First of all select the Global from the option menu

When you select the global then following window open

From this window at point A you can select the automatic or manual system for the decimals from b you can change the decimal are required

From here we can check of the quantity and the page length as we want

From this window we can check our spell and we have option that we can automatically correct the spell and system can tell about the mistakes at once and at the time of closing and saving the data

Peachtree - Maintain Inventory Item

Maintain Inventory Item

The inventory items you buy and sell and update the quantities following each posted transaction. And also allows you to store items you do not stock other than that you enter on invoice.

To maintain the inventory additional ledgers click on Maintain Menu and then click on Inventory Item….

Following window will appear:

Enter an item ID,

 And fill description after this we fill

Item class and

Unit measure

And fill the customer fields, bill of materials

.

In which include first one is the description of the sale and purchases, item unit,

Price level 1 and cost method and weight.

We filled the alternative vendor

Substation and special notes

The next option of the history of inventory in which included  sales and purchases about this year and last year and all history in which included which is given in the inventory in which also included cost of the inventory.

Sales Quotations and Sales Order

Sales Quotations & Sales Order

Quotes

Sales Quotations are to be made in order giving the proposal to the customers or the other people to purchase the goods from the own company at the given price with the given quantities.

After opening the Peach Tree Software select the task option from the menu bar then select further ‘Quotes/Sales Order’ and added select the option ‘Quotes

  A window will open

Now select the quantity the items

And the price of the good, that price you are willing to sale the goods

And then click how to save

This is how to the quotes are made.

Sale order

later than that in order to draw the sales order select the Task option from the menu  bar and select the ‘Quotes/Sales Order’ option then further select ‘Sales Orders’

Like

A window will open

Select the Customer ID and the dates and the sales order no

Then select the quantity the items and the price of the goods to be sale. And then click save.

Or there is another way. You can make your quotes the sales order.

Go the Quotes Window like the window follows after opening

Select the open option on the menu and select the quote that you have made

Now there is a change option on the menu bar select that option after taking changes in the date good through.

The document will convert to the sales orders

A window will open

Select the Sales order

Invoice no. and select OK

In this way it is converted to the Sales Order.

Vendor credit memo

First we have select to credit memo from task bar & select vendor credit memo

We click the vendor credit memo then this window appear

Then we fill the given requirement such as vendor id

Date and credit no

Then quantity item, description

And in the end the GL account and unit price

You make sure that you must have vendor account available.

After fill the requirement of the following window

Then save it.

HOW TO MAKE PAYMENTS TO VENDORS AND CREDITORS:

                                Go to task menu select payments:

                            

               

When you select the option payments following window will appear to the computer screen 

First you have to give the vendor id

                               

Then select the date and check number to proceed further

        These all are the option on which you can enter your required or needed information

In this window you have to select vendor id number in search bar menu. Then enter the address. Then enter the cheque number, date, cash account number etc. 

Discount option 

There is an option of discount rate. When u enters that date on which you are restricted to payment then you get discount. If you will not liable to pay with in the required days then you will not get the discount. When you click on pay option then this window will show on upper side     

        

     After this discount maintaining check the pay option like following 

  

HOW TO MAKE A PURCHASE ORDER

First we will go to the task menu and select purchase order  item after that a screen will open in front of us ans we can see all information on that screen.

Here is also a other way to open the  purchase order is to first we will click on navigation and then we click on the purchase bar and then a screen will open in front of us.

First of all we will write the vendor id that is so important because without that vendor I our record will not be secured.

After vendor id we will write date of order and the date of goods though.

After that we will write the P.O number that is very important.

After this process we will enter the quantity of goods that we want and also enter the description and items of goods.

Here e will also fill two columns

·         Customer invoice number

·         Quantity

·         Items

    

·         

·         Unit price

        Amount

After entering all data you can save it.

how to maintain vendor account....

HOW TO MAINTAIN VENDOR PROSPECTS

v  After maintaining the chart of account we maintain vendor record first we click maintain button and click the vendors:

v  After clicking the vendors option the following window will appear:

v  The following section of window known as head, in which you have fill to name and id of vendor.

General tab

v  The first tab is known as general in which you have to fill some information like contact, account number, address, etc.

PURCHASE DEFAULT

v  After filling general tab then we go to purchase default tab in which purchase representative purchase account number and tax id etc.

CUSTOM FIELD

v  After the filling the purchase default tabs then we go to custom field in which office manager account etc options are given but Custom field tab allows you to change the options of this tab according to your business requirement.

HISTORY

v  history tab tells you previous record of your vendor like:

Vendor Since: Enter the date you first had a transaction with the vendor.
Last Invoice Date: Enter the date of the last invoice you received from the vendor.
Last Invoice Amt.: Enter the amount of the last invoice etc.