Maintain Quotes and Sales Orders

Maintain Quotes and Sales Orders

When you want to maintain “Quotes and Sales Orders” go to the TASKS option.

After clicking on TASKS following options are opened. You go to the “Quotes and Sales Orders” click on it.

When you click on “Quotes and Sales Orders” option two types of more options are appear in front of you and click on “QUOTES”.

After clicking on Quotes the following Window is opened.

•         Customer ID
•         Date
•         Quantity
•         Items
•         Unit Price
•         Amount are mentioned

Sales Orders

To maintain “Sales Orders” Go to the Task click on it then click on Quotes and Sales Orders and then click on “SALES ORDERS”.

After clicking on Sales Orders the following window is opened.

•         Customer ID
•         Date
•         Quantity
•         Items
•         Unit Price
•        Amount is mentioned

MAINTAIN GLOBAL OPTIONS

MAINTAIN GLOBAL OPTIONS

When you want to maintain “GLOBAL” open your existing company and go to the option click “OPTIONS”.

After clicking on Options  some more options are shown below select “GLOBAL”.

After selecting Global options below window id displayed in “Accounting”

•          Decimal Entry
•          Hide General Ledger Accounts
•          Other Options

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In “General”

•         Improve Performance
•          Line Item Entry Display
•          Smart Data Entry
•          Color Scheme

In “Peach tree Partners”

·         Peach tree Partners Security Level

·         Low-Medium-High

In “Spelling”

•          Peachtree Spell Check
•          Spell Check Option
•            Custom Dictionary

MAINTAIN General Journal ENTRY

MAINTAIN General Journal ENTRY

When you want to Maintain “GENERAL JOURNAL ENTRY” open your existing company click on TASKS option.

After clicking on TASKS following options are displayed select “GENERAL JOURNAL ENTRY”.

After selecting General Journal Entry following window is displayed in which following information is required:

•          Date
•          Reference
•          GL Account
•          Amount of Debit
•          Amount Of Credit\
•     Job

MAINTAIN ASSEMBLIES

MAINTAIN ASSEMBLIES

When you want to maintain “ASSEMBLIES” open your existing company go to the option of TASKS.

After clicking on TASKS following options are shown. Select “ASSEMBLIES”.

When you select ASSEMBLIES below window is opened in which

•         Item ID
•         Name
•          Quantity On hand
•         Quantity to build
•         New Quantity
•          Reference
•          Date
•          Reason To Build

MAINTAIN CREDIT MEMO

MAINTAIN CREDIT MEMO

When you want maintain “CREDIT MEMO”. Open your existing company go to the option of TASKS.

When you click on TASKS following options shown and select “CREDIT MEMO”

After selecting Credit Memo below window is opened in which you have to enter

•        Customer ID
•         Date
•         Credit Number
•         Quantity
•         Item
•         Description
•         Unit Price
•         Amount
•         Job

How to maintain Inventory Items

How to maintain Inventory Items

When you want to maintain “Inventory”. Open existing company Go to MAINTAIN option.

After clicking on Maintain Following options are shown below. Select “INVENTORY ITEMS”

After clicking on Inventory Items Below window is opened In which

·         Item ID

·         Description

·         Item Class

·         General Ledger Sales Account

·         General Ledger Inventory Account

·         General Ledger Cost of Sales Account you have to mention.

In “CUSTOM FIELD”

1. .       Alternate Vendor
2. .       Substitution
3. .       Special Note.
4. .       etc.

In “HISTORY” all history of that inventory is mentioned price ,quantity, costs are mentioned.

Maintain Vendor Credit Memo

Maintain Vendor Credit Memo

To maintain Vendor Credit memos open your existing company and go to the options “TASKS”.

After clicking on Tasks Following Options are open and you click on  the “Vendors Credit Memos

After Clicking on that option the following window is opened in front of you. In this

·         Vendors ID

·         Credit Number

·         Quantity

·         Items

·         Unit price

·         Amount are mentioned.

How Maintain Payment

How Maintain Payment

When ever you want to make payment in the purchases then select the option of “Tasks” As this below given window is showing you the option.

When you want to make payment in the purchases then select the option of “Payments” from the Tasks. As this below given window is showing you the options.

After Clicking on Payments then the below given window appears which contains

·        Vendors ID

·        invoice number

·        date due

·        amount due.

In this window you are required to fill the

·        check number,

·        date, discount

·        amount.

In this window you can see that at the end of this window there is the option of discount account is given so you have to double click that block after clicking it the window of maintain charts appears in which you have to prepare the new account for the discount with the description of purchase nails expense. Suppose that  we are receiving the discount so it would be considered as our income that is why I have mentioned it in the income head. Below given window is showing you that how to maintain this account.

In this step is to fill the discount as I have mentioned the discount of 10 so that below given window displays that Rs 10 discount is deducted and then the amount paid column shows the amount after subtracting the amount of discount.

HOW TO MAITAIN PURCHASE ORDER

HOW TO MAITAIN PURCHASE ORDER

Open an existing company and go to task option and click on “TASKS”

After Clicking on “TASKS” following options are shown on the screen. From these options we go to select on “PURCHASE ORDERS”.

After Clicking  on “Purchase Order” This window appear on screen in which you have to give

·         Vendors  ID

·         Purchase Order (P.O.)

·         Date

·         Quantity

·         Items

·         Per unit Price

·         Account Payable

If you have no vendors than go to “Maintain” option click it and then go and click on “Maintain Vendors”

After Maintaining Vendors You should  have to make and  “Maintain Inventory Items”  and after this go to add beginning balances.

Now Go to Purchase Order and add

·         Vendors ID

·         Purchase Order  (P.O.)

·         Quantity

·         General Ledger Account

·         Unit price

Purchases/Receive Inventory

Click on Tasks option and click on  “Purchases/Receive Inventory”

This window is opened “Purchase/Receive Inventory”. In this Window you have to add

·         Vendors ID

·         Invoice No.

·         Quantity

·         Items

Now go to the “Purchase/Receive Inventory” and Add following information.

·         Vendor ID

·         Invoice No.

·         Quantity

·         Items

·         General ledger account

·         Unit price