Create and modify quotes and proposals in Peachtree:
In the module of “Customers & Sales”, right below the “Customers” box, we will find the “Quotes & proposals” box. By clicling in this box, several options will appear. These are:
“New Quote”: By choosing this option we will access to the window to create a new quote. We call the customer in the upper-right part of the window, in “Customer ID”. We define the shipping address in “Ship to”, in case the shipping address is different from the mailing address. We enter the date in the “Date” option, and we enter the expiration of the quote in the “Good thru” box. The quote number is assigned directly by Peachtree . In the middle of the window, we can see several options; these are: “Customer PO”, Ship Via , “Terms” and “Sales Rep”. All this information is filled out automatically according to the parameters specified when the customer was created, with the exception of “Customer PO”. After these options are filled out, we proceed to enter the quote information related to quantity, product, description (it comes directly from the inventory item quoted if gven the case), unit price, total amount, and below that, in the same column, the sales tax.
To edit and modify, we click in the “Quotes and proposals”, and look for “View and edit quotes” When choosing this option, a drop-down list will appear, and when we find the quote or proposal to be modified, we double-click on it making the original window appear with the information entered previously, now to be edited.
In the same box, “Quotes and Proposals” we will find the options “New Proposal” and “View and Edit Proposal”. The procedures for working with proposals are exactly the same that the ones for quotes.