HOW TO MAINTAIN THE PURCHASE ORDER

To maintain the purchase order firstly we open the Peach tree option and then go the first picture that is given below,

After selecting the first picture we go to the tasks option and select it .Then in tasks we choose the purchase order to maintain the purchase orders.

After selecting the purchase order the following window is appear .In this window we give the quantity that we purchase , items that we select the that already appear in items. Then we give the per unit cost and total is automatically is appear. we select the vendor id , date , good thru and po no. that is compulsory. Then save it.

     

How to maintain purchase /receive inventory

In peach tree option we select the tasks menu and then click on puechase /receive inventory.

The window is appearing which shows the following:

Vendor id

Date

Invoice no.

Account payable

Customer invoice no.

                   

In this window we enter the quantity that require and then select the items after it give the description and put the unit price of quantity.

how to maintain inventory items?

HOW TO MAINTAIN INVENTORY ITEM

In Peach tree accounting to maintain the inventory item first we select the maintain menu and click on inventory item.

In inventory item the window is appear that shows the general, custom field, history, bill of materials and items attributes.

Inventory header tab:

In header tab we have the item id if we have the different things that we give the id then we use brief spell to represent each .Description shows the items that you sales or purchase. we can use a brief or long description to record the items. In items class we have the stock item that the inventory is related to raw material or finish goods.

GENERAL TAB

In general tab we have price level, item tax type, last unit cost, cost method we select from given methods that we use, universal price code, location that we select, units that we use to measures the items and then weight etc.

CUSTOM FIELDS TAB

In custom field we have different heads that is;

·        Alternate vendor

·        Substitution

·        Special note                  

We enter remaining according to information given to you.

HISTORY TAB

We give information in history according to the no. of units sold, sales amount in dollars that you earn from customers then no. of units rec’d and cost of that units. 

how to make credit memo?

HOW TO MAKE CREDIT MEMO

To make the credit in peach tree software we select the tasks option and in tasks we select the credit memo.credit memo is used to make the record of sales return from customers.

After selecting the credit memo in tasks option the next window is appear.

In credit memo firstly we select the customer id that we already enter then change the date according to the situation and give credit no.

In quantity we entered the quantity and select the item then give the unit price. 

how to make receipt?

HOW YO MAKE RECEIPTS

In peach tree option we select the tasks option and then go to the receipt .Receipt is used to maintain the record that amount we  receive or collect from the customers .

After selecting the receipt in tasks the next window is appear in which we select the cash account and click on OK button.

RECEIPT

In receipt we entered the following,

·        Customer id

·        Reference

·        Receipt no.

·        Date

·        Receipt amount

·        Payment method

Then entered the quantity, select the item and mention the unit price.

how to maintain sales /invoice?

HOW TO MAINTAIN THE SALES/INVOICE.

In peach tree to maintain the sales/invoice we select the tasks option and click on sales/invoice .Invoice is use to maintain the record of sales we make with customers.

After selecting the sales the next window is appear,

In this window we select the

·        Customer ID

·        Change the date

·        Invoice no.

Enter the quantity that sales, choose the item and give the per unit price.

When we enter the customer, date, invoice no. then the window will be changed.In this window we select the sales order no.

how to make the quote?

HOW TO MAKE QUOTE

To make the quote/sales order in Peachtree softwarewe go to the “tasks” and in tasks we firstly select the quote/sales order. After selecting this two options are available,

·        Quote

·        Sales order

  

·      Quote

To make the quote we select the quote then choose the customer id that is already prepared.

After customer id we change the date, enter quote no. and then mention the quantity, select the items and give the unit price.If we have an option to approved the quote then we convert the quote. 

SALES ORDER

As we enter the quote we also maintain the sales order that customer give to him.In tasks we select the sales 

order.

In sales order we select the customer id and then change the date, mentioned the order no. then enter quantity and select the items after this we give the unit price.

assemblies

ASSEMBLIES

In Peach tree option we go to task menu and select the assemblies the window is appear.

   BUILD/BUILD ASSEMBLIES

Assemblies include the following:                     

  Item id

name

                                                                                   Quantity on hand

                                                                                   Quantity to build

                                                                                   New quantity

                                                                                   Reason to build