Sales Quotation
Quotation is printed information about the product in
which price, quantity, terms and conditions to sell are mentioned.
In order to send
the quotation to the customer, Click on Task Menu
è Quotes/Sales Orders è Quotes
è After
completing the 1st step a new window will open as shown below. This
is quote interface.
è First of all we need to select the customer ID whom the
quotation would make. Click on the Look Up button and select the customer ID.
If the Customer ID is not in the list then you have to make the customer ID
first and then select it.
Here you need to mention:
è Quantity
Here you will mention the quantity of the product.
è Item
Here you need to select the item that are shown in the
list if the item name is not available in the list then you first have to make
the inventory ID by giving it the code.
è Unit Price
A unit price is a figure, which you are going to offer
the customer.
è Terms
While looking in the figure you can see (2% 10, Net 30
days) that means if the customer will pay you the amount of credit in 10 days
then 2% discount will be allowed to him. And the net credit limit is 30 days.
è Customer PO
Customer purchase order is compulsory to mention.
I have put some figures in the given below picture to
understand how it works.
è
Here you need to select the date on which
quotation is going to made. “Good thru” date represents the limited time offer
till you mentioned. And the end you need to enter “Quote No”.
è After filling the data you need to click the save button
as it is necessary.
Sales Order
After sending
the Quotation to the specific customer, if he accepts the quotation we then
record the sales order. By recording the transaction, we reduce the inventory
in the stock and charge the customer a selling price.
For this
first go to Task and move your cursor on Quotes/Sales Orders, sub menu will open, select Sales Order by clicking on it as shown below.
è
This is how sales order window look like.
è
First we need to select the customer by clicking on look button of Customer ID.
A drop down menu will open, select the customer to whom against we are going to
record the Sales Order. If the customer ID is not in the list then you have to
make customer ID first then follow this procedure.
è
Sales Order date is very compulsory. So we need to select the date in priority
on which the transaction is going to record. Shipping date is the date on which
the good will delivers to the customer. After this we enter a Sales Order
Number.
è
Here we need to mention the Quantity of the sold item. After that we will
select the Item (product) which is going to sell. Unit price is at which we
sold the product to the customer.
è
After fulfilling the data we click on the save button.
Sales Invoicing
After recording the sales
Order the next step is to issue the Invoice against the sales to the customer.
Go to Task and select the “Sales/Invoicing” as shown below.
è This is the window displaying after the first step.
è First of all you need to select the customer ID to whom
you want to issue the invoice. In the customer ID, click on the look up button
and select the customer as we have selected in the picture below. When you
select the customer, if the sales order is already created against the selected
customer the tab in the middle will shift to the left side.
è Here in the picture, you need to select the sales order
number as we have selected here “0048” on which we already created the sales
order. Now it is time to issue the invoice to that customer.
è In the given below picture, you need to enter the
shipped quantity and also mention the unit price that needs to charged to that
customer. Date and Invoice number should be mentined.
è At the end, fill the data and save it and make sure you
have covered all the things that are necessary.
