Sales Quotations and Sales Order

Ø  For sales quotation first we will go for the task menu and there we will select the option Quotes/sales order and then the quotes option.

Ø  When we will click on the Quotes option, following window will appear.

Ø  In this first of all we will enter the Customer id.

Ø  Then Bill to option will be filled.

Ø  After filling the both options we will go for the option Ship to in this we will put the address of shipment.

Ø  Then the option of Date, good thru and the Quote no will be entered.

Ø  Then here is the option of customer PO no and ship via, then the terms of that related product will be entered.

Ø  Then we will fill the columns here like quantity, item, description about the product, then the unit price of that product.

Ø  After that amount and job column will be filled.

Ø  Then the sales tax option, freight and total quotes will be entered.

Sales Order

Ø  In this we can convert our sales quotes to sales order directly by clicking the convert button.