peachtree-software peachtree complete accounting 7.0 Quick Setup Guide
Lesson V—Accounts Receivable
Editing the Sales Order
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4
Peachtree displays a warning message telling us the quote is for a prospect.
Select OK to convert the prospect to a customer. The Convert Quote
window appears.
Select OK to convert the prospect to a customer. The Convert Quote
window appears.
There are three options at this point. You can convert the quote to a sales
invoice to be printed later, convert it to a sales invoice and print it now,
or convert it to a sales order. In real transactions this varies based on
your company needs and the current situation. For this tutorial we will
go the longer route to observe the complete accounts receivable process.
invoice to be printed later, convert it to a sales invoice and print it now,
or convert it to a sales order. In real transactions this varies based on
your company needs and the current situation. For this tutorial we will
go the longer route to observe the complete accounts receivable process.
5
Select the convert to Sales Order option. For tutorial purposes, change the
assigned sales order number to 9ØØ1, and then select OK.
assigned sales order number to 9ØØ1, and then select OK.
The quote is now converted to sales order # 9001. We will no longer be
able to view the transaction in the Quotes window.
able to view the transaction in the Quotes window.
6
Press
q to close the Quotes window.
Editing the Sales Order
Let’s examine the sales order.
1
From the Tasks menu, select Quotes/Sales Orders, and then Sales Orders.
Notice the similarities between the Sales Orders window and the Quotes
window.
window.