50 - Understanding Sales Work Flow in Peachtree
This video will show you the flow of sales process within a business, First step in sales process is generating quotes, then converting the quotes in sales orders and then sending invoices, based on payments made, finally money is sent to bank for deposits. Sales quotes being first step, though is optional, does not affect accounts in the background. Sales orders can either be created from scratch, or previously generated quotes can be converted into sales orders.
Users will as well learn about voiding the customer order, where a customer has to cancel an order for some reason, an important aspect of handling cancelled orders is discussed as well. Users will as well learn about customer statements, and how they are used. In forth coming videos we will learn about generating quotes, converting them into sales order and generating invoices.