peachtree-software peachtree complete accounting 7.0 Guía De Instalación Rápida

Quotes are proposals you give a customer detailing prices and terms for a 
possible sale. This is an optional accounts receivable task. Many times you 
have already established the sale. If so, you can skip this procedure and begin 
entering a sales order or invoice. Quotes can be converted into sales orders or 
invoices to save time.

Sales orders are used when your customer agrees to a sale, but you are not 
prepared to ship or invoice all or part of the order. The service or inventory 
items are ordered for the customer—either packaged by your shipping 
department or issued to your staff to schedule services. Once you issue a sales 
order, prospects are converted to customers. 

After you actually ship items or render services, a sales order can be applied to 
a sales invoice. Once the sales invoice is entered, accounting information is 
entered in the General Ledger (in accrual-based companies). Quotes and sales 
orders are not posted to the General Ledger.

In this lesson we will enter a quote for a new prospect.

From the Tasks menu, select Quotes/Sales Orders, and then Quotes.

Notice the similarities between the Quotes window and the Purchase 
Orders window. Transaction lines are entered in the middle of the 
window for this quote. The inventory item description displays on the 
lines beneath each transaction line.