How to assemble inventory

How to assemble inventory

First open the Peachtree software and click the tasks and open the assemblies

This window is open.

Item ID

Enter or select the ID of the assembly item you want to adjust

Name

This identifies the short description of the inventory item.

Quantity On-Hand

This displays the quantity of assembly items currently in stock. It is for display purposes and cannot be changed here.

New Quantity

This field is the sum of the Quantity on-Hand and Quantity to Build fields.

Reason to Build

Enter the reason for building the assembly--for example, "Needed more" or "Per Brown Company invoice."

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General Journal Entry

General Journal Entry

First the open the Peachtree software and click the tasks and open the general journal entry  

This window is open and put the all the information

Date

Enter or select the date of the transaction, if different from the current date.

Reference

This identifies the General Journal adjustment. You can enter up to 20 alphanumeric characters.

If you enter a number, Peachtree Accounting automatically adds 1 to the number each time you use the General Journal Entry.

General Journal Entry Line Items (Distributions):

GL Account: Enter or select the General Ledger account ID you want to debit or credit for this part of the journal entry. To display a list of existing accounts, type ? in this field, or select the Lookup button. To add a new account, type + or double-click the field.

Description: Enter a description of the transaction. Tip: If you enter a description and press the Add button, the description is copied to the new line.

Debit: Enter the debit amount of this transaction.

Credit: Enter the credit amount of this transaction.

And save the all information

                                                         JL

Global Options

Global Options

First open the Peach tree software. Click the option and open the Global

This window is open. The all option of the Peachtree

Decimal Point Entry

This option is used to determine the way decimal points are inserted during data entry in Peach tree Accounting.

Accounts Receivable

Select this option to hide G/L accounts in the Quotes, Sales Orders, Sales Invoicing, and Receipts windows.

Accounts Payable

Select this option to hide G/L accounts in the Purchase Orders, Purchases/Receive Inventory, and Payments windows

Payroll                                                                                                    

Select this option to hide G/L accounts in the Payroll Entry window.

Improve Performance

These options let you turn off certain options in reports and item lookup lists. Turning the options off will mean faster generation of reports and display of item lookup lists onscreen.

Line Item Entry Display

This allows you to determine whether one or two lines will display in the list distribution box of various task windows.

If you choose two lines, the second line will list descriptions of the item, G/L account name, and job (if you set up at least one job).

Smart Data Entry Options

These options enable lookup lists to instantly display and anticipate what you want to enter. They can make data entry faster in most cases.

Color Scheme

You can choose from five color schemes that change the appearance of windows and dialog boxes used in Peachtree Accounting. Each scheme uses a different combination of colors. When you select a color scheme preference, this default affects all companies in the Peachtree Accounting data path that are accessed by this computer. You can change color schemes at any time. If you operate on a network, each workstation can set up its own color scheme preference.

Low

This setting allows all Peachtree Partner applications to run automatically. Peachtree Partner programs will be able to exchange data with your Peachtree database without prompting you.

Medium

This setting will cause Peachtree to prompt you whenever you start a Peachtree Partner application. A warning message will ask whether or not you want the application to run. This is the default and recommended setting.

High

Choosing this setting will mean that no Peachtree Partner applications will run.

Check spelling as you type

Select this option to instruct Spell Check to highlight misspelled words in red as you type.

And all option has change

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How to maintain sale quotes and sale order

How to maintain sale quotes

First open the peachtree soft we after click the tasks and open the quotes

   

This window is open and enters the all information

Customer ID

Enter or select a customer ID to associate with this invoice. Once an ID is selected, the customer's default information--including billing and shipping addresses, sales account, ship method, payment terms, and sales tax code--appears. To display a list of existing customers, type?

Quote Line Items

Quantity: Enter the quantity sold of this item. Once the quantity is entered, it is multiplied by the unit price to determine the amount. This appears for only the Product invoice template.

