How to make General Journal inventory?

First of all we will open Peachtree software then go to task menu and click on general journal inventory after all this window will appear

When we select general journal entry this screen will appear

·         In this we will write date

·         Refrence no.

How to Assemble Inventory?

First of all we have to open peachtree software

Then go to the maintain option , in maintain option we have to select inventory items after selecting this screen will appear

In above window as you see in item class we select assembly

·        We have to enter item Id

·        Descripition

·        GL sales Acct.

·        GL inventory Acct.

·        GL cost of sales Acct.

In bill of material

·        We write item id

·        Descripition

·        Quantity needed

How to maintain Credit memo?

First of all we have to open peachtree software then select task option

After click on task this screen will appear

From the above shown window we will click on credit memo after click on this window will appear

·        In this we have to write customer Id

·        Date

·        Credit no.

·        Customer PO

·        Sales Rep.

·        Quantity

·        Apply in invoice no.

After all data this window will appear

Globe option

First of all we have to open Peachtree software then click on option

This window will appear and we click on Globe option and open it

When we click on globe option this screen will appear which have different option like

·         Accounting

·         General

·         Peachtree partner

·         Spelling

If we want to change the system in automatic or manual we select in the accounting decimal entry and if the want to change the number or decimal place we have the option 1-5.

Hide the general, ledger accounting, if you want to hide the account receivable (quotes sales order, invoicing, credit memo and receipts)click  box and if we want  to open the account payable (purchase order, purchase credit, credit memo and payments)

How to maintain the sales/invoicing? Sales Quotation/Sale Order?

First of all we will open peachtree software then click on the task and this window will appear

After that we will click on sales/invoicing and this screen will appear

We will write customer ID, date, invoice no. , quantity, unit price

After this we will click on receipt this screen will appear

When we click on receipts this screen will appear

We write deposit ticket ID , customer Id.

Sale Quote/ sale order?

First of all we will open peachtree software then go to the task option from task option we go to quotes/sale order

First of all we will select quotes and this screen will appear

In this we will select customer ID from search bar

·         then we have to write date

·         Quote No.

·         Customer Po

·         Select Rep from search bar

·         We enter quantity

·         Items

·         Description

·         Unit price

After this we have to save it and close this window.

Sale order:

Again we have to go task option then to quotes/ sale order option and from that we select saleorder

When we click on sale order option this screen will appear

·      

          

            We have to write in this the customer Id we select it from search bar

·        When we select customer id automatically ship to address is shown

·        We have to change the date

·        SO No.

·        Customer PO

·        Sales Rep

·        Then Quantity

·        We select item

·        Description will automatically appear when we select item

·        We will also write unit price

Then save it and close the window.

How we set the default information?

first we open peachtree software then we go to the maintain menu and then we click default information ,this screen will appear

From this screen press customers button and this window will appear.

In this you can see the first one is “payment terms”.

In payment term there are different standard terms like

C.O.D:  stand for cash on delivery which means when you purchase some thing you give money at that time.

Prepaid: in this you have to give money first and then you can purchase.

And you can select other check box.

After this we will click on account aging box and this screen will open.

In this we can age invoiced by two method first is invoice date and second is due date.

The next is custom fields in this one is empty and we can write more information.

How to make vendor credit memo?

First of all we will open Peachtree software then click on task option menu and select vendor credit memo.

We open this credit memo and this window will appear

In credit memos we will write

·         Customer id

·         Date

·         Credit no.

·         Customer PO

·         Sales Rep

·         Quantity

·         Item

·         Description

·         Unit price

Then we save it.

How to make payment to vendor?

First of all we will open peachtree software we click on task button this window will appear

Then we click on payments option and this screen will appear

This payment slip will appear

Then we will select the vedor from the search option and our vedor list appear then we select vendor from it

After that we have to write

·        Check no.

·        Date

·        Quantity

·        Item

·        Description

·        GL account

·        Unit price

And then save it

How to make purchase order account?

Step 1:

We have to open Peachtree software then click task option and press purchase order

After click on purchase orders

Purchase order window will appear in which we will write vendor id, date then we enter quantity, itemof goods, description etc

                                                                                                                                                                                      

·         We write phone number of vendor

·         A/P  account

·         GL Account

·         Unit price

How to maintain Inventory items

First of all we will open peachtree software then go to the maintain option and click it

Then we click the inventory items option

When we click inventory item this screen will appear

The first step in inventory item is General in which we write item id, description and cost method

The next option is custom fields

In this we can write

1.       Alternate vendor

2.       Substitution

3.       Special note

4.       Is empty you can write what ever you want to write

5.       ……………………..

After this the next option in inventory items is history when we press the history option this screen will appear

In this you can write the history date and # of unit sold etc