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

how to make general journal

HOW TO MAKE GENERAL JOURNAL ENTRY

In peach tree to make the general journal of entry we select the tasks and in tasks we choose the general journal entry.It is use to record the entries in journal form and then we prepare the ledgers with the help of the record.

After selecting the general journal entry the next window of journal entry is appear .In this window shows the date, reverse transaction and reference. It also includes the general ledger account, description and debit credit where we entered the amount.

After this we select the vendor credit memo in tasks option and the next window is appearing.

In vendor credit memo we select the vendor ID, enter the date and give the credit no. after it we select the account payable and then enter the quantity that we require, select the items, give the description and then give the unit price of quantity.

 

how to make report

HOW TO MAKE REPORT

For making the report we open the peach tree option and select the report option and the window is appear .In this window we select the account receivable.

After selecting the account receivable the window select a report is appear that shows the report area, report list and report description. In report area we click on the financial statement and then in report list double click on standard income statement and the next window appears.

After selecting the income statement the window is appear in which select the time frame in which range, current period is given and we select the current period.

We select the time frame and click on OK button and the income statement is appearing.

                  After add the income statement we have two  file option

·         To create a new Microsoft excel work book

·         Add a new work sheet of an existing Microsoft excel

We select one and click on ok button

HOW TO MAINTAIN GLOBAL

In Peach tree software we select the option and in option we choose the global. In global we have four portion accounting, general, Peach tree patron and spelling. Global is basically is use for decimal places.

Global is basically is use for decimal places. We have the option to enter the number of decimal places that we required. If we entered the number we not need to enter the points global is automatically entered the points.

General

In general we have improve performance option in this area .first we do not print total page length of report in report headers, second do not show quantity on hand in inventory item lock up lists. Then we have smart data entry and we select the one that is automated field completion.

PEACHTREE PARTNERS

Peachtree partners’ security has three levels.

·       Low level

·       Medium level

·       High level

We can select the level according to the situation and then press OK button of this tab.

SPELLING

In this window we have the option of Peach tree spell check. Peach tree spell check is available on certain window throughout the product.  Here we have two option we select the spelling as you type or check spell on save or close.