Item: Enter or select the item ID for each line item. This appears for only the Product invoice template. To display a list of existing items, type ? in this field, or select the Lookup button. To add a new item, type + or double-click the field. This appears for only the Product invoice template.

Description: Enter up to 160 characters for the description. Selecting the button displays the full-length description if it is longer than the first line.

GL Account: Enter or select the General Ledger income account number to use when recording this sale. If you enter an item number, the sales account you entered for the item in Maintain Inventory Items will be the default. If you do not select an inventory item, the customer's default G/L sales account will be used. Note: If you have the Hide General Ledger Accounts global option activated, the G/L account field will not appear. You must select the Journal button to display or change the account ID.

Unit Price: You can either accept the number that defaults here when you entered an inventory item, or enter a new number. The names of the price levels that appear when you open the drop-down list can be customized in Maintain Default Information for Inventory Items.

Tax: This identifies the item's sales tax type. Enter a ? to display a list of different tax types.

Amount: Peachtree Accounting calculates the amount by multiplying the quantity by the unit price.

And all information saves

How to maintain the sale order

First open the sale order

This new window is open and put the all information

Customer ID

Enter or select a customer ID to associate with this sales order. Once selected, the customer's default information--including billing and shipping addresses, sales account, ship method, payment terms, and sales tax code--appears. To display a list of existing customers, type?

Sales Order Line Items

Quantity: Enter the quantity ordered of this item. Once the quantity is entered, it is multiplied by the unit price to determine the amount.

Shipped: This is the number of items already shipped to the customer (via Sales/Invoicing).

Item: Enter or select the item ID for each line item. This appears for only the Product invoice template. To display a list of existing items, type ? in this field, or select the Lookup button. To add a new item, type + or double-click the field. Once an item is shipped, this field is disabled.

Description: Enter up to 160 characters for the description. Selecting the button displays the full-length description if it is longer than the first line.

GL Account: Enter or select the General Ledger income account number to use when recording this sale.

Unit Price: You can either accept the price that defaults here when you entered an inventory item or enter a new number.

Tax: This identifies the item's sales tax type

Amount: Peachtree Accounting calculates the amount by multiplying the quantity by the unit price.

Save

If you are using the Real-Time posting method, this button saves and posts the displayed transaction to your journals.

JL

How to maintain credit memos

How to maintain credit memos

First open the peachtree soft ware

And tasks open and click the vendor credit memos

This windows is open

Vendor ID

Enter or select a vendor ID to associate with this credit memo. Once selected, the vendor's default information--including name, mailing address, and terms

Select the date

And credit number

Credit Line Items

Item: This identifies the item included on the original purchase invoice.

Quantity: This is the quantity of the item received from the original purchase invoice.

Returned (Apply to Invoice No. tab): This is the quantity of the item to be returned or credited.

Description: This is a maximum-160-character description of the item purchased.

GL Account: This is the General Ledger income account chosen when the original purchase was recorded. If you are using the Apply to Purchases tab to enter credit for a purchase directly, the vendor's default G/L purchase account will appear. Note: If you have the Hide General Ledger Accounts global option activated, the G/L account field will not appear. You must select the Journal button to display or change the account ID.

Unit Price: You can either accept the number that defaults here when you entered an inventory item or enter a new number.

Amount: Peachtree calculates the amount by multiplying the quantity by the unit price.

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How to Make Payment to vendors

How to Make Payment to vendors

First open the Peachtree soft way and click the tasks and open the payment. This windows has open    

When click the payment this windows has open

First select the vendor ID and put the check number

And select the data to payment.

Expense Line items

Quantity:  Enter the number of items being purchased

Item: Enter or select the item ID for each line purchases, if applicable

Description: Enter up to 160 characters for the description. Selecting the button displays the full-length description if it is longer than the first line.

GL Account: Enter or select the General Ledger income account to use when recording this purchase.

Unit Price: You can either accept the number that defaults here when you entered an inventory item, or enter a new number.

