How to maintain sale quotes
First open the peachtree soft we after click the tasks and
open the quotes
This window is open and enters the all information
Customer ID
Enter or select a customer ID to associate with this
invoice. Once an ID is selected, the customer's default information--including
billing and shipping addresses, sales account, ship method, payment terms, and
sales tax code--appears. To display a list of existing customers, type?
Quote Line Items
Quantity: Enter the quantity sold of this item. Once the
quantity is entered, it is multiplied by the unit price to determine the
amount. This appears for only the Product invoice template.
Item: Enter or select the item ID for each line item. This
appears for only the Product invoice template. To display a list of existing
items, type ? in this field, or select the Lookup button. To add a new item,
type + or double-click the field. This appears for only the Product invoice
template.
Description: Enter up to 160 characters for the description.
Selecting the button displays the full-length description if it is longer than
the first line.
GL Account: Enter or select the General Ledger income
account number to use when recording this sale. If you enter an item number,
the sales account you entered for the item in Maintain Inventory Items will be
the default. If you do not select an inventory item, the customer's default G/L
sales account will be used. Note: If you have the Hide General Ledger Accounts
global option activated, the G/L account field will not appear. You must select
the Journal button to display or change the account ID.
Unit Price: You can either accept the number that defaults
here when you entered an inventory item, or enter a new number. The names of
the price levels that appear when you open the drop-down list can be customized
in Maintain Default Information for Inventory Items.
Tax: This identifies the item's sales tax type. Enter a ? to
display a list of different tax types.
Amount: Peachtree Accounting calculates the amount by
multiplying the quantity by the unit price.
And all information saves
How to maintain the sale order
First open the sale order
This new window is open and put the all information
Customer ID
Enter or select a customer ID to associate with this sales
order. Once selected, the customer's default information--including billing and
shipping addresses, sales account, ship method, payment terms, and sales tax
code--appears. To display a list of existing customers, type?
Sales Order Line Items
Quantity: Enter the quantity ordered of this item. Once the
quantity is entered, it is multiplied by the unit price to determine the
amount.
Shipped: This is the number of items already shipped to the
customer (via Sales/Invoicing).
Item: Enter or select the item ID for each line item. This
appears for only the Product invoice template. To display a list of existing
items, type ? in this field, or select the Lookup button. To add a new item,
type + or double-click the field. Once an item is shipped, this field is
disabled.
Description: Enter up to 160 characters for the description.
Selecting the button displays the full-length description if it is longer than
the first line.
GL Account: Enter or select the General Ledger income
account number to use when recording this sale.
Unit Price: You can either accept the price that defaults
here when you entered an inventory item or enter a new number.
Tax: This identifies the item's sales tax type
Amount: Peachtree Accounting calculates the amount by
multiplying the quantity by the unit price.
Save
If you are using the Real-Time posting method, this button
saves and posts the displayed transaction to your journals.
JL
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