maintenance of quotation

MAINTENANCE OF QUOTATION 

In previous part we made purchase order through which we told our vendors that which inventory we want to purchase from them and through those inventories we make finished goods to supply those final products to our customer this all cycle is made through this Peachtree. So now we will see that how we market our products to customer so that they are enable to send us a purchase order to buy our inventories. First we have to maintain a quotation which we send to our customer to tell them about our inventories which are ready to sell and all requirements and information regarding those inventories will be mention in that quotation that at which criteria those products are sell to the customers, so those who are willing to purchase those inventories can send purchase order. Now we will see that how we will make quotation and for that purpose we open our company and can directly open the quotes either through the “navigation” key or through the upper “task” from the above toolbar. If we start through the task then go to the task menu click this and from that you will select “quotes/sales orders” after that a small window will be open as shown below in the figure in which you further select the “quotes”

As we know that this procedure can be done by another way so let’s see that how it will be done. First you will open the “navigation” key from which a chart will be appear on your screen as show below in the figure, here you can see all of the items relating to sales and purchases as you already done with the purchases procedure so now you will move to sales quotation to make a quote for your customer to tell them about your inventories and all the criteria regarding your products so everyone who want to buy them can easily send you a response through purchase order.

After opening the “sales quotes” a window will be open in front of you which are shown below. This window is just like a purchase order which we already made, as the requirements are same which we saw in making purchase order for our vendor, so here you have to mention every information regarding your inventory or those products which you are going to sell it to your customers. You have to mention the customer for which you are making this quotation then the date at which this quote has to be made then the quote number, terms and conditions of discount policy which is already present in every customer default information or if it is not there then you can edit the customer account and can enter the discounting terms which you are going to give your specific customers. Then in the below column you will mention the name of the inventory, quantity, per unit, and the last column of total will be automatically calculated. So after this all procedure you will click on “save” and this quotation will be send to that specific customer and if he/she likes it then they will send a purchase order to you after accepting all the terms and conditions of your inventory items.

So in this way you can make a quotation and send it to the customer for whom you made it, you can send this to all customer or the selected person, this is your choice. After filling all the required information to create the quotation we save the quotation by clicking on “Save”.