SALES QUOTATION AND SALES ORDER

                       SALES QUOTATION AND SALES ORDER

Quotations are only information no entry is made for them. Quotations are made by sellers to buyer. 

Quotation window will open from task menue by clicking on quotes/sales order.

Here you have to give following informations:

Customer id

Date

Quote no

Quantity

Item

Description

Unit price

Tax

Amount

And click on save to save it.

SALES ORDER

Sales window will open from task menue by clicking on sales order from quotes/sales order.

Here you have to give following informations:

Customer id

So no

Quantity

Description

Unit price

Tax

Amount

And click on save to save it.

VENDOR CREDIT MEMO

                          

                                        VENDOR CREDIT MEMO

Vendor credit memo is prepared for maintaining purchase returns.

Vendor credit memo will open by clicking on vendor credit memo from task.

Here you have to write:

v  customer id

v  date

v  credit no

v  Quantity

v  Item

v  Description

v  G.L a/c

v  Unit price.

Amount.

And click on save to save it.

DEFAULT INFORMATION, CUSTOMER

                                 DEFAULT INFORMATION, CUSTOMER

To maintain default information, customer you have to select default information from maintain menu and then click on customer.


When you click on customer a window will open , where  you will see different tabs .

 In first tab you will see different options whose information are as follows:

• C.O.D : This is the shortest form of  cash on delivery. When we click on it, it means that receipt will be on the delivery of payment.
• PREPAID : It means that payment will receive before delivery.
• DUE IN NO OF DAYS : As you click on it different blanks will open, where first option is net due in

days (for days  that are granted for payment), second is discount in days( for days to discount of sales) , third is for discount rate setting, and last is for credit limit.

There are two ways to maintain it first is invoice date, in it the counting of days will start from the date of sale.
Due date, this tab is for account aging. 

How to make Payment to vendor

How to make Payment to vendor

To make Payment to vendor from Task menu select payment.

A new window will open

Firstly enter hat vendor id to whom the payment will be made and then fill the respective check #. After that enter the date on which the payment is made. If you are making payment with in discounted period then the discount head will show the respective discount amount that you are getting in this way

If payment is made after the discounted period then discount head will show nothing and you will have to make full payment. As shown below

If you made payment with in discounted period then you have a purchase discount in your chart of accounts. This account shows company’s other income.

And the last in last column ( pay) use check mark to show payment is made.