Quotes/Sales Orders

Quotes/Sales Orders

1^st step to record the sales order is to receive “Purchase Order” if you did not receive order from the customer you need not to record the “Sales Order” but if you receive “Purchase Order” from your customer then you should record it. Keep in Mind that you are recording it for your convenience, it is not mandatory to record the sales order; you can simply record it in your Invoices. Moving on we are going to learn how to record “Quotes/Sales Orders” for this move your curser to the “TASKS” and then on the 1^st option which is “Quotes/Sales Orders” like the following picture:

Here you will find two more options one is Quotes and other is Sales Order now firstly we will discuss Quotes and then Sales Order.

Quotes

It means that you have received a purchase order but the customer wants to ask about the price, quantity that you can provide and the quality etc. Then you will record it and tell him about all the things. To record it just select the quotes, when you will click over you will find the following picture:

Customer ID: Here you have to select the Customer to whom you are going to send the quotation for the purchase.

Date: Here you have to select the date on which you have received the order.

Good Thru: Here you have to select the appropriate date on which you will deliver the goods to that particular customer.

Quote No.: it same like the serial number of your quotation book.

Quantity: some times it happen that the required quantity can not be owned by the company so in that way you have to tell the customer about the quantity that you can provide them if you can provide them all the quantity that they have demanded then you will write all quantity here.

Item: Here you have sect the ID of that item which you are going to deliver.

Description: it will appear automatically.

GL Account: it will appear automatically.

Unit Price: Here you have to write unit price of that particular item.

Amount: it will appear automatically by multiplying the unit price to quantity.

Sales Orders

Here you can save it for your remembrance, it is not necessary to record but if you will record it this will definitely help you. For this click on the Sales order and you will click the following window:

When you will receive the purchase order then you can record it for you’re your memorization.

Customer ID: Here you have to write the particular customer to whom you are going to sell your goods.

Date: Here you have to write the appropriate date on which you are recording it.

Ship by: Here you have to write the date on which you will ship the goods.

Quantity: here you have to write the quantity that is required by the customer.

Shipped: we will discuss it later.

Item: Here you have to write the ID of that item which is going to be shipped.

Description: Name of the item.

Unit Price: Unit price of the item.

Amount: it will appear automatically by multiplying the unit price with the quantity.

OR

Or you can just convert the quotation to the sale order. Open the particular Quotation and click on “convert” your quotation will convert to you sales order.