Process of preparing quotations and Salas order in Peachtree

In Peachtree we can prepare the quotation for our sales and also sales order.

For this purpose when we open an existing company we see a menu of “Task”  on top menu bar  following screen showing the process you will see in task menu top menu option “Quotes/sales orders”

Process of preparing quotations and Salas order in Peachtree

In Peachtree we can prepare the quotation for our sales and also sales order.

For this purpose when we open an existing company we see a menu of “Task”  on top menu bar  following screen showing the process you will see in task menu top menu option “Quotes/sales orders”

After clicking on quotes/ sales orders  you will find the quotes and sales orders submenu on the screen.

Select quotes on the submenu.

Maintaining Quotes for sales

Following window will appears on your screen it help you to maintain quotes for sales. Quotes are the written estimates of sales. it also contain the expiry of quotes and the it is convertible into the sales order so it is also help you to save your time.

This screen have the option of Customer ID

it includes the customer you have maintain in your record means previous customer prospects and newly made customer in if you want to create new customer. You just press “+” button or double left click on customer ID option and you can approach directly to “Maintain customer/ Prospects”

But if the customer’s data is maintain you just click on magnifier glass and select from the list.

It contain the option of

After clicking on quotes/ sales orders  you will find the quotes and sales orders submenu on the screen.

Select quotes on the submenu.

Maintaining Quotes for sales

Following window will appears on your screen it help you to maintain quotes for sales. Quotes are the written estimates of sales. it also contain the expiry of quotes and the it is convertible into the sales order so it is also help you to save your time.

This screen have the option of Customer ID

it includes the customer you have maintain in your record means previous customer prospects and newly made customer in if you want to create new customer. You just press “+” button or double left click on customer ID option and you can approach directly to “Maintain customer/ Prospects”

But if the customer’s data is maintain you just click on magnifier glass and select from the list.

It contain the option of