How to make Assemblies in Peachtree?

How to make Assemblies in Peach tree?

First open the Peach tree software

Then go to the task menu and select the Assemblies

After click on the Assemblies the following window will appeared on your screen

In this you must have to provide the following information

Item I.D: In this you enter the ID of item

Name: In this you enter the name

Reference: in this you enter the reference

Date: In this you enter the date

After that enter the quantity

Ø  Quantity on hand

Ø  Quantity to build

Ø  New quantity

Ø  Reason to build

Credit Memos

How to create Credit Memos in Peach tree?

First open the Peach tree software

Then go to the task menu and select the Credit Memos

After click on the Credit Memos the following window will appeared on your screen

In this you must have to provide the following information

Customer I.D: In this you enter the ID of vendor

Date: In this you enter the date of ordering

Credit no: In this you enter the credit no

Quantity: In which you enter the quantity of order

Item: In which you enter the item

Description: Select the id for description

Unit Price: In unit price u enter the price of the one unit

Amount: when you enter the unit price the sum of the unit price and quantity is add here automatically by the software.

How to make Payments

How to make Payments

First open the Peach tree software

Then go to the task menu and select the Payments

After click on the Payments the following window will

Appeared on your screen

In this you must have to provide the following information

Vendor I.D: In this you enter the ID of vendor

Check number: in this enter the check no

Date: In this you enter the date of ordering

Quantity: In which you enter the quantity of order

Item: In which you enter the item

Description: Select the id for description

GL Account: In which you select the inventory

Unit Price: In unit price u enter the price of the one unit

Amount: when you enter the unit price the sum of the unit

Price and quantity is added here automatically by the software.

How to make quotes/sale order

How to make quotes/sale order

Quotes

First open the Peach tree software

Then go to the task menu and select the quotes/sale order and then select the Quotes

the following window is open when you select the Quotes

In this you must fulfill these requirements

Customer I.D: In this you enter the ID of customer

Ship to: in this you enter da ship address

Date: In this you enter the date of ordering

Good thru: Enter the date

Quotes no: Quotes number it is must be write

Quantity: In which you enter the quantity of order

Item: In which you enter the item

Description: Select the id for description

Unit Price: In unit price u enter the price of the one unit

Amount: when you enter the unit price the sum of the unit Price and quantity is added here automatically by the software.

Sale orders

First open the Peach tree software

Then go to the task menu and select the quotes/sale order and then select the Sale orders

the following window is open when you select the Sale orders

In this you must fulfill these requirements

Customer I.D: In this you enter the ID of customer

Ship to: in this you enter the ship address

Date: In this you enter the date of ordering

Ship by: Enter the date

So no: So number it is must be writing

Quantity: In which you enter the quantity of order

Item: In which you enter the item

Description: Select the id for description

Unit Price: In unit price u enter the price of the one unit

Amount: when you enter the unit price the sum of the unit Price and quantity is added here automatically by the software.

Vendor credit memo in Peachtree

How to maintain vendor credit memo in Peach-tree soft wear?

First of all open the Peach-tree soft wear and then go to the task which is shown in the picture below

Now in task selects vendor credit memos....

When you select then this following window will be appeared

In vendor credit memo you must have to fulfill these requirements

Ø Vendor I.D

Ø Date

Ø Credit no

After providing all the information save the document by clicking on the save which is shown in the picture 

How to create Purchase order in Peach tree?

How to create Purchase order in Peach-tree?

First open the Peach-tree software

Then go to the task menu and select the purchase order 

After click on the purchase order the following window will appeared on your screen

In this you must have to provide the following information which you can see in the picture

Vendor I.D: In this you enter the ID of vendor

Ship number: in this you enter the ship address

Date: In this you enter the date of ordering

Good thou:  Enter the date on which you want to that your order reached

Po no: Purchase order number it is must be writ

Quantity: In which you enter the quantity of order

Item: In which you enter the item

Description: Select the id for description

GL Account: In which you select the inventory

Unit Price: In unit price u enter the price of the one unit

Amount: when you enter the unit price the sum of the unit price and quantity is add here automatically by the software.

After putting all the information save this document shown in the picture bellow by clicking on the save key

Purchase/receive inventory

To record the purchase/receive inventory first select the task and then in task you select the purchase/receive inventory that is shown below in the picture

When you click on the purchase receive inventory the following window will be appeared.

In this window give the necessary information which is required like vendor id, date, invoice no

When you enter the entire data then save the purchase/receive inventory by clicking on save key shown in the picture

How to maintain vendors in Peachtree

How to maintain vendors in Peachtree

 Start from the maintain menu select the Vendor as shown in figure below: 

By clicking on vendors the following window will appear

Now enter a vendor ID and Name

The next step is provide the General information in the in General tab here you will provide the basic information about the vendor like

·       Contact information.

·       Mailing Address

·       Phone numbers

·       Fax numbers.

·       Beginning balances.

After providing this information about your vendor, click on the next tab that is of Purchase Defaults, and following screen will appear:

Purchase Defaults

In purchase default you need to provide these followings

·       Purchase Rep

·       Purchase Acct

·       Tax ID #

·       Ship Via

·       Purchase Rep: Here you can select an employee to act as a purchase rep. for this vendor.

·       Purchase Acct:
Here you will enter a General ledger account for this vendor.

·       Tax ID #: 
Here you will mention the vendor's tax ID numbers

·       Ship Via: 
Select the shipping carrier which this vendor uses for deliveries

After providing this information the next tab is Customs fields

Now the next tab is of Customs fields as shown in figure below:

Custom field is to enter the other information about your vendor in your records. Some of them as mentioned in the figure also, such as Office Manager, Account Rep, Special Note. Etc.

The next tab in Vendors is History, which is shown below:

Here you can save the history of your vendors such as:
 

·       Last invoice date

·       Last invoice amount

·       Last payment date

·       Last payment amount.


“Default Information of Vendors”

We will click on the maintain menu and select the Default information and then another tab open we select vendors from their as shown in following figure:




  After clicking on the vendors the following window will appear

The first tab is Payment terms

Now in “payment terms”, there you will view the following terms written

·       C.O.D (Cash on delivery). If you receive the amount of cash exact on delivery time then go with this option.

·       Next terms is of “prepaid”, if you collect the payment in advance then choose this option.

·       The Next term is “due in number of days” when you go with this option, the following terms will appear on your screen.
1. Net due in.
2. Discount in.
3. Discount percentage.
4. Credit limit.

Now the next tab is Account aging, which is shown in figure below:

In account aging there are two types of invoices which are shown in above figure with the radio button:

·       Invoice date.

·       Due date.

Next tab is of Custom fields that are shown below:

Custom field is to enter the other information about your vendor in your records. Like some of them as mentioned in the figure also, such as Office Manager, Account Rep, Special Note. Etc.