accpac simply accounting 9.0 Benutzerhandbuch
Chapter 13: Selling
User Guide 13–7
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ACCPAC INTERNATIONAL, INC. Confidential
Selling Selling
Tip: You may wish to type a ship date now, so that when the
customer orders this item, you can quickly change the quote
to a purchase order or invoice.
customer orders this item, you can quickly change the quote
to a purchase order or invoice.
4. Click
Record.
Note: Simply Accounting stores the quote until you remove
it or the customer orders or purchases the items. For more
information on removing quotes, see “Changing or
Cancelling a Sales Order or a Quote,” later in this chapter.
it or the customer orders or purchases the items. For more
information on removing quotes, see “Changing or
Cancelling a Sales Order or a Quote,” later in this chapter.
Entering an Order for Goods and Services Based on a Quote
When you fill an order based on a quote that you entered into
Simply Accounting, you can retrieve the quote and change it to
an order.
Simply Accounting, you can retrieve the quote and change it to
an order.
1. In the Home window, choose Sales, Orders, and Quotes.
2. Select the customer, and then in the Transaction field, select
Sales Order.
3. In the Quote Number field, select the quote, and press the
Tab key.
4. If you want to print a copy of the sales order, choose Print
from the File menu.
5. Click
Record.
Filling an Order or Quote
Once you ship the goods or provide the services based on an
order or quote that you entered, you must change the transaction
to an invoice. When you process the transaction, Simply
Accounting adjusts your accounts and inventory levels.
order or quote that you entered, you must change the transaction
to an invoice. When you process the transaction, Simply
Accounting adjusts your accounts and inventory levels.
1. In the Home window, choose Sales, Orders, and Quotes.
2. Select the customer, and then in the Transaction field, select
Invoice.