Friday, 23 December 2011

Maintaining Quotes/Sales orders


Firstly we can go tasks and select quotes/sales orders .after this two option will be appeared
·         Quotes
·         Sales orders


After this we can select quotes are written for a possible sales that can be presented to a new prospect record  for a customer .
Now we can select Quotes the new chart will be appeared .


In this different types of column are appeared that is
·         Customer id
·         Date
·         Good thru
·         Quote no
After this we can written quantity , items , unit price and tax no .


After this complete this information doing save and close the quotes .


Now we can select the open the new window will appeared that is select quote in this period data , refrences , amount , and customer/ prospects name will be appeared .
After this we can go to another option that is sales orders .
Select the option convert then open a sales orders chart .


After this new option will be appeared in this select one option that is convert this quote to a sales order and select the option sales order .
The serial number will be appeared and select ok . sales order chart will be appeared .
Now we can go the next option that is Sales orders .


In this we can fill the detail of the sales orders . we can record the items in sales orders for the purposes for sale .


Now we can select one customer id which we can record in quote .


After filling this information we can save this record and close it . after this you can view inventory report for your  customer for the purposes of purchases . 

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