Maintain sales quotes and sales order

·      To Maintenance of Quotes and Sales order you have to do is click on the task bar and select the first option that was “Quotes/Sales Order” and click on sub-option “Quote”.

Sales Quote is the statement that you are going to send the Quotation to your customer and then he will send you the purchase order according to what you have offered and what he need.

Following are the important points:

1.       Enter the customer Id; that you have already mention in the customers prospects. This will help you to identify the specific customer.

2.       The Date on which you are writing this quotation.

3.       Good thru, the date by which goods are needed to be delivered.

4.       Quote no. the number of this quotation.

5.       When you will select the customer id the term column will be automatically filled.

Now after the summon from the customer you can change this quotation into sales order just by clicking on the convert button

After clicking on the convert button the following window will be appears in the screen named as convert Quotes.

Select the sale order option as shown and the quotation form will be automatically convert to sale order.

NOTE: You have to enter the SO # (Sale Order number) before proceeding.

 Sale Order is shown below: