Sales Quotation and Sales Order and Sales Invoice

Sales Quotation and Sales Order and Sales Invoice

 “In Make Quotation”

Step 1:

First select the “Task” from main tab and then u selects Quote/Sales Orders” and you have two option further then u select “Quotes” like this

Step 2:

After selecting Quotes you have this on your screen

First u enter the customer id in “Customer ID” and then enter date in “Date” after that date in “Good Thru” then quotation number in “Quotes No”

After then enter the quantity of product in “Quantity” then kind of product in “Item” and then price in “Unit Price” then save it.

“Sales Order”

Step 1:

Same as you do in quotation click on “Task” then select “Quotes/Sales Order” then further select “Sales Orders” like this.

Step 2:

After select of “Sales Order you have this on your screen like this

Now you enter the customer id in “Customer ID” then date in “Date” then date in “Ship By” then quotation number in “SO No” then entry quantity in “Quantity “. Then items in “items” enter unit in “Unit Price”

Then also change the quotation in sales invoice

This completely converted to sales/invoice or sales order then save it.