QUOTES / SALES ORDER 

This step  we go   to the task then task provide the list. We click quotes/sales orders.

Then we go to quotes which we record the date which we will sales in which we only send the quotation for sales the goods.

After that we go to sales orders in which we sales the goods or inventory and in which we convert quotation in to sales orders.

Sales orders

First we give the customer id. This is relate to the customer these are important.

How to recorded assemblies

 How to recorded assemblies

Open Peachtree accounting software then we go to task option. Then we go to assembles. It is very import for assembly lines. We open assembly then we following show picture

First we give item id for example we give item id 900. Then we go to give reference number. then we go to date mention according to transaction. We write the quantity to build

Then we mention the reason to build if give the assemblies.

HOW TO MAKE VENDOR CREDIT MEMO

In which we record when sales goods return form the customer.In which we records the sales return. In which we mention the quantity of goods and amount of the goods which we  was sales the goods.

Vendor  credit memos this very important in the point of view of the vendor. First we mention the vendor .then we write date. Then we mention the credit number

We write the item number.

We write quantity mention in which place.

Third step we mention there return goods.

We write the price per unit for example  unit price is RS.233

This is the last step in whish amount automatically add.

                          QUOTES / SALES ORDER 

This step  we go   to the task then task provide the list. We click quotes/sales orders.

Then we go to quotes which we record the date which we will sales in which we only send the quotation for sales the goods.

After that we go to sales orders in which we sales the goods or inventory and in which we convert quotation in to sales orders.

Sales orders

First we give the customer id. This is relate to the customer these are important.

  ·    PAYMENT OF PURCHASE ORDERS

First step to make payment of purchase orders. For that we click task button and click payment in provide list.

Second step write vendor id and write check number in which proper write the check number after write the vendor id.

 Write check number in which proper way. For example check  number is 100 after write the date.

 After that we mention the date when we receive the purchase orders. then we see payment is made according to agreement then we receive discount.

In which we write the quantity ,item ,amount, etc.we write quantity after

write date check number and data , discount amount automatically deduct,

This is last step when all data put in payment about the purchase orders. We save the payment of purchase orders.

how to maintain purchase orders

How to maintain purchase orders

1. First we write the vendor id in which we mention the id of purchase orders.

2. We mention in date /goods to close after mention the vendor the id

3. Second steps we give the purchase invoice number after mention the id of vendor.

4. In which step we mention the quantity of goods then we write the invoice numbers.eg. 30 AC we purchase then we mention the 30 in the quantity

5.In which write name of id after mention the quantity of goods. E g .  we  purchase  ACs then we mention ACs in item Colum .

6. After that we write the per unit price.  Eg,  AC price per units is Rs.30000 then we mention per unit ACs price is 30000.

7.this is  last step in which total amount automatically calculate. E g , totals prices of ACs is 900000.

8. we save the all data who is we mention.

Maintain Vendor

First step for create the maintain vendor we go to the maintain and maintain show the list when we click vendor account basically vendor account we maintain vendor, modify, and save information about the companies and people from whom we are purchase goods and services.

Second step is mention the id ,and name of vendor from whom we purchase the goods.

General

To mention the basic information about the vendor such as contact, address, phone and beginning balances , and the mention the telephone number ,e mail address.

Purchase Defaults

 You mention the purchase transaction defaults for each vendor record, purchase default tab in the maintain vendors . You can modify this information about the transaction level, if it is very necessary to change information due to default payments.

Custom Field

You can mention the custom field information for the selected  maintain vendor , you click the customer field  in the maintain vendors . Custom field names are set up in maintain vendor default.

History
In which you mention the selected vendor's  history ,you should click the history tab in the maintain vendors . When you come a new vendor, you can mention the information on this tab one time you save the vendor record, this tab is use only for the purpose of history of vendors.  

                                   MAINTAIN CUSTOMER/PROSPECT

First step you go to maintain that show the list then click the maintain customer/prospect.

1.            Second step is customer id ,name

General tab

To enter basic information about the customer such as contact information, address, phone and  sales tax code, and select the General tab in the Maintain customers.

Sales Defaults

Sales defaults that show account of sales rep and general sales account defaults tab in the Maintain Customers/Prospects window.

      

TERM AND CREDIT

This step show term and credit of the account in which mention the payment time and discount time and percentage time and define all the rules for payment.

PAYMENT AND DEFAULT

Payment and default in which show the customer payment default cardholder's name address credit card number expiration date.

 Customer field

 Custom field information for the selected     customer record,

Last step in which only telling about history of customer that when the customer purchase the goods.

Last step in which only telling about history of customer that when the customer purchase the goods.

who to maintain customer

                                   MAINTAIN CUSTOMER/PROSPECT

First step you go to maintain that show the list then click the maintain customer/prospect.

1.         Second step is customer id ,name

General tab

To enter basic information about the customer such as contact information, address, phone and  sales tax code, and select the General tab in the Maintain customers.

sales defaults

sales defaults that show account of sales rep and general sales account default in the maintain customer.

   

TERM AND CREDIT

This step show term and credit of the account in which mention the payment time and discount time and percentage time and define all the rules for payment.

PAYMENT AND DEFAULT

Payment and default in which show the customer payment default card default name address credit card number expiration data.  

 Customer field

 Custom field information for the selected     customer record.

Last step in which only telling about history of customer that when the customer purchase the goods.

how to maintaining chart of account

How to Maintain Chart of Accounts on Peach tree Software

First I will open the Peach tree software where window give multiple options in these I will one of them select which is  open an existing company following are

After select the open an existing company we will chose the company which we already had been build the company. So I will use his own company for maintain the chart of accounts.. After select the company we will see

In this window I will select the maintain on title bar. Where I chose the option of the chart of accounts. A chart of accounts is a created lists of the accounts used by a business entity to define each class of items for which money or the equivalent is spent or received.

After this step we click chart of account we will show the following window

This show about the window of maintain chart of account. Here we have multiple option which we will fill according to the account:

1)The account ID determines how the account is identified and sorted in the chart of accounts list and the General ledger account is displayed as typed in description.

2)Description  which tells about the name of account

3) Account types define how the account will be grouped in reports and financial statements. They also control what happens during fiscal year-end

After this I will fill the account id, description, and account type..we will see as

After this I will press ALT+S this show that the account is save in Peach tree software

.

If we want to look up the previous record of account which was save. We will select  the option this place where we can easily change the account. After all account maintain we will go to the beginning balance such as:

 Entering of beginning balance:

After maintaining the chart of accounts we will click on beginning balance

Before clicking on beginning balance we check that all accounts of the company specially retained earning was entered in the Peach tree software. If forget to entered the entry of the retained earning and I want to entered the retained earning after press the beginning balances. Then it will be write but not record on Peachtree. When click on beginning balance we will be select period such are showing window:

We have here time period which we required for maintain chart of accounts we have the accounts of company on 1^st Jan 2010 so here we chose the previous closing period of 1^st january 2010 which will be on window showing 31^st Dec 2009.  If we have balance of 31^st Dec then it will be a closing balance. After this we press the  will be showing such windows are;

  

Here we all amount of account type which we want to maintain. Here the Dr. and Cr. are same which show the account are correct

.

Here trial balance is nil.

The square line show the net income balance such are following

Here we also make new account which we required or forgot for instance petty cash can be make new of account of company.

All steps are use to maintain the chart of accounts on peach tree accounting.these steps are very helpful to create the chart of account on peach tree.