Amount: Peachtree Accounting calculates the amount by multiplying the Quantity by the Unit Price.

The all information has put and last the click the save button. the all information has save.

THANKS

JL

How to place purchase order

How to place purchase order

First open the Peachtree   soft way and click the Navigation Aids and open the purchases

This window is open and clicks the purchase order

This windows is open and put the information

Vendor ID

Enter or select a vendor ID to associate with this transaction.

Name enter

Quantity:  Enter the number of items being purchased.

Received: This identifies how many of the item you received.

Item: Enter or select the item ID for each item you are purchasing, if applicable

Description: Enter up to 160 characters for the description

GL Account: Enter or select the General Ledger income account to use when recording this purchase.

Unit Price Amount:

And save the all information

When the item has not put so double click the vendor ID

This windows has open 

The all information put e.g. vendor ID, Name, purchase

And save

 

The double click the item

This window has open and put the all information and saves

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Maintain customer’s records and Customers Default Information

                               Maintain customer’s records

First open the Peachtree account and open the maintain and click the customers/prospects

The new windows has open

The customer account has open

The all instruction has put

Customer ID

This identifies the customer in lookup lists, transactions, and reports. Enter up to 20 alphanumeric characters for a new customer's ID.

Name

This identifies the customer's name on all accounts

Maintain Customers/Prospects

General Tab: Select this tab to set up customer contact information including bill to and ship to addresses, sales tax information, customer type, and telephone numbers.

Sales Defaults: Select this tab to enter the default sales rep, the default G/L sales account, preferred shipping method, resale number, and pricing level. You can also customize terms for this customer.

Payment Defaults: Select this tab to enter default credit card information for the customer, as well as the customer's default payment method and G/L account for applying deposits from the customer's receipts.

Cardholder's Name

Choose the credit card you want to use as this customer's default, and enter the name as it appears on the credit card in the Cardholder's Name field. You can enter up to 39 characters in this field.

Enter address; city; state; county; credit card number and expiration date

Custom Fields: Select this tab to enter data for custom fields set up in the Customer Defaults window.

Customer Custom Fields

 You can add these customized fields to customer reports.

History: Select this tab to display customer history including the most recent invoice and payment dates and amounts.

Customer Since

This is the date when you first made a sale to the customer.

Last Invoice Date

This is the date of the last invoice you sent to the customer.

Last Payment Date

This is the date of the last payment you received from the customer.

Last Statement Date

This is the date of the last statement you sent to the customer.

Customers Default Information

First open the maintain and default information and click the customers

The new windows is open is customers defaults

Customer Defaults

Payment Terms: Select this tab to set up default payment terms and G/L accounts for your customers.

COD

Select this option if you sell items COD (cash on delivery) to most of your customers.

Prepaid

Select this option if you require most of your customers to prepay for goods and services.

Due in number of days

Select this option if you require most of your customers to pay invoices within a specific number of days. For example, all invoices are due within 30 days of the original invoice date.

Due on a day next month

Select this option if you require most of your customers to pay invoices by a specified day of the month. For example, all invoices are due on the 15th of each month.

Due at the end of month

Select this option if you require most of your customers to pay invoices by the last day of the month. For example, all March invoices are due March 31; all April invoices are due April 30.

Account Aging: Select this tab to set up how invoices are aged and what aging brackets will be used for Accounts Receivable.

Invoice date

If you age by Invoice Date, this will show how old each customer invoice and balance is.

Due date

 If you age by Due Date, this will show how overdue each customer invoice is. Many people choose to age customers by Invoice Date and vendors by Due Date.

Next is a customer’s field has customers records

Enter the field labels enable or able

Finance Charges: Select this tab to set up when and how finance charges are calculated for your customers.

Charge Finance Charges

Select the Charge Finance Charges check box to allow finance charges to be calculated for all customers by default, when requested. Once finance charges are applied, they are added to your customer statements.

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