credit memo and sales return

Credit memo and sales return

First we went to task and select the vendor credit memo.

                           

Ø We went to credit memo and choose the vendor id.

Ø And set the date.

Ø And quantity item must include in the vendor credit memo.

Ø General ledger account must be select.

Ø And unit price must be set and total price will come.

  

how to maintain inventory item

HOW TO MAINTAIN INVENTORY ITEM

First we went to maintain and and select inventory.

                       

Ø  First we select item id.

Ø  Select the description

Ø  Select the stock item

Ø  Unit of measure

Ø  Select the sales account

Ø  Select the  inventory account

Ø  Select the cost of sales

These all functions are given below

Ø  We can select the inventory binning balance

Ø  And select the item id and description

Ø  And select the quantity

Ø  Unit cost

Ø  And we can calculate the total cost

Ø  And ok to all data is save

  

HOW TO MAKE QUOTATION AND SALES ORDER AND SALES INVOICING

How to make Quotation and Sales     Order

First we went to task and select the quotes sales order.

                   

Ø We select the customer id.

Ø And select the date and also select the goods through date.

Ø And choose the quote no.

Ø And the item and quantity include in this process

Ø Unit price must include

Ø And description is part of quote section.

                   SALES ORDER

Ø First we select the customer id

Ø And select the date when we sell the goods

Ø And select the ship, quote and sales order no.

Ø And select quantity and item those we used.

Ø And select the description

Ø When we can save the data

Ø And after we convert the sales order no.

Ø And select the sale order.

            

ASSEMBLIES

ASSEMBLIES

First we went to task and select the assemblies option.

                

Ø Item id

Ø Name

Ø Quantity on hand

Ø Quantity to build

Ø New quantity

Ø Any reason to build

      

   

                                                

GLOBAL OPTION

             GLOBAL OPTION

First we went to option on the main task bar and select the global option.

                             

                               

Ø First in the accounting period header option is available.

Ø We select the option of automatic and manual

Ø Select the no of decimal point

Ø We will check and uncheck the blocks of our need in peach tree.            

Ø We went to option and select the global.

Ø And after we went to global select the general

Ø And total page print length we can change if we needed.

Ø All peach tree partner allow to run the applications

Ø Recommend high and low Peach tree   partner allow to run the applications

Ø Check the spelling fast and  less accurate

Ø Moderate and fast accurate

Ø Slow but accurate

GENERAL JOURNAL ENTRY

     JOURNAL GENERAL ENTRY

First we went to task and select the journal general entry.

Ø First we went to journal entries ,and general ledger account added in chart of account

Ø Select the description of general entry.

Ø Select the amount and enter the debit side

Ø Select the amount and enter the credit side

Ø And save the all data 

HOW TO MAKE VENDOR CREDIT MEMO

HOW TO MAKE VENDOR CREDIT MEMO

First we went to task and select the vendor credit memo.

Ø First we select the vendor id

Ø Choose the date

Ø And select the credit no.

Ø quantity  and item must include

Ø And select the description.

Ø And unit price must include and then we get the total amount.

Ø And last we save all data

HOW TO MAKE A PAYMENT TO VENDOR

HOW TO MAKE PURCHASE RECEIPT INVENTORY

When we go to the next step of purchase receipt inventory.

And we select the main menu and went to the task.

And select the purchase receipt inventory.

Ø We again enter the vendor id and went to purchase receive inventory

Ø Select the date

Ø Select the invoice no

Ø Purchase order no

Ø Receiving quantity

Ø Save data

                             

HOW TO MAKE PAYAMENT TO      VENDOR

First we went to Peachtree system and select the company name.

And went to menu and choose the task and select the payment .

Payment give to the vendor.

Ø And  we select the task through task we went to the payment option.

Ø And select the vendor id

Ø And chose the date

Ø And check no must include

Ø Click on payment

Ø And save the data

Ø Purchase discount if available only condition when we make payment with in ten days.

HOW TO MAKE PURCHASE ORDER

HOW  TO MAKE  PURCHASE  ORDER

TO open the purchase order first we went to menu and select the purchase order.

                  

We select the purchase order and after we went to next process.

  

    

Ø In purchase order we select the vendor id. 

Ø And after company name

Ø And we select the date

Ø We select the purchase order and invoice number

Ø We choose our quantity

Ø And select the item id and description

Ø We select the unit price and total amount

Ø And the last we can save all data.

 

              

HOW TO MAKE PURCHASE RECEIPT INVENTORY

When we go to the next step of purchase receipt inventory.

And we select the main menu and went to the task.

And select the purchase receipt inventory.

Ø We again enter the vendor id and went to purchase receive inventory

Ø Select the date

Ø Select the invoice no

Ø Purchase order no

Ø Receiving quantity

Ø Save data

HOW TO MAINTAIN CUSTOMER RECORD IN PEACHTREE

HOW TO MAINTAIN CUSTOMER RECORD IN PEACHTREE

We select the customer record in Peachtree and we select maintain.

 

Firstly we select the existing company and then we select maintain.

1_customer.

2_prospect.

Then we select the general.

 

                                                                         

We select the sales default.

In sales default we first choose the customer id.

 Name of customer.

General sales account

                                                

We can change the information through payment defaults

.                                                            

 

We record the customer information.

When entering a new customer you can enter information on this history tab

First we select the maintain and then we choose default information and customers.

 If Cash on delivery the discount will be not met.

In Account Aging IS consist of two approaches

1 – INCOME STATEMENT

2—BALANCE SHEET

In custom fields other department information is available

 

Calculating flat rate in finance charges method.