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.