How to prepare Quotes and Sales Order

First make a Quotes

To make a Quotes select it from the tasks menu.

After selecting this window it open. Now in this menu first select the customer ID to whom you want to give Quotes or to whom you want to make customer. After selecting the ID, select the date from the date menu. Like in good thru menu it means that still this date that rate is available for the purchases. Then give the quotes no.

Now give the quantity, the item, description and the unit price on which you want to sell the goods. And then save it.

Now how to make sales order.

First select the sales order from the tasks menu.

This window will open. Now select the customer ID how want to purchased goods. After selecting the ID, select the date and give the SO. No. also give the customer purchased order no. after that give the quantity, select the item and description. And give the unit price and the software will automatically total the amount. And then save it.

There is also another way to make sales order.

This is only when the Quotes has been send to the customer. This is to convert the Quotes to sales order. Select the customer ID then select the date like on what date the customer purchased order has been received. After selecting the date there is an option of convert on the upper middle bar. Select that option and this window will open. Check the box sales order and click OK. Your sales order has been saved.

How to prepare Vendor Sales Memo

First you have to select vendor sales memo from the task menu.

This window will open I front of you. First select the vendor ID, that vendor ID to whom you want to return the purchases.

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After selecting the vendor ID, give the credit no, then select apply to inovice no and that invoice no that you have give the purchaed order. The software automatically show the item,quantity, description, e.t.c that you have already reveived from that vendor.

After that there is a tab of returned. In this tab you just write how much quantity you want to return to the vendor. Write that quantity and the software automatically sum the amount.

Then save it by select the save option. Your vendor sales memo has been saved.

How to make purchase order

First you have to do select the purchase order from the tasks menu.

 

After selecting it this window will open.

First of all you have to select a vendor from the vendor tab. It is upper left corner. After selecting the vendor there is a tab of ship to, in this tab you have to mention on what address you want to receive goods. Then the step is date. First you have to select the date, after that you mention on what date you want that goods (Good Thru).

The next thing is purchase order num. this is very important that you have to give PO No.

The next step is give the order. To give the order first you have to give quantity of the good, then the good or item that you want to purchase, then description if any. The GL account automatically selected by the software. Then the unit price that on what cost you are purchasing the goods, then the amount it will also automatically calculated by the software.

Your purchase order is complete.