How to make sales quotes:

When we have inventory and customer demand from us the detail of items. So we make “sales quotation”.

Click on the “Task” quotes/sales order then “Quote”:

When you click on the Quote window will appear like:

You fill here the “Customer ID, date, goods through date, quantity, quote No and unit price”. After you fill these entire information window will look like:

Now simply click on the “save” button and this quote will be saved.

How to make sale order:

When we have to make sale to any customer, we make “Sale order”.

For this first click on the “Task” quotes\sales order and then “Sales order”:

When you click on the sales order window appear like:

In this you select the “Customer ID, Date, ship by, SO NO, Quantity, item, and Unit price”. After filling this information just click on the “save” button or type “ALT+S”.

How to convert Quotes into sales order:

When a customer satisfied with our sent quotation and makes a purchase order on you than you also have to make a purchase order. The simple way for us is to convert the sale quote into sale order.

Click on the Quote\sales or and then on Quote:

Click on the quote a window will appear like:

Now here click on the “OPEN” button and all the saved quotations will appear like:

Select that specific customer’s quotation by double clicking on that and window appear:

So here you can convert this quote to “sales order” by clicking on the “Convert£ button. When you click on that button it will ask you this:

So here select convert to “sales order” and give sales order # and after that click on “OK” and this quote will convert to Sales order.

Thank you..!