Maintaining Quotations and Sales orders

To maintain quotations and sales orders, click on the option “Tasks” and select the first option from drop down menu “Quotes/sales orders” , and for quotations select the option of Quotes from side  menu like in the following window..

After clicking on the option of Quotes ,the following window will appear

In this window, first of all you have to give “Customer ID”, without giving customer ID you cannot save any record..There are following different ways to reach the customer default window

1) Press the + icon from numeric keypad

2) By double clicking on customer ID’s front field

3) By pressing Alt+?

4) By clicking on lookup button and click on the “NEW” icon

you can add the customers in customers default by using any of these keys. If you have already save the data of your customers you can reach it by simply clicking on the lookup button..By clicking on lookup button you will see your saved customers as shown below

When you will select your customer then you will have to fill the “Ship To” field with the name and address of your customer,as shown below

After that date of quotation will be selected and enter the date of “Good Thru” which tells us when the quotation will expire..and after that a “Quote No” ,this is used to give different numbers to your different customers..

In the “Customer Po”,you will write the purchase order number of your customer.and in “Ship Via” you will select the delivery method..and the “Sales Rep” field is to enter  the sales representative ID..

There are few columns below Quantity,Item,Description,Unit price,Tax,Amount  and Job..

In the “Quantity” column  you will enter the quatity of items for quotation,and in “Item” column there wil be a lookup button from where you will choose your item..In “Description”column,if you wrote any descrition in maintaining inventory then it will automatically written,if not then you can write there..In the “Unit Price” column you will select any price level which you will choose in maintaining inventory items..Amount will be automatically calculated..you can also enter the freight amount in “Freight” field..

After doing all the things click on the”Save” button to save the quotation..

SALES ORDER

In order to record sales order ,click on task icon then again on Quotes/sales order and select the sales order from the side menu like below..

After clicking on sales order the following window will appear

In this window, first of all you have to give “Customer ID”, without giving customer ID you cannot  save any record..There are following different ways to reach the customer default window

1) Press the + icon from numeric keypad

2) By double clicking on customer ID’s front  field

3) By pressing Alt+?

4) By clicking on lookup button and click on the “NEW” icon

you can add the customers in customers default by using any of these keys. If you have already save the data of your customers you can reach it by simply clicking on the lookup button..by clicking on lookup button you will see your saved customers like below

When you will select your customer then you will have to fill the “Ship To” field with the name and address of your customer,

After that date of quotation will be selected and enter the date of “Ship By” ..and after that a “SO No” ,this is used to give different numbers to your different customers..

In the “Customer Po”,you will write the purchase order number of your customer.and in “Ship Via” you will select the delivery method..and the “Sales Rep” field is to enter  the sales representative ID..

There are few columns below Quantity,Item,Description,Unit price,Tax,Amount  and Job..

In the “Quantity” column  you will enter the quatity of items for quotation,and in “Item” column there wil be a lookup button from where you will choose your item..In “Description”column,if you wrote any descrition in maintaining inventory then it will automatically written,if not then you can write there..In the “Unit Price” column you will select any price level which you will choose in maintaining inventory items..Amount will be automatically calculated..you can also enter the freight amount in “Freight” field..

After doing all the things click on the”Save” button to save the quotation..

Convert Quotes into Sales order

You can also covert your quotation into sales order easily..First of all open the quotation window and click on the “OPEN” icon which is located in the upper bar..by clicking it you will have the following window

This window will shows you all the quotation which you have made.we save the one quotation so there is one quotation showed..select the quote and click on “OK” button..

After that click on the “CONVERT” button which is also in the upper bar..but clicking on convert button the following window will appear..

At that window dot  the “SALES ORDER” option,and enter a serial number,serial number is must if you will not give any serial number it will give you an error..after writing the sales order number click on “OK”..and your quotation will successfully be converted into sales order..