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.

JL

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

JL