User Guide

Tutorials
Getting Started Guide
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2 Select the Edit button. Peachtree displays the Select Sales Order window.
Double-click sales order 9001, for Armstrong Manor. The sales order
appears.
All the quote information displays in the sales order.
One of our sales representatives has convinced the customer to buy eight
bird house kits to place around the property. This needs to be added to
the sales order.
3 Select the Add button. A new (third) transaction line displays.
4 Type 8 in the Quantity field and press e. Select AVRY-10100 (Bird House
Kit) from the Item lookup list and press e until you reach the Unit Price
field. Accept the unit price of $129.99.
The Amount for the eight bird house kits should display as $1039.92.
The SO Total should now display $1440.06.
We need to give the sales representative credit for the sale.
5 Place your mouse pointer in the Sales Rep ID box. Press ? and double-click
the first sales rep, DBECKSTROM-01.
6 Select the Post button to record the sales order, and then press q to close
the Sales Orders window.
You can also print sales orders. One copy of the sales order can be sent to the
customer as a packing slip. A second copy of the sales order can be marked up
by warehouse personnel as verifying what was shipped to the customer and
what needs to be put on order. The marked-up copy could be given to your
accounting clerk prior to invoicing the customer for items shipped.