill the all information than click the save button and file is save.

HOW TO CONVERT QUOTES INTO SALES ORDER:
SIMPLY YOU GO TO THE SALE QUOTEES.


Click on the quote a window will appear like:


Now here click on the OPEN button and all the saved quotations will appear like:


Select that specific customer’s quotation by double clicking on that and window appear:


So here you can convert this quote to sales order by clicking on the “Convert£ button. When you click on that button it will ask you this:


So here select convert to sales order and give sales order # and after that click on “OK” and this quote will convert to Sales order.

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