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 

Set up a new company:

After the start of the program the following screen will appear

To establish a new company click “Set up a new company” option and follow the next instructions.

This is an introductory screen will appear to guide you the rest of the process. Click the “next” button for further proceeding.

By clicking the “next” button you have to type the company information.

By clicking the “next” button you can choose among several methods to set up the charts of accounts.

The first 2 methods are sample companies and the next 2 methods are existing peach tree company or another accounting software compatible with peach tree and the last option is build your own company. You click “build your own company” and then click the “next” button.

    

The next step is “accounting method” first one is accrual and the second is cash. But you choose accrual method because this method is usually followed. Again by click the “next” button you would appear the following screen.

Next phase is the posting method. There are 2 posting methods. First is real time and second is batch. You choose real time posting method after you select this method you can change this method at any time. By click the “next” button for next screen.

Maintain customer/ prospectus:

After we open the company you click on the maintain option given, then click on the customer/prospectus

 

Header:

In this we write first of all customer ID then customer name

General tab:

basic information of customer is written here as his name, address, e mail etc

Sales default tab:

In this GL sales account, pricing level etc. Minimum GL sales option is required to save your data

Payment default tab:

Here you provide the payment detail of your customer.

Custom field tab:

In this you keep the information related to past record

History:

In the history you can see the last invoice date, last payment date of your customer

You fill up the information of our customer in general tab and sales default tab the following window will appear:

Chart of accounts:

First of all, you will open peach tree software and then in the upper bar you can see maintain bar you click and select the chart of accounts

After selecting the chart of accounts you can make chart of accounts one by one.

Remember when you can make chart of accounts and if you don’t select build your own company in the peach tree software your chart of accounts are not corrected.

if you regarding any error or mistake when you make chart of accounts you can see in the look up button either your chart of accounts are correct or not.

Correction of chart of accounts: 

If you want to edit or correct any account then click on the look up button the list of accounts will appear

Now choose that account and press description and then change it.

You can also delete save or close the changes by the following options.

If you want to correct the account type then press type option and change it