sales

                   How to make sales order/sales quotation

To open sales order Select quotes/sales order from the task menu then select sales order.

By clicking sales order following window appears on the screen.

Now write the customer id, date and sales order no then select the quantity, item and price at which you sale. Then click save to proceed. After completing this procedure again select sales/quote order from the task menu and then select quotes. By selecting quotes following window appears on the screen.

Now provide the desired information. Choose customer id with the help of look up button, date, good thru date and quote no. then write quantity, item and unit price at which you wish to sale. After providing all the information save the data.

                    HOW TO RECORD RECEIPTS

To record receipts select RECEIPTS from the task menu

By clicking receipts following window appears on the screen. First select customer name with the help of look up button. Select the date of receipt, provide reference and invoice no , then write

·         Amount due

·         Amount paid

·         Due date

After writing all the necessary information click  save to proceed.

                            SALES/ INVOICING

After opening peach tree select sales invoicing from the task bar to record the invoices.

By selecting sales/invoicing following window will appear on the screen here you have to select customer id by using look up button, write the invoice no. Then select the item give the quantity of item, its unit price and shipment date after providing all the information save the data.