Vendor credit memo, Sales Order/Quotes

Vendor credit memo/Sales Order/Quotes

         When we want to return the defective or defaults goods, then we will make vendor credit memo.

Step 1:

·       Go to peach tree software

·       Open tasks, enter vendor credit memo

·       Select the vendor id, the screen will be changed from “Apply to purchase “ to  “Apply to invoice number” and the write credit no, item, quantity that return, unit price and press enter ,total price is calculated automatically.

·       Then press Alt + S.

Quotes/Sales order:

Quotes are the quotation that we are sending to our retained customer or new customer to acknowledge them to purchase a certain quantity from us.

·       Go to Peach tree software, open tasks, and enter on Quotes/Sales order, a new list of option will be appears.

·       Select “Quotes” and a new window will be appeared.

·       Select customer ID to whom we want to send, and then write Quote no. , quantity, item, and unit price total will be automatically done.

·       Then press Alt + S.

When the reply comes from our customer then we have to change our quotes to our sales order.

Go to peach tree software.

Click on tasks, and then press Quotes/Sales Order, and then on Sales order.

A new window will be appear, then we open the quotation which we want to convert into the sales order.

Then change the date and convert it into sales  order from the menu bar.

Then press Alt + S.