How to maintain the quotes/sales order

First of all we open the Peach tree software and then click the task menu and select quotes/sales order option:

Then click quotes this window will appear:

In this we write or enter customer id, date quote number and quantity and price doing all this, then this window will appear:

 Sales order

In task menu on quotes/sales order click it and select sales order option then this window will appear:

In this window we select quantity, items, unit price then this window will appear:

 After doing this we save it.

Prepare Vendor Credit Memo

First open a peach tree and click task option and select vendor credit memo:

When you click on it this window will appear:

To fill following information:

Enter the vendor id.

Enter the date.

Enter credit no/serial no.

Mention the quantity, item, description and unit price.

After entering the required information click on save.

When you enter the vendor ID the following window will appear:

In this window “apply to invoice no”, here you will fill following information: 

•   Item
•   Quantity
•   Quantity of returned items
•   Unit price

Then save all data by click on save button.

How to Make Payment to vendors and creditors

First go to menu and click on task button and select the payments option this window will appear:

When you click on it this window will appear:

In this window we have to fill these requirements:

•           Select the vendor
•            Enter the cheque no.
•           Date of payment
•           Quantity
•           Item
•          Account
•          Unit price

After fulfill the above information you have to save it. And if there is discount on paid amount than discount will be show in this window:

How to maintain purchase order

First open peach tree software this window will appear:

In this window we will select the option “navigation Aids”

After selecting the navigation aids the following window will be appear:

This window is showing different tab which is sales, purchases, payroll, inventory, time billing, analysis and company, etc. For maintain purchase order record we will select the purchases tab.

Then this window will appear:

In this windows put the following information:

Vendor ID: Enter or select a vendor ID.

Name enters: Name of vendor.

Quantity:  Enter the number of items being purchased.

Received: This identifies how many of the item you received.

Item: Enter or select the item ID for each item you are purchasing.

Description: Enter up to 160 characters for the description.

GL Account: Enter or select the General Ledger income account to use when recording this purchase.

Unit Price Amount:

And save the all information now.

How to maintain purchase/receive inventory

After maintaining the purchase order now we have to maintain the purchase receive inventory in this window:

 In the above window we are going to enter the date regarding those goods which the vendor is going to receive which include information about transaction invoice no and then we will save the purchase receive inventory.

MAINTAIN INVENTORY ITEM

Inventory item includes the information about the buy and sell and automatically update the quantities transaction. It also allow u to store the items you do not stock but on invoices.

First open a peach tree and click on maintain button and select the option of inventory item :

Then this window will appear:

In this we fill the information about item :

In item ID :  Enter an ID of up to 20 numerically characters or alphabetically for a new inventory item. Inventory items are listed numerically and alphabetically by ID code.                                    And in description : descriptions of item that can be used in sales or purchase transactions. And select item class according to item .

In general :the following information about item in which we tell thee

price level : we fill the price level of inventory item ,item tax type ,last unit cost ,

cost method :in this select the cost method from fifo lifo and average ,item type :in this tell about type of item ,location : in this we fill where the inventory is placed in store room.

 unit/measure ,and select the GL sales account ,GL inventory account , buyer ID etc .

In Custom fields can used to enter extra information about customers and vendors.

History : in this the history and records of transaction. It tells how many things sale and purchase.

HOW TO MAINTAIN VENDORS

First open peach tree software this window will appear :

Then click on maintain button and select vendors :

When you click on vendors this window will appear :

Maintain vendors window tells about the information of companies and those people from you purchase goods and services . This information such as :

Vendor ID and name fill in this tabs :

In general the following things includes about vendor :

Contact , account # , address of vendor , country , vendor type , telephone number and e-mail ,1099 type etc . you fill all information about your vendor .

In purchase defaults , you can record or change the information about the transactions :

Purchase rep : in this you can select the employee at purchase rep for this vendor .

Purchase acct: in this enter the purchase account for this vendor .

Tax ID # : in this you can enter the tax ID number of a particular vendor .

And the following information enter the delivery method by e-mail or in paper form etc .

 In this window you fill the custom fields to enter the record of selected vendor and custom fields names are in vendor defaults .

Now click on the history button in the Maintain Vendors window:

In the vendor since : you enter the date when your first transaction with the vendor and enter the following information like last invoice date , the last payment date when you give the payment to your vendor.

Vendor’s Default Information

How to open a default information of vendor :

First click on the maintain button and click the option of default information and then open a sub menu and click on vendor:

When you click on vendor this window will appear :

In payment terms tab : we seclect the information of standard terms and sets the default terms for purchases, and also fill the purchase account , and discount GL account .

In account aging ,we select the invoice date or due date and fill the aging categories .

In vendor default Custom fields can used to enter extra information about vendors .

In 1099 settings : we reset the accuont id of G/L of vendors etc .

HOW TO MAINTAIN CUSTOMER / PROSPECTS

After setup a company and charts of account now time to maintain customer/prospects for establish account receivable . you can enter the information about people as well as companies.

Maintain customer/prospect include the information such as :

•         Name and address information and also include the information about country, website, E-mail, telephone number, bill to address
•          Sales defaults include information of delivery method, GL sales account , etc
•          Payments defaults include payment method,
•         Custom fields in which u edit some more about customer
•          In history it includes the last invoice date, last payment date , etc

First open a peach tree and click on maintain button and click on the customer/prospects :

When u click on customer/prospects this window will appear :

In this the following things :

Enter a customer id like this 001 etc and then name of customer in this tabs :

 In general we fill the following things like contact, address, country, email, telephone and bill to address in which you given different addresses and sale tax , customer type, etc.

 In sales defaults :

 GL sales account : enter a General Ledger account for the default sales account for this customer. The delivery method ,pricing level in which we set the price of product and Sales Rep: You can enter the sales representative that has contact with the customer. In open PO # contain the number of order or order number, etc.

In payment defaults , enter the customer’s billing address ,and cardholder’s name , and select your desired options from the Payment Method and Cash Account lists. Allows you to enter a default credit card number to use for this customer,and the expiration date , etc .

To enter custom field information selected customer record, select the Custom Fields tab in the Maintain Customers/Prospects .

In history we fill the following things :

In Customer Since: enter the date when you first made a sale to the customer,Last Invoice Date: is the date of the last invoice you sent to the customer,Last Invoice Amt: is the amount of the last invoice,Last Payment Date:  is the date of the last payment you received from the customer,Last Payment Amt:  is the last payment amount you received from the customer and Last Statement Date: is the date of the last statement you sent to the customer.

                       Default information

How to open a default information of customer :

First click on the maintain button and click the option of default information and then open a sub menu and click on customer :

When you click on customer this window will appear :

In customer default these are the following options :

•         Payment terms
•        Account aging
•        Custom fields
•        Finance charges
•        Pay methods

In the payment terms we fill the standard terms ,GL sales account and Discount GL account :

In account aging ,we fill the information about invoice date, due date and fill the aging categories .

Custom fields can used to enter extra information about customers .       

In finance charges , we enter the data about finance charges ,interest rate and atc .