GLOBAL OPTION

GLOBAL OPTION

First of all, you open peach tree software and then click on the option button and then click the global.

After that a new window will appear:

Accounting tab:

In the accounting tab you select automatic and then press the OK button.

General tab:

In general tab you always select line 1 option and then press the OK button.

GENERAL JOURNAL ENTRY

GENERAL JOURNAL ENTRY

First of all, you open peach tree software and then click task bar and then general journal entry.

After that a new window will appear:

Following information required:

Ø  Date

Ø  GL account

Ø  Description

Ø  Debit

Ø  Credit

Ø  And then save it.

CREDIT MEMO - SALES RETURNS

First of all, you open peach tree software and then click the task bar and then go to credit memo.

After that a new window will appear:

After that you enter all the required information like:

Ø  Customer ID

Ø  Date

Ø  Credit no.

Ø  Quantity

Ø  Item

Ø  Description

Ø  Amount etc.

ASSEMBLY INVENTORY

First of all, you open peach tree software then click task bar and then assembly inventory.

After that a new window will appear:

Then you can fill all the information like:

Ø  Item ID

Ø  Name

Ø  Date

Ø  Quantity on hand

Ø  Quantity to build

Ø  New quantity

Ø  Reason to build

After that your assembly inventory is maintained.

SALES QUOTATION AND SALES ORDER

First of all, you open peach tree then task bar and then click the quotes/ sales order

After that a new window will appear:

Then select the customer ID then enter the quota no. then enter quantity, unit price and then save it.

 

VENDOR CREDIT MEMO

First of all, you open peach tree then task bar and then click the vendor credit memo

After that a new window will appear:

Then select the vendor ID and then enter the credit no. then select the date, and enter quantity,GL account, unit price and then save it.

HOW TO MAKE PAYMENT

First of all, you open peach tree then task bar and then click the payment

After that a following window will appear.

Then enter the quantity, item, description, G L account unit price and the amount.

PURCHASE ORDER

First of all, you open peach tree then task bar and then click the purchase order

After that a new window will appear:

Main Points Kept In Mind

Ø  Enter the vendor ID, date, PO num, etc.

Ø  Enter the purchase order num

Ø  Enter the date

Ø  Enter the information for each item

After that, your purchase order is complete

Maintain Inventory Item

First of all, you open a peach tree software then you can see the maintain bar. Click the maintain bar and select the inventory items.

 The following window will appear:

Enter the required information after you write the ID, description etc. then click the save button

General tab:

In the general tab, how information is recorded. If you save then you cannot changed.

After that the inventory item is maintained.

Maintain Vendor

First of all, you will open the Peachtree software then you select the “open on existing company” then you select maintain bar and then you click the vendor option.

Then you can see the window of vendor where you set up a new vendor record. 

Header of the vendor account:

You can write the vendor ID, name and also the other information completed then you select the save button and your new vendor account is maintained in the header.

General tab:

In the general tab, you write the basic information like contact, account number, telephone number, fax, mail, address. And you can also change the information by clicking the change ID option.

Purchase defaults:

In the purchase tab, you maintain the account of purchase rep. and purchase account. You can see the accounts in the look up button And you write the tax ID also.

Custom fields:

In the custom fields tab, here names are set up in vendor defaults.

History tab:

In the history tab, the following outcomes will occur:

Vendor Since: Firstly you enter the date

Last Invoice Date: Then you enter the last invoice date which you received from vendor account

Last Invoice Amount: You enter the last invoice amount which you received from vendor account

Last Payment Date: Enter the last date which you paid the vendor account

Last Payment Amount: Enter the last payment amount which you paid the vendor account

After that, if you all the steps are applied then your vendor account is maintained.

Default information for customer

You want to maintain the default information of customer then click maintain option select default information  will open 

Clicking it a window will open there are 5 options in it. 1^st one is payment term in which there are several terms like cash on deposit, prepaid, no. of days etc. we can also put limit on payment of cash and manage discount on it.

Second option is account aging in which there are two main categories:

   1)        Age invoice which tells about how old your customer is and which balance is over due.

   2)   Aging categories it shows the range of days and columns.

And the third option is customer fields in which you can add or choose any data require according to your customer. You can also enable or dis enable any option.

Then finance charges which can apply to your customer for invoices. There are following requirements one of them Is annual interest rate on the basis of which you are going to charge interest annually you can also add a message at the end and enable it for printing.

And the last option is pay methods. In this option there is a assign deposit ticket ID’s:

          1)          In receipts

         2)         In select for deposit

But you select the second option