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