Quotes and Sales Order

Quotes and Sales Order

QUOTES

           “Quotes” is the quotation which is issued by seller to the buyer on buyer demand. It’s like an offer which seller gives to buyer. It consists of details of per unit price, description of the good and the quantity of the good.

Now here is the procedure that how user can create or issued “Sales quotes”.

Step no 1: Go to the task menu and click on “Quotes/ Sales order” sub menu will appear select the “Quotes”.

 As you select the quotes the following screen will appear.

Step no 2: The first thing which user have to do in order to creation of quotation is to enter the “Customer ID” of that customer for whom this quotation he is creating.

Step no 3: Enter the date on which the quotation are issued in “Date” field.

Step no 4: Enter the date on which this quotation will expire in “Good thru “field.

Step no 5: Enter the reference number in “Quote no” field. This field is used to give a unique or different code to each quotation for identification and avoid repetition in issuance to the customers.

Step no 6: Customer purchase order number can also be entered in “Customer PO” field.

Step no 7: The “Term” field will be filled automatically when you select the customer. These terms are payment terms and created when customer account are created in maintain menu.

Step no 8: The sales representative ID can also be entered in “Sales Rep” field.

Step no 9: Enter the quantity of items for quotation in “Quantity” field.

Step no 10: Now select the item ID in the “Item ID” field. Items can be created in the maintain inventory item.

Step no 11: Description of item will automatically fill as default in “Description” field.

Step no 12: Enter the per unit price of the item in “Unit price” field.

Step no 13: Click on the “Save” button to save the quotes.

SALES ORDER

CONVERT QUOTES INTO SALES ORDER:

In order to convert the quotes into sales order the following steps must be followed:

Step no 1: Go to the task menu and click on “Quotes/ Sales order” sub menu will appear select the “Quotes”.

Step no 2: Click on the “Open” button. A window will appear select the quote you want to convert and click on the “Ok” button.

 Step no 3: The selected quote will open now click on “Convert” button and following screen will appear.

Step no 4: Select the “Sales order” button in order to convert the selected quote into sale order.

Step no 5: Click on the “Ok” to save the sales order.

NEW SALES ORDER:

In order to issue a new sales order the following steps must be followed:

Step no 1: Go to the task menu and click on “Quotes/ Sales order” sub menu will appear select the “Sales Order”.

As you select the “Sales Order” the following screen will appear.

Step no 2: The first thing which user have to do in order to creation of sales order is to enter the “Customer ID” of that customer for whom this sales order he is creating.

Step no3: Enter the date on which the sales order are issued in “Date” field.

Step no 4: Enter the date on which this sales order will be dispatched or send from the company in “Ship By” field.

Step no 5: Enter the reference number in “So no” field. This field is used to give a unique or different code to each sales order for identification and avoid repetition in issuance to the customers.

Step no 6: Select the method of delivery that how the goods will be delivered in “Ship via” field.

Step no 7: The “Term” field will be filled automatically when you select the customer. These terms are payment terms and created when customer account are created in maintain menu.

Step no 8: The sales representative ID can also be entered in “Sales Rep”field.

Step no 9: Enter the quantity of items for sales order in “Quantity” field.

Step no 10: Now select the item ID in the “Item ID” field. Items can be created in the maintain inventory item.

Step no 11: Description of item will automatically fill as default in “Description” field.

Step no 12: Enter the per unit price of the item in “Unit price” field.

Step no 13: User can also enter the freight amount in “Freight” field.

Step no 14: Click on the “Save” button to save the sales order.

How to maintain vendor credit memo

How to maintain vendor credit memo

Vendor credit memo is used to record the returns to the vendors whether on the direct purchases or on the existing invoices which have not been paid. The producer of vendor credit memo is given below.

Go to task bar menu and click on the vendor credit memo.

After this window we click the vendor credit memo option then following window will appear.

First thing is to enter the “vendor ID” in customer ID field. It is the ID of vendor from the purchases has been made. When you select the vendor the “Remit to” field will show the detail of the vendor.

Enter the date of returning goods in “Date” field.

Enter the reference number in “Credit no” field.

The “Term” field will be filled automatically when you select the vendor. These terms are payments terms and created when vendor account are created in maintain menu.

Enter the account payable ID or selected it from the list of chart of account in the “A/P account”. This is the account to which the amount due of the purchases will be charged.

When you will enter the vendor’s ID, if there is any invoices pending issued to that vendor than the below given tab “Apply to invoices no” will also be enabled. Otherwise only the tab “Apply to purchases” remain enabled.

Select the invoice number from drop down list on the apply to invoice no tab to which you want to charge the returns.

The “Item field, Quantity field, Unit price field and description field” will be automatically filled.

Enter the number of items you want to return in the “Returned” field.

Enter the “GL Account” which you want to use for this return.

“Account field” will be automatically field.

Click the “Save” button to save the transaction.

HOW TO MAKE PAYMENT TO VENDORS AND CREDITORS

HOW TO MAKE PAYMENT TO VENDORS AND CREDITORS

When you made payment to vendors and creditors in the purchases then select the option of payment from the purchases. In this below window is showing the option of payment.

After select the payment option then following window will appears. In this window you have to select the option OK.

When we click the option of OK then following window will appears. In this window you will select the option of your items.

After selecting the items then following window will appears.

This window contains the invoice number, due date and due amount etc. in this window you are also fill the check number, date, discount and amount.

In this window you can see the option of discount account at the bottom of this window. So you have to double click in this box after clicking this window the following window of maintain charts of account will appears.

Next step is to fill the option of discount as I have entered the discount 12 so that below window shows the Rs. 12 discount is deducted then the amount paid column shows the amount after deducting the amount of discount.

After discount is available only few specific time periods and after that periods you cannot avail so if you will select or changes your date from the top of this window by the option of date below window showing the all process.

After make the all process then press the save option.