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: