Sunday, 2 June 2013

SALE QUOTE AND SALE ORDER



SALES QUOTATION
v First we will go in the task menu and from there we will select the sales quotes.

v Following window will appear.

v Then we have to select the customer for which the sale quotes are being made.

v Then we will select the date on which this sale quotes is made.
v After that the goods thru date will be selected showing the date the goods will be delivered.

v Then we will enter the quote number.

v When we will select the customer the terms will be selected automatically, but they can be edited.

v Then we will fill the relevant columns which includes quantity, description and etc.


SALE ORDER
v We can convert our sales quote into sale order just by clicking on the convert button.

v Following window will appear.

v Select the sale order option and enter the sale order#. Your sale quote will be converted into sale order

No comments:

Post a Comment