maintain global options

MAINTAIN GLOBAL OPTION

First we will select the option of global option.

Following tabs are present in the global option.

Ø  Two options are present. Chose the option you want to enter the decimal points yourself or you can select the automatic option and decimal will be added automatically.

Ø  In hide general ledger accounts you can hide the general ledgers you want to by just clicking on that link. Account receivable and payroll are by default already checked. So you can uncheck them.

Ø  Here the warning message is already checked in which you can uncheck.

Ø  You can also check the inactive button and the inactive option will not be present in the windows in which it was present.

Ø   by checking the recalculating option you will go in the payment account the calculations will be done.

GENERAL:

In the option below it you can by checking that option the quantity of inventory or any such other accounts where quantity is shown will not be displayed.

Ø  Smart data entry includes the drop down list display in which the lists will automatically be drop down when you will go on that particular window.

Ø  Peachtree partners are the other software’s which are being associated with the Peachtree.

Ø  In spelling checks various option are present through which we can check the spellings of the accounts which are entered. Also modified dictionaries are present.

sales qutation

How to maintain sales quotation and sales order:

Following figure will show you how to go to the quotation:

After clicking on the quotes:

 

Sales Quote is the statement that you are going to send to your customer and then he will send you the purchase order according to what you have offered and what he need.

Important points:

1.       Enter the customer Id, this will help you to identify the specific customer.

2.       The Date on which you are writing this quotation.

3.       Good thru, the date by which goods are needed to be delivered.

4.       Quote no, the number of this quotation.

5.       When you will select the customer id the term column will be automatically filled.

Now after the summon from the customer you can change this quotation into sales order just by clicking on the convert button:

The following window will appear on your computer screen when you will click on the convert button:

Select the sale order option as shown and the quotation form will be automatically convert to sale order.

NOTE: You have to enter the SO # (Sale Order number) before proceeding.

 Sale Order is shown below:

payments

PAYMENTS

 First we have to go in the task menu and from there we have to select the payments.

·        After selecting the payments following window will be displayed.

·        We will select the vendor I.D.  Invoice No, Due Date and Amount will be present.

·        After that the discount amount will be displayed.

 

 

• ·        When we will click on the pay option the payment amount will be present with the discounted amount.

·        If we delete the discount option then the amount received will be without the discount.

·        The discount account has to be made.

 

·        In case the discount is not avail by the vendor then the discount account has to be selected.

 

purchase order

Purchase order

Now we have to know how to enter purchase order entry

In navigation aid there are different heads present such as sales purchases pay off etc

Ø  In purchase account different options are present such as write check, payments, void checks and purchase order etc

Ø  While opening purchase order the following window will appear

Ø  Now the information required on window is to be full filled. First the vendor id is to be given after entering vendors id the item which is to be purchase must be given and all other required information

Ø  The most important thing in purchase order is purchase order number.

Ø  Received mean which you received from vendor. You cannot enter this into this window. For enter received quantity you should go to the navigation window and click on the purchases/received inventory.

Ø  After that to enter received entry you should go to purchase received inventory and then the following window will appear.

Ø  Give the vendor’s id and invoice number then again full fill the requirement like quantity item, description, unit price and amount.

Ø  Quantity means which you received from vendor. And then enter all the required information and click on save button.

Ø  And now from purchase order window select the item from look up button as you already make it in inventory item. By selecting the item description and GL. Acct is already updated mention the price unit and click on the save button.

Ø  And then save the given information and go to journal option to check that your account is maintained or not.

GL. Accounts are updated only when items on the purchase order are received.

vendors

Vendors

How to maintain the vendor prospect:

Vendors are the subsidiary account of account payable. We can entre the vendor’s entry in peach tree with following steps.

Ø Open the software and click on existing company. The following window will appear.

Ø Then go to maintain menu and click on the vendors.

Ø The following window appears there after.

Then enter the id and name of the vendor and give the information related to vendor and  press Alt button to save that entry.

And then there are four tabs.

General:

In this tab you give the general information about vendor and fill all the given particulars about vendor.

Then move on to next tab of purchase defaults. Give the required information.

Customer fields:

The 3^rd tab is of customer fields and fills all the given information.

The last tab is of history about your vendor.

HOW TO MAINTAIN INVENORY ITEMS?

Open the software peach tree. After clicking on the first option “open an existing company” select your company from the list and click on that. The following window will appear.

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On the top of the window there is a 3^rd option of the maintain click on that. The  following window will appear

Then click on inventory item the following window will appear.

·         in item id write the number of the id which you want to save. And by pressing ALT+S you can save the info. And click on tab button the cursor will move next.

·         Now cursor is on description.  Write the name of item in description about which you want to enter the information. And by pressing  ALT|+S the info will save. And click on tab button.

·         Now the cursor is on item class. Mention the item whether it is about service or any other thing. And press tab button.

General

·        Now the cursor is on description. In description there are 2 options one is sale and other is purchase. In case of sale you will choose sale and in case of purchase you will choose purchase. Press the tab button.

·        Cursor is now on price level. Select the price level of the item. And press tab button.

·        Now cursor is on item tax type. Write the tax amount according to the item which is charged. Press tab button.

·        Cursor is now on last unit cost. Write the price of the last unit sold. And press the tab button.

·        Cursor is now on cost method. Mention the cost method whether it is LIFO, FIFO or AVERAGE. And press the tab button

·        Cursor is now on GL. Sales account. This account and next 2 to it are already maintain in charts of accounts so any change in sales account will automatically update these accounts. Press the tab button.

·        Cursor is now on item type. Suppose if there is a description of furniture so mention whether the furniture is chair or table or any other thing. Press the tab button

·        Cursor is now on location. Write the location of the store room where the item is kept. Press the tab button.

·        Cursor is now on unit/measure. Write the unit of the item. E.g. the item is in kg or meters. Press the tab button

·        Cursor is now on weight. Write the total weight of the item. Which you considered as unit. Press the tab button.

·        Cursor is now on minimum stock. Mention the minimum stock so that our production would not stop. Press the tab button.

·        Now the cursor is on re-order quantity. The quantity at which we order for more stock and this will be higher than minimum stock. Press the tab button.

·        Now the cursor is on vendor id. Write about the person or the company to whom you purchase the items. And press the tab button.

·        Now the cursor is on buyer id. Mention the name that purchase item from vendor. This tab is complete now.

Custom field

Next is custom field when you click on that the following window will appear.

·         In this you can add the additional information about vendor, substitution and any other info.

History

·         And the next tab is history when you click on that the following window will appear.

·         All the details of the entry is here. You can check the sales  and any other  information about inventory.