Thursday, September 29, 2016

Sales Cycle in Peachtree Software

  • Peachtree sales cycle starts with the quotation and after agree the quotation by the customer it will create the sales order.
  • Peachtree contains the 4 phases in sales cycle.
    • Sales Quotation(pre-sales).
    • Sales Order Creation.
    • Invoice.
    • Receive the payments.
  • Peachtree home page is shown like below : 


Sales Order Creation :

  • In peachtree sales cycle first step is sale order creation.
  • If customer agrees with the quotation sended by the supplier then only sale order is created.
  • Go to, Sales Orders --> New Sale Order.


Invoice :

  • After creating the sale order, supplier will create the Invoice for sale order.
  • Invoice is the bill for payment for purchased items.


Receive Payments :

  • After receiving the goods, customer will make the payment to the supplier for purchased items.
  • Supplier will record the payment details in his account.


Advantages :

  • Peachtree provides the simple sales cycle / process.

Disadvantages :

  • Peachtree software pick ticket and packing list option is not provided.