MAINTAIN GLOBAL OPTION

Open a Peach tree account and go to task menu and click on “GLOBAL option”

A new slide will appear maintain global options.

In this following tabs are present

ACCOUNTING

Here two options come decimal or automatic you chose one to enter your data. In hide general ledger account you hide some account which you want be hide just click on that option. In other option they show warning if you not save your data then you lost the whole data.

GENERAL

Improve performance in this first option is already checked. Next smart data entry here you go to automatically other window which you want to. you can also change your color scheme of your window.

PEACH TREE PARTNER

This is the other software which is associated with Peach tree.

SPELLING

If you want to change your spelling during typing you can change it in this option and after it you save the global option.

ASSEMBLIES

To main taint assembly option option Peach tree existing company option.

                                        

Here go to task menu and select assembly to build assemblies.

                                                      

When you select it a new window will appear on screen “BUILD/BUILD ASSEMBLIES”

Here you fill all options

Chose item ID

Name of assembly

Reference number of your assembly

Quantity on hand

New quantity of assembly

Reason why you build assembly

After this  you save it .

Maintain sales quotes and sales order

·      To Maintenance of Quotes and Sales order you have to do is click on the task bar and select the first option that was “Quotes/Sales Order” and click on sub-option “Quote”.

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

Following are the important points:

1.       Enter the customer Id; that you have already mention in the customers prospects. 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

After clicking on the convert button the following window will be appears in the screen named as convert Quotes.

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:

GENERAL JOURNAL ENTRY

Firstly open existing company on Peach tree account .

In Peach tree account when you go to task menu here you select “GENERAL JOURNAL ENTRY”

” A window will appear “JOURNAL ENTRY “

Here you select “DATE “and “REFERENCE NO “in which you record the transaction

Also fill the “G/L ACCOUNT “

“DESCRIPTION “

“DEBIT AND CREDIT SIDE”

After fill all information save it .

Maintain purchase order and

Received inventory

After recording the inventory items now we are going to take the orders and maintain received inventory. In order to maintain purchase order 1^st thing we have to do is make the vendor account to whom purchase order is issued and also we have to maintain the inventory item to be purchased. We can make vendor account and inventory account from the following window as described before:

  

Then we will make a purchase order of that go on the task menu and select the 7^th option named as purchased orders.

 

After selecting the option the following window will appear in order to make purchase order:

 

 

You need to provide the appropriate vendor id that was allotted to vendor when maintaining the vendor account. The next thing is to provide that appropriate date to making the purchase order along with that date when you need the goods to be received. Then you are required to allot a purchase order number to the order. Then bellow is the quantity of goods being ordered by the vendor. Then next thing to do is to provide the item that you are ordering from the vendor along with the unit price of that item. And save that information in this way the purchase order is made to vendor.

Next thing is to do is receive those goods from the vendors. For that you need to select the purchase receive inventory from the task bar and select the purchases/Received Inventory.

After that the Following window will appear:

Here you need to enter the same thing that you have done before enter the vendor id to which purchase order was issued. Then you need to enter the date of receiving those goods and then the invoice number which is issued by the vendor. Enter the quantity that is received by vendor. Note that the quantity received can be less or more than the quantity demanded. Then the item of the goods is selected which will automatically adjust the unit price and amount that is received.

This is an order transaction being recorded that’s why it is showing past due on the window. If you are purchasing the order from the same vendor then all process will be repeated. We will allot that purchase order number of new purchase order and new invoice number allotted by vendor. In this way goods are received.

Maintain vendor credit memo

Firstly open Peach tree account and open your previous company a window will appear.

After this go to “TASK” menu and chose the vendor credit memo.

When you chose vendor credit memo a new slide appear “VENDOR CREDIT MEMO “here you the vendor for whom we are purchasing the items and then will the whole column according are requirements and after this  save it

PAYMENTS TO VENDORS

 Now we are going to make the payments to our venders. We have to do is open you peachtree software and then open an existing company. After all that go to the task menu and select the payments option.

After selection the payment option the payment window will appears. In this window you have to give some necessary option like.

·         Vendor ID

·         Check No.

·         Date

·         Quantity

·         Items

·         Description

·         General Ledger Account

·         Unit & Amount

The 1^st to do is to enter that vendor id to whom the payment will be made and then allot a respective check number to the check. After that enter the date on which the payment is made. If you are making payment with in the 10 days of discount then the discount head will show the respective discount amount that you are getting in this way:

  

If payment is made after the 10 days of discount then discount head will show nothing estimating that you are making full payment. If payment is made within the discount limit days then you need to provide an account head to that discount that is availed. You will make a new chart of account with a new ID, description and account type i.e. 415, payment discount and income. In this way the discount amount will be entered in that particular income head.

Discount account shows the appropriate income head where discount is entered payment is being made to the vendor in this. Last thing is you need to save the transaction occurred.