Quotes and Sales Order

QUOTES AND SALES ORDER

Quotes means the quotation that we are offering for sales to our customer. For opening sales quotations we had to click on task menu and then select quotes and sale order. as shown below:

After clicking on it the following window will appear:

Firstly we will enter customer ID, select the ID that you want to made quotes

Then at the right side of the window there is date that shows the date of that day at which you made quotes, And there is also quote no and then give any quote number.

There is columns of quantity, item, description, unit price and total

Quantity represents the num of item, Item tells us about the item that we are going to make an offer, Description tells us about the details of the product or item, Unit price that shows the per item price.

Converting quotes into sales order

After making quotes if the customer is willing to purchase then there is an option of converting quotes into sales order

From the menu select the option of   “CONVERTER” click that option and the window that is open as following

select "sales order" then click on ok.